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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 %
BPA
426
Beacon Pointe Advisors
California
$458K -$184K -8,002 -29%
OMC
427
Old Mission Capital
Illinois
$458K -$2.71M -117,519 -86%
CCM
428
Coldstream Capital Management
Washington
$457K -$4.64M -201,536 -91%
RFG
429
Range Financial Group
Oregon
$455K -$65.4K -2,839 -13%
SAF
430
Smith Anglin Financial
Texas
$444K -$21.2M -920,913 -98%
VCP
431
Verus Capital Partners
Arizona
$444K +$62.6K +2,716 +16%
SC
432
Syon Capital
California
$442K +$442K +19,190 New
FWP
433
Firethorn Wealth Partners
Georgia
$438K -$37.5K -1,627 -8%
CHAM
434
Clear Harbor Asset Management
Connecticut
$433K -$455K -19,744 -51%
AP
435
Americana Partners
Texas
$430K +$430K +18,654 New
MWM
436
Modern Wealth Management
Kansas
$430K +$430K +18,642 New
TCM
437
Triumph Capital Management
Colorado
$429K -$447K -19,391 -51%
DG
438
DMC Group
Alabama
$428K +$428K +18,567 New
ACM
439
Advisors Capital Management
New Jersey
$425K +$425K +18,431 New
MSWMA
440
Market Street Wealth Management Advisors
Indiana
$418K -$247K -10,737 -37%
SWC
441
Spectrum Wealth Counsel
Indiana
$416K +$416K +18,043 New
FCT
442
Family Capital Trust
Massachusetts
$413K +$413K +17,916 New
Betterment LLC
443
Betterment LLC
New York
$409K -$96.9K -4,209 -19%
IA
444
IFP Advisors
Florida
$406K -$734K -31,858 -64%
BWM
445
BCGM Wealth Management
Indiana
$405K -$79.3K -3,441 -16%
PFG
446
Prosperity Financial Group
California
$405K +$405K +17,581 New
MW
447
Maia Wealth
Colorado
$404K +$404K +17,521 New
RhumbLine Advisers
448
RhumbLine Advisers
Massachusetts
$401K – – –
DA
449
Drake & Associates
Wisconsin
$395K +$395K +17,158 New
HIIFS
450
Harel Insurance Investments & Financial Services
Israel
$393K +$121K +5,236 +44%
16 17
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