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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JPG
26
Jordan Park Group
California
$94.6M 4,292,079 +503,491 +13%
Deutsche Bank
27
Deutsche Bank
Germany
$85.3M 3,869,171 +824,209 +27%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$83.6M 3,792,066 -7,948,295 -68%
AllianceBernstein
29
AllianceBernstein
Tennessee
$78M 3,537,147 -29,186 -0.8%
CB
30
Commerce Bank
Missouri
$77.4M 3,512,986 +272,450 +8%
CCA
31
Cobblestone Capital Advisors
New York
$66.6M 3,021,356 -20,418 -0.7%
SF
32
Synovus Financial
Georgia
$65.6M 2,976,385 -96,462 -3%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$61.2M 2,776,873 +74,015 +3%
AA
34
Alesco Advisors
New York
$60.3M 2,736,061 +162,868 +6%
CAG
35
Crestwood Advisors Group
Massachusetts
$59.8M 2,714,716 +135,698 +5%
MCCA
36
Mill Creek Capital Advisors
Pennsylvania
$56.3M 2,555,866 +203,324 +9%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$55.7M 2,529,320 -494,396 -16%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$53.7M 2,437,704 +2,437,704 New
MA
39
MCF Advisors
Kentucky
$52.5M 2,380,168 +189,739 +9%
MML Investors Services
40
MML Investors Services
Massachusetts
$51.7M 2,346,175 -2,666,900 -53%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$49M 2,221,194 +691,748 +45%
EWA
42
ERTS Wealth Advisors
Michigan
$46.7M 2,119,842 +93,383 +5%
SFC
43
SYM Financial Corp
Indiana
$44.2M 2,003,885 +2,003,885 New
1CP
44
1607 Capital Partners
Virginia
$43.9M 1,991,634 – –
CA
45
Crane Advisory
California
$41.6M 1,895,834 +1,895,834 New
Stifel Financial
46
Stifel Financial
Missouri
$40.8M 1,849,454 -587,901 -24%
BCM
47
Brookstone Capital Management
Illinois
$36.1M 1,670,649 -138,482 -8%
HWM
48
Heirloom Wealth Management
Colorado
$35.1M 1,591,598 +1,591,598 New
NB
49
Norinchukin Bank
Japan
$35M 1,585,782 +525,955 +50%
Wells Fargo
50
Wells Fargo
California
$34.2M 1,550,784 -91,806 -6%
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