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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
Fidelity Investments
Massachusetts
$1.89B
2
EWA
EP Wealth Advisors
California
$104M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$98.6M
4
AF
Allworth Financial
California
$544M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$393M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.46B
3
Bank of America
Bank of America
North Carolina
$7.69B
4
SCM
SCS Capital Management
Massachusetts
$33.5M
5
LPL Financial
LPL Financial
California
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
501
FinTrust Capital Advisors
South Carolina
$211K -$897K -40,707 -81%
CBFP
502
Cedar Brook Financial Partners
Ohio
$210K +$210K +9,534 New
SAM
503
Strategy Asset Managers
California
$208K +$463 +21 +0.2%
CIC
504
Carnegie Investment Counsel
Ohio
$207K +$207K +9,388 New
OC
505
Oppenheimer & Co
New York
$206K +$5.91K +268 +3%
CT
506
Colonial Trust
South Carolina
$205K -$35K -1,566 -15%
ESB
507
Essex Savings Bank
Connecticut
$204K +$1.43K +65 +0.7%
FSA
508
Financial Sense Advisors
California
$200K -$135K -6,131 -40%
MCA
509
Magnolia Capital Advisors
Mississippi
$200K +$200K +9,201 New
BSWA
510
Bromfield Sneider Wealth Advisors
Massachusetts
$183K +$106K +4,825 +138%
OLVIG
511
Oliver Lagore Vanvalin Investment Group
Michigan
$174K -$441K -20,022 -72%
TPCW
512
TD Private Client Wealth
New York
$171K +$6.57K +298 +4%
HFS
513
Hantz Financial Services
Michigan
$171K +$5.52K +250 +3%
VWM
514
Venturi Wealth Management
Texas
$146K -$1.5M -68,013 -91%
KC
515
Kenfarb & Co
Kentucky
$139K – – –
AWM
516
Ameliora Wealth Management
Switzerland
$130K – – –
DRS
517
Deane Retirement Strategies
Louisiana
$129K +$5.69K +258 +5%
AAM
518
Advisors Asset Management
Colorado
$126K -$3.22K -146 -2%
AA
519
Ancora Advisors
Ohio
$125K -$711K -32,268 -85%
SSWM
520
Sheets Smith Wealth Management
North Carolina
$122K +$122K +5,550 New
CF
521
Centaurus Financial
California
$122K -$4.28K -194 -3%
FFA
522
Founders Financial Alliance
North Carolina
$119K -$23K -1,044 -16%
CWP
523
Concord Wealth Partners
Virginia
$119K -$3.79K -172 -3%
SSB
524
Sandy Spring Bank
Maryland
$118K +$100K +4,550 +577%
APC
525
Aspire Private Capital
North Carolina
$115K -$564K -25,575 -83%
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