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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 %
CYG
451
Clean Yield Group
Vermont
$392K -$235K -10,200 -38%
JWCA
452
J.W. Cole Advisors
Florida
$391K -$236K -10,257 -38%
BA
453
Bellwether Advisors
Nebraska
$390K -$10.8K -469 -3%
GSEP
454
Golden State Equity Partners
California
$388K -$599 -26 -0.2%
IA
455
IFG Advisory
Georgia
$387K +$21.4K +930 +6%
WFAG
456
Wescott Financial Advisory Group
Pennsylvania
$382K +$3.76K +163 +1%
WWP
457
WR Wealth Planners
Missouri
$382K -$432K -18,740 -53%
AWM
458
Angeles Wealth Management
California
$381K +$381K +16,516 New
OAP
459
One Advisory Partners
Kansas
$379K -$201K -8,724 -35%
IWA
460
Invera Wealth Advisors
Oregon
$376K +$376K +16,320 New
CM
461
Columbus Macro
Pennsylvania
$376K -$6.25M -271,200 -94%
DAM
462
Delta Asset Management
Tennessee
$376K – – –
FAIM
463
Financial Advocates Investment Management
Washington
$366K -$227K -4,933 -38%
CBB
464
Citizens Business Bank
California
$360K +$360K +15,643 New
CBFP
465
Cedar Brook Financial Partners
Ohio
$358K +$140K +6,087 +64%
AWM
466
Aprio Wealth Management
Georgia
$356K +$55K +2,389 +18%
SWA
467
Stratos Wealth Advisors
Ohio
$352K -$420K -18,218 -54%
RIM
468
Redwood Investment Management
Arizona
$352K +$80.7K +3,497 +30%
GIA
469
Gladstone Institutional Advisory
Florida
$351K -$52.2K -2,264 -13%
AWA
470
Arkadios Wealth Advisors
Georgia
$348K -$94.3K -4,095 -21%
PTC
471
Private Trust Company
Ohio
$347K +$45.9K +1,991 +15%
AC
472
Apella Capital
Connecticut
$346K -$170K -7,416 -33%
COCM
473
Charter Oak Capital Management
New Hampshire
$345K +$553 +24 +0.2%
FCI
474
Financial Counselors Inc
Kansas
$340K -$498K -21,625 -59%
LIA
475
LifePlan Investment Advisors
North Carolina
$338K -$154K -6,697 -31%
17 18
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