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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 %
MFG
376
MidWestOne Financial Group
Iowa
$706K +$332K +14,398 +89%
DWG
377
Darden Wealth Group
Michigan
$703K +$703K +30,528 New
SFG
378
Summit Financial Group
West Virginia
$697K +$305K +13,243 +78%
MFA
379
Mayflower Financial Advisors
Massachusetts
$681K +$16.6K +721 +2%
Corient Private Wealth
380
Corient Private Wealth
Florida
$671K +$55.4K +2,406 +9%
TVM
381
True Vision MN
Minnesota
$663K +$663K +28,765 New
FFN
382
Focus Financial Network
Minnesota
$661K -$583K -25,303 -47%
CFG
383
Citizens Financial Group
Rhode Island
$660K +$77.8K +3,377 +13%
TPWA
384
TRUE Private Wealth Advisors
Oregon
$659K -$300K -13,002 -31%
TWP
385
Tempus Wealth Planning
California
$648K -$57.9K -2,514 -8%
SAW
386
Signal Advisors Wealth
Michigan
$628K +$628K +27,274 New
Franklin Resources
387
Franklin Resources
California
$628K +$62.9K +2,729 +11%
LSAG
388
Lake Street Advisors Group
New Hampshire
$619K +$205K +8,916 +50%
CG
389
Clifford Group
Massachusetts
$615K -$408K -17,696 -40%
CC
390
Cadinha & Co
Hawaii
$611K -$251K -10,889 -29%
William Blair & Company
391
William Blair & Company
Illinois
$610K -$5.92K -257 -1%
CWM
392
Centurion Wealth Management
Virginia
$608K -$704K -30,569 -54%
CAG
393
Csenge Advisory Group
Florida
$591K -$107K -4,649 -15%
CFD
394
Creative Financial Designs
Indiana
$588K -$682K -29,620 -54%
DFA
395
DHK Financial Advisors
New Hampshire
$585K +$55.1K +2,392 +10%
CCG
396
Cypress Capital Group
Florida
$582K – – –
MWM
397
Maripau Wealth Management
Indiana
$579K -$305K -13,259 -35%
WAG
398
Wallace Advisory Group
California
$567K +$45.1K +2,045 +9%
DWP
399
Destiny Wealth Partners
Florida
$561K -$25.5K -1,112 -4%
SHIM
400
Stone House Investment Management
Pennsylvania
$558K +$179K +7,752 +47%
14 15
16
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