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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
1
Morgan Stanley
New York
$939M
2
Goldman Sachs
2
Goldman Sachs
New York
$312M
3
Bank of America
3
Bank of America
North Carolina
$8.27B
4
PC
4
Peavine Capital
Nevada
$220M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$191M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$206M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.06B
4
Temasek Holdings
4
Temasek Holdings
Singapore
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
KV
476
Kickstand Ventures
New York
$336K -$241K -10,440 -42%
Pathstone Holdings
477
Pathstone Holdings
New Jersey
$335K +$335K +14,540 New
CWA
478
Clearview Wealth Advisors
Oregon
$331K -$268K -11,622 -45%
CA
479
CoreCap Advisors
Michigan
$329K -$32.2K -1,397 -9%
GSIAS
480
Garden State Investment Advisory Services
New Jersey
$322K -$97.8K -4,243 -23%
FPGK
481
Financial Partners Group (Kansas)
Kansas
$322K +$322K +13,963 New
CF
482
Clarity Financial
Texas
$317K -$18.3K -796 -5%
AWP
483
Ascent Wealth Partners
New York
$313K -$3.2K -139 -1%
MLA
484
My Legacy Advisors
Oregon
$310K -$167K -7,298 -35%
MCA
485
Magnolia Capital Advisors
Mississippi
$309K +$98.8K +4,318 +47%
MHR
486
Matthew Hamilton Rosenberg
$304K -$93.7K -4,065 -24%
WHCI
487
W.H. Cornerstone Investments
Massachusetts
$304K -$388K -16,854 -56%
PIA
488
Pinion Investment Advisors
Kansas
$301K -$1.45K -63 -0.5%
TC
489
Truvestments Capital
Florida
$298K -$18.3K -796 -6%
TWM
490
Tradition Wealth Management
Minnesota
$296K -$354K -15,363 -54%
PGFC
491
Peapack-Gladstone Financial Corp
New Jersey
$294K -$16K -694 -5%
AR
492
Apeiron RIA
Texas
$294K -$148K -6,438 -34%
LFAS
493
Level Four Advisory Services
Texas
$294K -$82.5K -3,582 -22%
CFG
494
Cooper Financial Group
California
$293K -$363K -15,767 -55%
WCP
495
Wick Capital Partners
Pennsylvania
$293K -$25.5K -1,107 -8%
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$292K -$84.2K -3,656 -22%
NS
497
NBC Securities
Alabama
$292K +$737 +32 +0.3%
TW
498
TritonPoint Wealth
Maryland
$291K +$291K +12,610 New
MYIA
499
Mount Yale Investment Advisors
Colorado
$285K -$302K -13,109 -51%
MSFS
500
Main Street Financial Solutions
Pennsylvania
$275K +$1.57K +68 +0.6%
18 19
20
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