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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 %
ERIC
526
Eagle Rock Investment Company
Georgia
$230K – – –
KA
527
Kovack Advisors
Florida
$230K +$230K +9,979 New
RFN
528
RDA Financial Network
Iowa
$226K +$226K +9,799 New
QWM
529
Quadcap Wealth Management
Texas
$220K +$220K +9,567 New
IA
530
Insight Advisors
Pennsylvania
$220K -$2.33K -101 -1%
AWA
531
Acorn Wealth Advisors
Michigan
$218K -$11.2K -486 -5%
AIA
532
Alternative Investment Advisors
Florida
$217K -$103K -4,479 -32%
ATC
533
Argent Trust Co
Tennessee
$217K -$1.37M -59,636 -86%
Luther King Capital Management (LKCM)
534
Luther King Capital Management (LKCM)
Texas
$216K – – –
ESB
535
Essex Savings Bank
Connecticut
$215K +$1.22K +53 +0.6%
GWM
536
GDS Wealth Management
Texas
$214K -$12.9K -559 -6%
DWM
537
Dakota Wealth Management
Florida
$213K +$213K +9,227 New
SAM
538
Strategy Asset Managers
California
$212K -$5.62K -244 -3%
NCM
539
NCM Capital Management
New Jersey
$207K +$207K +8,974 New
MFG
540
Magnus Financial Group
New York
$205K +$205K +8,878 New
RCM
541
Regency Capital Management
Hawaii
$204K +$204K +8,848 New
Aberdeen Group
542
Aberdeen Group
United Kingdom
$203K +$203K +8,798 New
CPL
543
CAP Partners LLC
Tennessee
$202K +$202K +8,783 New
SS
544
Simplicity Solutions
Minnesota
$201K +$201K +8,730 New
BF
545
BOK Financial
Oklahoma
$201K +$192K +8,334 +2,252%
BSWA
546
Bromfield Sneider Wealth Advisors
Massachusetts
$192K +$806 +35 +0.4%
OIA
547
Optimum Investment Advisors
Illinois
$178K -$887K -38,492 -83%
SAS
548
Stelac Advisory Services
New York
$171K -$609K -26,440 -78%
PWA
549
Provenance Wealth Advisors
Florida
$170K +$170K +7,370 New
Fifth Third Bancorp
550
Fifth Third Bancorp
Ohio
$166K -$185K -8,013 -53%
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