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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 %
WWM
451
Western Wealth Management
Colorado
$303K -$227K -10,312 -43%
RB
452
Renasant Bank
Mississippi
$303K -$89.2K -4,048 -23%
AWP
453
Ascent Wealth Partners
New York
$303K -$5.75K -261 -2%
TC
454
Truvestments Capital
Florida
$303K -$11.9K -538 -4%
PGFC
455
Peapack-Gladstone Financial Corp
New Jersey
$296K +$296K +13,427 New
WP
456
WealthPLAN Partners
Nebraska
$294K -$812K -36,837 -73%
CAM
457
Cresset Asset Management
Illinois
$292K +$292K +13,226 New
PIA
458
Pinion Investment Advisors
Kansas
$290K -$17.7K -801 -6%
PTC
459
Private Trust Company
Ohio
$288K -$282K -12,817 -50%
AWM
460
Aprio Wealth Management
Georgia
$287K +$43.2K +1,962 +18%
CB
461
Cadence Bank
Mississippi
$285K +$20.2K +915 +8%
CRG
462
Cornerstone Retirement Group
Nevada
$283K -$551 -25 -0.2%
MCA
463
MSH Capital Advisors
Arizona
$280K -$161K -7,301 -36%
API
464
Advisor Partners II
California
$280K – – –
MIS
465
Morningstar Investment Services
Illinois
$278K +$278K +12,597 New
NS
466
NBC Securities
Alabama
$278K +$278K +12,644 New
RSWM
467
Robertson Stephens Wealth Management
California
$276K -$337K -15,284 -55%
VC
468
Veracity Capital
Georgia
$272K -$320K -14,536 -54%
OP
469
ORG Partners
Indiana
$270K -$9.62M -436,580 -97%
IAA
470
Independent Advisor Alliance
North Carolina
$266K +$71.5K +3,242 +37%
MSFS
471
Main Street Financial Solutions
Pennsylvania
$261K -$62.9K -2,856 -19%
HIIFS
472
Harel Insurance Investments & Financial Services
Israel
$260K – – –
DP
473
Dearborn Partners
Illinois
$260K – – –
LA
474
LexAurum Advisors
Kansas
$259K -$685K -31,077 -73%
RIM
475
Redwood Investment Management
Arizona
$259K +$259K +11,760 New
17 18
19
20 21