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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 %
Simplex Trading
401
Simplex Trading
Illinois
$558K +$546K +23,697 +4,540%
PFA
402
Petra Financial Advisors
Colorado
$552K -$83.9K -3,642 -13%
SPAS
403
Spectrum Planning & Advisory Services
California
$549K -$233K -10,130 -30%
RC
404
Roundview Capital
New Jersey
$543K +$543K +23,551 New
NWMG
405
National Wealth Management Group
Ohio
$541K +$86.1K +3,737 +19%
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$540K +$540K +23,451 New
CAM
407
Cobblestone Asset Management
Virginia
$540K -$618K -26,821 -53%
IAIM
408
International Assets Investment Management
Florida
$521K +$521K +22,599 New
EAM
409
Empirical Asset Management
Massachusetts
$521K -$30K -1,303 -5%
SFS
410
Security Financial Services
Indiana
$515K -$745K -32,318 -59%
KFSC
411
Keystone Financial Services (Colorado)
Colorado
$515K -$712K -30,901 -58%
MIS
412
Morningstar Investment Services
Illinois
$515K +$224K +9,733 +77%
CAAS
413
Capital Asset Advisory Services
Michigan
$514K -$101K -4,389 -16%
HSA
414
HBK Sorce Advisory
Pennsylvania
$508K -$4.24K -184 -0.8%
DCM
415
Donaldson Capital Management
Indiana
$508K -$122K -5,277 -19%
FHC
416
First Heartland Consultants
Missouri
$507K -$120K -5,208 -19%
AL
417
ADE LLC
Maryland
$500K -$7.56K -328 -1%
OP
418
ORG Partners
Indiana
$499K +$216K +9,375 +76%
Millennium Management
419
Millennium Management
New York
$498K +$498K +21,610 New
PA
420
Procyon Advisors
Connecticut
$494K +$45.3K +1,968 +10%
PPC
421
Park Place Capital
Alabama
$478K -$461K -20,015 -49%
VCA
422
Verdence Capital Advisors
Maryland
$477K -$220K -9,543 -32%
ASN
423
Advisory Services Network
Georgia
$468K -$333K -14,465 -42%
OC
424
Oakworth Capital
Alabama
$464K -$14.5M -630,840 -97%
ACM
425
ADAR1 Capital Management
Texas
$461K +$461K +20,000 New
15 16
17
18 19