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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 %
AC
401
Apella Capital
Connecticut
$497K -$125K -5,649 -20%
KWS
402
Keystone Wealth Services
California
$493K -$2.46M -111,718 -83%
HSA
403
HBK Sorce Advisory
Pennsylvania
$490K +$7.43K +337 +2%
AL
404
ADE LLC
Maryland
$486K -$27.5K -1,249 -5%
Betterment LLC
405
Betterment LLC
New York
$484K +$37.2K +1,688 +8%
LIA
406
LifePlan Investment Advisors
North Carolina
$471K -$191K -8,644 -29%
BWM
407
BCGM Wealth Management
Indiana
$463K -$4.33M -196,575 -90%
FWP
408
Firethorn Wealth Partners
Georgia
$455K -$1.35M -61,074 -75%
MLA
409
My Legacy Advisors
Oregon
$449K -$1.63M -75,660 -78%
NWMG
410
National Wealth Management Group
Ohio
$435K -$860 -39 -0.2%
PA
411
Procyon Advisors
Connecticut
$430K -$7.49K -340 -2%
AWA
412
Arkadios Wealth Advisors
Georgia
$423K +$423K +19,211 New
AR
413
Apeiron RIA
Texas
$423K -$2.95M -133,924 -87%
VC
414
Vestor Capital
Illinois
$412K -$163K -7,415 -28%
HIM
415
Hanlon Investment Management
New Jersey
$404K -$791K -35,868 -66%
GSIAS
416
Garden State Investment Advisory Services
New Jersey
$401K -$26.7K -1,213 -6%
Fisher Asset Management
417
Fisher Asset Management
Washington
$399K -$355K -16,115 -47%
AAS
418
Ameritas Advisory Services
Nebraska
$397K +$397K +18,117 New
LSAG
419
Lake Street Advisors Group
New Hampshire
$396K +$60.1K +2,725 +18%
GIA
420
Gladstone Institutional Advisory
Florida
$385K -$43.8K -1,985 -10%
RhumbLine Advisers
421
RhumbLine Advisers
Massachusetts
$384K – – –
BA
422
Bellwether Advisors
Nebraska
$383K -$31.9K -1,448 -8%
MHR
423
Matthew Hamilton Rosenberg
$381K -$226K -10,233 -37%
SFG
424
Summit Financial Group
West Virginia
$375K – – –
WIA
425
World Investment Advisors
California
$373K -$1.85M -84,103 -83%
15 16
17
18 19