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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 %
SCI
326
Stableford Capital II
Arizona
$1.01M -$3.01K -131 -0.3%
CWM
327
Certus Wealth Management
California
$1.01M -$184K -7,989 -15%
MWM
328
Mosley Wealth Management
California
$1.01M +$1.01M +43,733 New
USCWA
329
U.S. Capital Wealth Advisors
Texas
$996K +$169K +7,340 +20%
SCM
330
Stonehearth Capital Management
Massachusetts
$980K -$18.5K -805 -2%
UB
331
UMB Bank
Missouri
$979K +$979K +42,500 New
BRWA
332
B. Riley Wealth Advisors
Florida
$972K -$957K -41,518 -50%
FW
333
FirstPurpose Wealth
Utah
$968K -$36.5K -1,583 -4%
BAM
334
Belpointe Asset Management
Nevada
$964K -$1.06M -46,194 -52%
TWC
335
TD Waterhouse Canada
Ontario, Canada
$938K -$260K -9,098 -22%
BOM
336
Bank of Marin
California
$926K +$926K +40,180 New
Principal Financial Group
337
Principal Financial Group
Iowa
$920K +$103K +4,469 +13%
VWWMG
338
Vermillion & White Wealth Management Group
Pennsylvania
$919K +$919K +39,881 New
SWG
339
Summit Wealth Group
Vermont
$911K -$7.05K -306 -0.8%
WWG
340
West Wealth Group
California
$908K -$940K -40,793 -51%
CC
341
Copperleaf Capital
North Carolina
$906K -$600K -26,056 -40%
FM
342
Foster & Motley
Ohio
$892K -$6.08K -264 -0.7%
TPW
343
Transatlantique Private Wealth
New York
$887K +$887K +38,487 New
RF
344
RHS Financial
California
$870K -$456K -19,781 -34%
NB
345
NBT Bank
New York
$868K +$868K +37,653 New
RJT
346
Raymond James Trust
Florida
$863K -$286K -12,402 -25%
FFP
347
FourThought Financial Partners
Florida
$855K – – –
PFG
348
Pacific Financial Group
Washington
$852K +$18.2K +790 +2%
SFO
349
Stokes Family Office
Louisiana
$835K -$489K -21,241 -37%
SMWM
350
Silvia McColl Wealth Management
California
$825K +$118K +5,126 +17%
12 13
14
15 16