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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

624 hedge funds and large institutions have $24.4B invested in iShares US Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 270 increasing their positions, 216 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
9.99%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.04%
New
87
Increased
270
Reduced
216
Closed
77
Calls
$346K
Puts
$5.67M
Net Calls
-$5.32M
Net Calls Change
-$7.14M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.43B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.99B
3
Truist Financial
Truist Financial
North Carolina
$1.3B
4
LPL Financial
LPL Financial
California
$469M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.83B

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$47.3M
2
Temasek Holdings
Temasek Holdings
Singapore
$148M
3
EWA
EP Wealth Advisors
California
$85.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$19M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
301
Ascent Group
Virginia
$1.14M -$547K -23,400 -32%
FCA
302
FinTrust Capital Advisors
South Carolina
$1.14M – – –
FHC
303
First Heartland Consultants
Missouri
$1.14M +$76.7K +3,280 +7%
FMWA
304
Forvis Mazars Wealth Advisors
Missouri
$1.12M +$746K +31,919 +198%
PAG
305
Paladin Advisory Group
Iowa
$1.12M +$1.12M +47,823 New
TVAMP
306
Tennessee Valley Asset Management Partners
Tennessee
$1.12M -$107K -4,585 -9%
TWC
307
TD Waterhouse Canada
Ontario, Canada
$1.11M -$420K -14,127 -27%
HIM
308
Hanlon Investment Management
New Jersey
$1.11M +$96.1K +4,110 +9%
MHR
309
Matthew Hamilton Rosenberg
$1.1M -$51.3K -2,195 -4%
Citigroup
310
Citigroup
New York
$1.06M +$108K +4,615 +11%
TA
311
TFB Advisors
Kansas
$1.05M -$31K -1,327 -3%
IUHSA
312
Itau Unibanco Holding S.A.
Brazil
$1.05M -$118K -5,035 -10%
OIA
313
Optimum Investment Advisors
Illinois
$1.05M +$3.32K +142 +0.3%
NRI
314
NFP Retirement Inc
California
$1.04M +$609K +26,033 +142%
EH
315
Equitable Holdings
New York
$1.04M -$4.37M -187,095 -81%
GCM
316
Graham Capital Management
Connecticut
$1.02M -$39.7K -1,700 -4%
KWS
317
Keystone Wealth Services
California
$1.02M -$1.57M -67,318 -61%
SPAS
318
Spectrum Planning & Advisory Services
California
$1.02M -$503K -21,517 -33%
PPWP
319
Proquility Private Wealth Partners
Nevada
$1.01M +$1.01M +43,174 New
MC
320
Moors & Cabot
Massachusetts
$1M -$285K -12,184 -22%
Qube Research & Technologies (QRT)
321
Qube Research & Technologies (QRT)
United Kingdom
$1M +$1M +42,858 New
GWP
322
Gateway Wealth Partners
Wisconsin
$1M +$391K +16,725 +64%
AWAU
323
Alliance Wealth Advisors (Utah)
Utah
$995K +$1.54K +66 +0.2%
FW
324
FirstPurpose Wealth
Utah
$981K +$238K +10,186 +32%
LA
325
LexAurum Advisors
Kansas
$980K +$363K +15,522 +59%
11 12
13
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