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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
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 %
EW
351
Element Wealth
Mississippi
$682K +$39.7K +1,800 +6%
Lido Advisors
352
Lido Advisors
California
$679K -$126K -5,721 -16%
SMWM
353
Silvia McColl Wealth Management
California
$676K -$1.57K -71 -0.2%
TWP
354
Tempus Wealth Planning
California
$675K -$151K -6,862 -18%
CAG
355
Csenge Advisory Group
Florida
$668K -$1.42M -64,494 -68%
VCA
356
Verdence Capital Advisors
Maryland
$667K +$667K +30,267 New
WC
357
Waterloo Capital
Texas
$663K +$240K +10,876 +57%
WHCI
358
W.H. Cornerstone Investments
Massachusetts
$663K -$740K -33,550 -53%
MSWMA
359
Market Street Wealth Management Advisors
Indiana
$637K -$108K -4,896 -14%
MFA
360
Mayflower Financial Advisors
Massachusetts
$636K -$2.3M -104,198 -78%
SPC
361
Sigma Planning Corp
Michigan
$633K -$425K -19,275 -40%
BAM
362
BTS Asset Management
Massachusetts
$632K -$22 -1 -0%
CFG
363
Cooper Financial Group
California
$628K -$1.23M -55,671 -66%
TWM
364
Tradition Wealth Management
Minnesota
$622K -$2.4M -108,673 -79%
BPA
365
Beacon Pointe Advisors
California
$614K +$128K +5,791 +26%
PFA
366
Petra Financial Advisors
Colorado
$609K – – –
NGA
367
Naples Global Advisors
Florida
$608K -$51.2K -2,323 -8%
TFA
368
Teamwork Financial Advisors
Texas
$603K -$56.6K -2,566 -9%
DCM
369
Donaldson Capital Management
Indiana
$602K -$763K -34,623 -56%
FHC
370
First Heartland Consultants
Missouri
$600K -$536K -24,307 -47%
JWCA
371
J.W. Cole Advisors
Florida
$600K -$132K -5,985 -18%
CYG
372
Clean Yield Group
Vermont
$600K +$104K +4,700 +21%
PCIA
373
Prime Capital Investment Advisors
Kansas
$597K +$164K +7,450 +38%
CPG
374
Cornerstone Planning Group
New Jersey
$596K -$292K -13,254 -33%
Corient Private Wealth
375
Corient Private Wealth
Florida
$589K +$79.8K +3,621 +16%
13 14
15
16 17