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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 %
GSEP
426
Golden State Equity Partners
California
$372K -$41.3K -1,874 -10%
VCP
427
Verus Capital Partners
Arizona
$365K -$145K -6,583 -28%
WAP
428
Wealthcare Advisory Partners
Pennsylvania
$363K +$363K +16,484 New
SHIM
429
Stone House Investment Management
Pennsylvania
$363K -$11.5M -521,116 -97%
WFAG
430
Wescott Financial Advisory Group
Pennsylvania
$362K +$46.6K +2,114 +15%
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$360K -$762K -34,567 -68%
LFAS
432
Level Four Advisory Services
Texas
$360K +$1.08K +49 +0.3%
DAM
433
Delta Asset Management
Tennessee
$359K – – –
MFG
434
MidWestOne Financial Group
Iowa
$358K +$158K +7,172 +79%
CCM
435
Crabel Capital Management
California
$354K -$2.26M -102,543 -86%
IA
436
IFG Advisory
Georgia
$349K -$454K -20,611 -57%
CA
437
CoreCap Advisors
Michigan
$345K -$83K -3,768 -19%
SPI
438
Sutton Place Investors
New York
$343K -$727K -33,003 -68%
M&T Bank
439
M&T Bank
New York
$342K +$16.3K +740 +5%
FAIM
440
Financial Advocates Investment Management
Washington
$340K +$51.3K +1,942 +18%
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$335K +$20.7K +939 +7%
COCM
442
Charter Oak Capital Management
New Hampshire
$330K -$44K -1,995 -12%
TLFA
443
True Link Financial Advisors
California
$326K – – –
WA
444
Wealth Alliance
New York
$323K -$3.72M -168,907 -92%
GWP
445
Gateway Wealth Partners
Wisconsin
$322K -$650K -29,493 -67%
CF
446
Clarity Financial
Texas
$321K +$17.1K +775 +6%
IC
447
IEQ Capital
California
$309K +$2.23K +101 +0.7%
KFS
448
Kelly Financial Services
Massachusetts
$307K -$387K -17,572 -56%
AIA
449
Alternative Investment Advisors
Florida
$307K +$307K +13,918 New
WCP
450
Wick Capital Partners
Pennsylvania
$304K +$304K +13,806 New
16 17
18
19 20