GOVT icon

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 %
APC
376
Aspire Private Capital
North Carolina
$705K -$27.9K -1,218 -4%
SMWM
377
Silvia McColl Wealth Management
California
$704K +$92 +4 +0%
KWM
378
Kingsview Wealth Management
Oregon
$698K +$53.1K +2,317 +8%
KA
379
Kovack Advisors
Florida
$697K -$48.4K -2,112 -6%
KWM
380
Keebeck Wealth Management
Illinois
$687K -$37.1K -1,621 -5%
LIA
381
LifePlan Investment Advisors
North Carolina
$687K +$687K +29,998 New
TFA
382
Teamwork Financial Advisors
Texas
$685K -$704K -30,745 -51%
NGA
383
Naples Global Advisors
Florida
$685K +$685K +29,891 New
CIA
384
Capital Investment Advisors
Georgia
$676K +$676K +29,507 New
EW
385
Element Wealth
Mississippi
$667K +$142K +6,218 +27%
BAM
386
BTS Asset Management
Massachusetts
$656K +$389K +16,984 +145%
VPP
387
Vertex Planning Partners
Illinois
$655K +$80.8K +3,527 +14%
PFS
388
Prospera Financial Services
Texas
$648K +$378K +16,501 +140%
AC
389
Apella Capital
Connecticut
$646K +$646K +28,194 New
OLVIG
390
Oliver Lagore Vanvalin Investment Group
Michigan
$640K +$20.3K +885 +3%
RSWM
391
Robertson Stephens Wealth Management
California
$636K -$1.05M -45,653 -62%
PFA
392
Petra Financial Advisors
Colorado
$632K +$632K +27,620 New
ACM
393
Absolute Capital Management
Pennsylvania
$631K +$79.2K +3,459 +14%
MHR
394
Matthew Hamilton Rosenberg
$630K -$450K -19,661 -42%
OIA
395
OneDigital Investment Advisors
Kansas
$628K -$1.2M -52,370 -66%
CAAS
396
Capital Asset Advisory Services
Michigan
$626K -$25.3K -1,105 -4%
VC
397
Veracity Capital
Georgia
$615K -$108K -4,697 -15%
SCA
398
Sandy Cove Advisors
Massachusetts
$602K +$602K +26,301 New
VC
399
Vestor Capital
Illinois
$598K +$460K +20,116 +335%
PTC
400
Private Trust Company
Ohio
$593K +$22.1K +967 +4%
14 15
16
17 18