GOVT icon

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.46B
3
Bank of America
3
Bank of America
North Carolina
$7.69B
4
SCM
4
SCS Capital Management
Massachusetts
$33.5M
5
LPL Financial
5
LPL Financial
California
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Maripau Wealth Management
Indiana
$846K -$1.23M -55,708 -59%
TCM
327
Triumph Capital Management
Colorado
$837K +$128K +5,813 +18%
CC
328
Cadinha & Co
Hawaii
$825K – – –
MC
329
Moors & Cabot
Massachusetts
$819K -$129K -5,833 -14%
FFP
330
FourThought Financial Partners
Florida
$818K -$49.6K -2,249 -6%
FHA
331
First Horizon Advisors
Tennessee
$809K -$1.8M -81,592 -69%
FCI
332
Financial Counselors Inc
Kansas
$802K +$802K +36,379 New
TVAMP
333
Tennessee Valley Asset Management Partners
Tennessee
$799K -$32.6K -1,479 -4%
PFG
334
Pacific Financial Group
Washington
$798K -$16.8K -761 -2%
USCWA
335
U.S. Capital Wealth Advisors
Texas
$791K -$562K -25,494 -42%
Principal Financial Group
336
Principal Financial Group
Iowa
$782K -$127K -5,774 -14%
OIA
337
OneDigital Investment Advisors
Kansas
$779K +$174K +7,881 +29%
WWP
338
WR Wealth Planners
Missouri
$778K -$621K -28,169 -44%
ASN
339
Advisory Services Network
Georgia
$767K -$1.84M -83,300 -71%
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$749K +$552K +23,674 +281%
SPAS
341
Spectrum Planning & Advisory Services
California
$748K -$280K -12,691 -27%
SAS
342
Stelac Advisory Services
New York
$747K – – –
SWA
343
Stratos Wealth Advisors
Ohio
$738K -$991K -44,968 -57%
FGAM
344
Financial Gravity Asset Management
Texas
$736K +$671K +624,758 +1,037%
KWM
345
Kingsview Wealth Management
Oregon
$730K +$57.4K +2,604 +9%
IWN
346
Independent Wealth Network
Iowa
$719K -$23K -1,044 -3%
WS
347
Wedbush Securities
California
$705K -$2.29K -104 -0.3%
CWM
348
Cahaba Wealth Management
Georgia
$697K +$3.15K +143 +0.5%
TFF
349
The Family Firm
Maryland
$694K -$34.1K -1,546 -5%
SR
350
Syntax Research
Florida
$687K +$687K +31,176 New
12 13
14
15 16