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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

702 hedge funds and large institutions have $21.5B invested in iShares US Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 203 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+54
Holders Change %
+8.33%
% of All Funds
10.29%
Holding in Top 10
73
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+21.67%
% of All Funds
1.07%
New
143
Increased
203
Reduced
298
Closed
79
Calls
$535K
Puts
$26.9M
Net Calls
-$26.4M
Net Calls Change
-$26.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$939M
2
Goldman Sachs
2
Goldman Sachs
New York
$312M
3
Bank of America
3
Bank of America
North Carolina
$8.27B
4
PC
4
Peavine Capital
Nevada
$220M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$191M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$206M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.06B
4
Temasek Holdings
4
Temasek Holdings
Singapore
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
301
Financial Network Wealth Advisors
Utah
$1.21M +$1.21M +52,682 New
MHB
302
Midwest Heritage Bank
Iowa
$1.21M -$8.16K -354 -0.7%
SAG
303
SageView Advisory Group
California
$1.2M -$990K -44,912 Closed
RBC
304
Roble Belko & Company
Pennsylvania
$1.19M -$4.82M -209,234 -80%
OIA
305
OneDigital Investment Advisors
Kansas
$1.18M +$371K +16,084 +46%
TCM
306
Twele Capital Management
Minnesota
$1.18M -$142K -6,167 -11%
GT
307
Greenleaf Trust
Michigan
$1.17M -$1.03M -44,800 -47%
TA
308
TFB Advisors
Kansas
$1.16M -$328K -14,235 -22%
LNC
309
Lincoln National Corp
Pennsylvania
$1.16M -$394K -17,105 -25%
RA
310
RFG Advisory
Alabama
$1.14M -$606K -26,281 -35%
CA
311
Continuum Advisory
Idaho
$1.12M +$56.5K +2,449 +5%
Wealthfront Advisers
312
Wealthfront Advisers
California
$1.12M +$55.6K +2,412 +5%
SMI
313
Shelter Mutual Insurance
Missouri
$1.11M – – –
SW
314
Simplicity Wealth
New Jersey
$1.1M -$423K -18,380 -28%
IAN
315
Integrated Advisors Network
Texas
$1.1M -$55.9K -2,426 -5%
TFF
316
The Family Firm
Maryland
$1.1M +$375K +16,296 +52%
CFG
317
Cosner Financial Group
Colorado
$1.09M -$965K -41,888 -47%
WJA
318
Willis Johnson & Associates
Texas
$1.08M -$36.3K -1,577 -3%
Citadel Advisors
319
Citadel Advisors
Florida
$1.07M +$1.04M +44,955 +2,763%
Bank of Montreal
320
Bank of Montreal
Ontario, Canada
$1.05M +$304K +13,035 +41%
AWAU
321
Alliance Wealth Advisors (Utah)
Utah
$1.04M +$3.06K +133 +0.3%
DE
322
Day & Ennis
Georgia
$1.03M -$767K -33,303 -43%
CAAM
323
Cornerstone Advisors Asset Management
Pennsylvania
$1.03M – – –
GCM
324
Graham Capital Management
Connecticut
$1.02M -$62.2K -2,700 -6%
FGAM
325
Financial Gravity Asset Management
Texas
$1.02M +$18K +12,298 +2%
11 12
13
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