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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 %
William Blair & Company
376
William Blair & Company
Illinois
$589K +$114K +5,177 +24%
CAAS
377
Capital Asset Advisory Services
Michigan
$588K -$15.3K -694 -3%
AWM
378
Axxcess Wealth Management
California
$585K +$585K +26,536 New
SCA
379
Sandy Cove Advisors
Massachusetts
$584K +$4.23K +192 +0.7%
KFG
380
Kingdom Financial Group
Arizona
$579K +$34.3K +1,555 +6%
MMA
381
Miracle Mile Advisors
California
$578K +$183K +8,311 +46%
CWA
382
Clearview Wealth Advisors
Oregon
$573K -$457K -20,753 -44%
DWP
383
Destiny Wealth Partners
Florida
$564K – – –
MYIA
384
Mount Yale Investment Advisors
Colorado
$562K -$1.09M -49,439 -66%
AWA
385
Arete Wealth Advisors
Illinois
$558K -$942K -42,731 -63%
CFG
386
Citizens Financial Group
Rhode Island
$557K -$628K -28,506 -53%
CCG
387
Cypress Capital Group
Florida
$556K – – –
OAP
388
One Advisory Partners
Kansas
$555K -$6.41M -290,774 -92%
KV
389
Kickstand Ventures
New York
$552K +$552K +25,043 New
AWE
390
Avidian Wealth Enterprises
Texas
$552K -$3.02M -137,060 -85%
PIN
391
Prudent Investors Network
California
$544K -$7.54K -342 -1%
WAG
392
Wallace Advisory Group
California
$543K +$6.82K +298 +1%
Franklin Resources
393
Franklin Resources
California
$541K -$8.66K -393 -2%
CWP
394
Cyndeo Wealth Partners
Florida
$531K -$26.7K -1,210 -5%
EAM
395
Empirical Asset Management
Massachusetts
$527K -$40.9K -1,857 -7%
CAPTRUST Financial Advisors
396
CAPTRUST Financial Advisors
North Carolina
$523K -$309K -14,009 -37%
LWM
397
Laidlaw Wealth Management
New York
$516K +$154K +6,995 +43%
Legacy Financial Group (Iowa)
398
Legacy Financial Group (Iowa)
Iowa
$510K -$4.74M -214,890 -90%
DFA
399
DHK Financial Advisors
New Hampshire
$507K +$17.8K +806 +4%
RFG
400
Range Financial Group
Oregon
$497K -$7.52K -341 -1%
14 15
16
17 18