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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.06B
4
Temasek Holdings
Temasek Holdings
Singapore
$0
5
UCFA
United Capital Financial Advisors
Texas
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
351
Cyndeo Wealth Partners
Florida
$822K +$266K +11,562 +48%
AWA
352
Arete Wealth Advisors
Illinois
$820K +$237K +10,291 +41%
SWM
353
SigFig Wealth Management
California
$818K -$1.23M -53,321 -60%
Lido Advisors
354
Lido Advisors
California
$804K +$94.5K +4,100 +13%
WS
355
Wedbush Securities
California
$804K +$66.9K +2,905 +9%
CAS
356
Coppell Advisory Solutions
Texas
$795K -$557K -24,195 -41%
AWM
357
Axxcess Wealth Management
California
$794K +$183K +7,934 +30%
HWMA
358
Heritage Wealth Management (Arizona)
Arizona
$791K +$791K +34,327 New
BHWM
359
Bay Harbor Wealth Management
Maryland
$786K -$1.24M -53,879 -61%
CSPIA
360
Cary Street Partners Investment Advisory
Virginia
$780K -$275K -11,924 -26%
JC
361
JB Capital
Connecticut
$775K -$1.18M -51,060 -60%
TCA
362
Transcend Capital Advisors
New Jersey
$769K -$351K -15,237 -31%
MC
363
Moors & Cabot
Massachusetts
$768K -$88.2K -3,826 -10%
AFG
364
Altiora Financial Group
Ohio
$767K -$489K -21,214 -39%
CWS
365
Cypress Wealth Services
California
$765K -$637K -27,636 -45%
SCA
366
Snowden Capital Advisors
New York
$759K -$868K -37,658 -53%
KFG
367
Kingdom Financial Group
Arizona
$757K +$152K +6,617 +25%
IWN
368
Independent Wealth Network
Iowa
$744K -$7.58K -329 -1%
KWM
369
Kingsview Wealth Management
Oregon
$742K -$20.3K -881 -3%
CWM
370
Cahaba Wealth Management
Georgia
$735K +$7.21K +313 +1%
IFA
371
Interactive Financial Advisors
Illinois
$730K -$1.49M -72,082 -67%
WP
372
WealthShield Partners
North Carolina
$723K -$1.27M -54,938 -64%
SR
373
Syntax Research
Florida
$711K -$7.21K -313 -1%
C
374
Croban
Ohio
$709K +$709K +30,885 New
FHA
375
First Horizon Advisors
Tennessee
$709K -$136K -5,917 -16%
13 14
15
16 17