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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
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 Holding Trade Value Shares
Change 		Shares
Change %
NFSG
526
Newbridge Financial Services Group
Florida
$110K +$331 +15 +0.3%
HGERS
527
Householder Group Estate & Retirement Specialist
Arizona
$110K +$110K +4,976 New
BWL
528
Bogart Wealth LLC
Virginia
$107K -$36.3K -1,649 -25%
CTA
529
Colonial Trust Advisors
South Carolina
$104K – – –
BCM
530
BluePath Capital Management
Georgia
$101K +$101K +4,573 New
FDCDDQ
531
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K – – –
HT
532
Headlands Technologies
Illinois
$98.6K +$29K +1,317 +42%
WWM
533
Wagner Wealth Management
South Carolina
$98.6K – – –
FPB
534
First PREMIER Bank
South Dakota
$89K – – –
JWM
535
Janiczek Wealth Management
Colorado
$87.2K +$87.2K +3,956 New
CSB
536
City State Bank
Iowa
$85K – – –
CFB
537
Cullen/Frost Bankers
Texas
$84.5K +$287 +13 +0.3%
CIA
538
Cape Investment Advisory
Georgia
$79.4K -$107K -4,874 -58%
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
$75.4K – – –
ATC
540
Adirondack Trust Company
New York
$74.5K +$74.5K +3,383 New
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$67K +$63K +2,858 +1,570%
AFG
542
Albion Financial Group
Utah
$66.6K +$33.5K +1,522 +101%
EWA
543
EverSource Wealth Advisors
Alabama
$66.4K -$192K -8,713 -74%
GIA
544
Goodwin Investment Advisory
Georgia
$64.1K -$529 -24 -0.8%
YAL
545
Your Advocates Ltd
Texas
$64.1K +$48.8K +2,215 +320%
BCMLT
546
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.1K – – –
CHA
547
Carmichael Hill & Associates
Maryland
$61.6K +$1.28K +58 +2%
IPW
548
Impact Partnership Wealth
Georgia
$60.2K +$54.1K +2,456 +887%
BHWM
549
Beaird Harris Wealth Management
Texas
$60.1K -$22 -1 -0%
AAG
550
Armstrong Advisory Group
Massachusetts
$57.3K +$57.3K +2,600 New
20 21
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