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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 %
DP
501
Dearborn Partners
Illinois
$271K – – –
BPC
502
Banque Pictet & Cie
Switzerland
$268K – – –
SC
503
Seldon Capital
California
$267K – – –
OC
504
Oppenheimer & Co
New York
$265K +$49.4K +2,145 +23%
WWM
505
Western Wealth Management
Colorado
$265K -$52.1K -2,261 -16%
OWMIAS
506
One Wealth Management Investment & Advisory Services
Florida
$263K +$263K +11,428 New
BW
507
BIP Wealth
Georgia
$263K +$263K +11,400 New
CB
508
Cadence Bank
Mississippi
$255K -$43K -1,865 -14%
WA
509
Wealth Alliance
New York
$253K -$84.9K -3,684 -25%
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$251K +$253 +11 +0.1%
PFP
511
Pinnacle Financial Partners
Tennessee
$250K +$250K +10,867 New
BWM
512
Bulltick Wealth Management
Florida
$250K +$5.07K +220 +2%
BW
513
Bison Wealth
Georgia
$248K +$783 +34 +0.3%
TSS
514
Two Sigma Securities
New York
$247K +$247K +10,700 New
PCA
515
Pallas Capital Advisors
Massachusetts
$245K -$1.08M -47,067 -82%
TA
516
TrueWealth Advisors
Alabama
$244K -$253 -11 -0.1%
CWC
517
Carolinas Wealth Consulting
North Carolina
$244K +$1.84K +80 +0.8%
TBWA
518
Three Bridge Wealth Advisors
California
$243K +$243K +10,551 New
PFG
519
PAX Financial Group
Texas
$243K -$2.82M -124,211 -92%
CPG
520
Cornerstone Planning Group
New Jersey
$243K -$380K -16,504 -61%
SPI
521
Sutton Place Investors
New York
$242K -$117K -5,080 -33%
KFP
522
KMG Fiduciary Partners
Ohio
$239K +$239K +10,375 New
IAA
523
Independent Advisor Alliance
North Carolina
$239K -$38.8K -1,683 -14%
I
524
INVST
Indiana
$238K -$1.25M -54,793 -84%
ACP
525
Aveo Capital Partners
Colorado
$237K +$237K +10,290 New
19 20
21
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