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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$307M
2
Bank of America
Bank of America
North Carolina
$8.47B
3
Charles Schwab
Charles Schwab
California
$172M
4
Temasek Holdings
Temasek Holdings
Singapore
$261M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.22B

Top Sellers

1
EWA
EP Wealth Advisors
California
$60.8M
2
MMA
Miracle Mile Advisors
California
$410K
3
SWG
Summit Wealth Group
Vermont
$900K
4
Asset Management One
Asset Management One
Japan
$27.4M
5
BlackRock
BlackRock
New York
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
351
Tennessee Valley Asset Management Partners
Tennessee
$864K -$229K -10,017 -21%
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$864K -$1.24M -53,980 -59%
TWP
353
Tempus Wealth Planning
California
$859K -$1.19K -52 -0.1%
CC
354
Cadinha & Co
Hawaii
$857K – – –
FM
355
Foster & Motley
Ohio
$847K +$51.7K +2,257 +6%
PFG
356
Pacific Financial Group
Washington
$846K +$191K +8,361 +29%
FPAS
357
Focus Partners Advisor Solutions
Missouri
$840K +$627K +27,373 +294%
Lido Advisors
358
Lido Advisors
California
$837K +$452K +19,740 +118%
SWP
359
Stratos Wealth Partners
Ohio
$835K -$95.7K -4,181 -10%
IA
360
IFG Advisory
Georgia
$835K +$233K +10,194 +39%
RI
361
Rinkey Investments
California
$814K +$1.83K +80 +0.2%
Qube Research & Technologies (QRT)
362
Qube Research & Technologies (QRT)
United Kingdom
$799K -$1.3M -26,528 -62%
Fisher Asset Management
363
Fisher Asset Management
Washington
$783K +$465K +20,297 +146%
SAS
364
Stelac Advisory Services
New York
$776K +$605K +26,440 +355%
MSWMA
365
Market Street Wealth Management Advisors
Indiana
$774K -$24.2K -1,056 -3%
TSS
366
Two Sigma Securities
New York
$773K -$99.1K -4,327 -11%
IWN
367
Independent Wealth Network
Iowa
$771K +$264K +11,527 +52%
JWCA
368
J.W. Cole Advisors
Florida
$760K +$210K +9,189 +38%
CAS
369
Coppell Advisory Solutions
Texas
$759K +$543K +23,748 +252%
TFF
370
The Family Firm
Maryland
$757K +$103K +4,488 +16%
UWPG
371
Ullmann Wealth Partners Group
Florida
$740K +$539K +23,518 +267%
TCM
372
Triumph Capital Management
Colorado
$737K +$737K +32,185 New
WS
373
Wedbush Securities
California
$735K +$77.4K +3,380 +12%
KFS
374
Kelly Financial Services
Massachusetts
$722K +$2.45K +107 +0.3%
CWM
375
Cahaba Wealth Management
Georgia
$720K +$4.4K +192 +0.6%
13 14
15
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