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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

648 hedge funds and large institutions have $21.1B invested in iShares US Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 316 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
10.33%
Holding in Top 10
60
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.29%
% of All Funds
0.96%
New
76
Increased
192
Reduced
316
Closed
72
Calls
$439K
Puts
$5K
Net Calls
+$434K
Net Calls Change
+$5.65M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.89B
2
EWA
EP Wealth Advisors
California
$104M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$98.6M
4
AF
Allworth Financial
California
$544M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$393M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.46B
3
Bank of America
Bank of America
North Carolina
$7.69B
4
SCM
SCS Capital Management
Massachusetts
$33.5M
5
LPL Financial
LPL Financial
California
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
301
Kestra Private Wealth Services
Texas
$1.09M -$532K -24,160 -33%
TCA
302
Transcend Capital Advisors
New Jersey
$1.07M -$588K -26,696 -35%
WJA
303
Willis Johnson & Associates
Texas
$1.07M +$199K +9,020 +23%
SMI
304
Shelter Mutual Insurance
Missouri
$1.06M – – –
GCM
305
Graham Capital Management
Connecticut
$1.04M +$59.5K +2,700 +6%
OIA
306
Optimum Investment Advisors
Illinois
$1.02M +$34.3K +1,557 +3%
Wealthfront Advisers
307
Wealthfront Advisers
California
$1.02M -$20.6K -936 -2%
CA
308
Continuum Advisory
Idaho
$1.01M -$109K -4,929 -10%
CSPIA
309
Cary Street Partners Investment Advisory
Virginia
$1.01M +$464K +21,055 +85%
SAG
310
SageView Advisory Group
California
$990K -$2.2M -99,856 -69%
AWAU
311
Alliance Wealth Advisors (Utah)
Utah
$990K +$57.9K +2,627 +6%
CAAM
312
Cornerstone Advisors Asset Management
Pennsylvania
$982K +$982K +44,571 New
CG
313
Clifford Group
Massachusetts
$978K -$592K -26,851 -38%
Qube Research & Technologies (QRT)
314
Qube Research & Technologies (QRT)
United Kingdom
$974K +$614K +27,881 +171%
SCI
315
Stableford Capital II
Arizona
$965K – – –
FW
316
FirstPurpose Wealth
Utah
$961K +$37.7K +1,711 +4%
SCM
317
Stonehearth Capital Management
Massachusetts
$956K +$9.43K +428 +1%
PPWP
318
Proquility Private Wealth Partners
Nevada
$953K -$970 -44 -0.1%
PPW
319
Parcion Private Wealth
Washington
$946K -$200K -9,067 -17%
TPWA
320
TRUE Private Wealth Advisors
Oregon
$917K -$679K -30,788 -43%
PPC
321
Park Place Capital
Alabama
$898K -$545K -24,727 -38%
SWG
322
Summit Wealth Group
Vermont
$878K +$12K +543 +1%
TIAA Trust, National Association
323
TIAA Trust, National Association
North Carolina
$870K +$870K +39,456 New
FM
324
Foster & Motley
Ohio
$859K +$43.8K +1,986 +5%
CHAM
325
Clear Harbor Asset Management
Connecticut
$850K +$2.98K +135 +0.4%
11 12
13
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