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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 %
ACA
551
Aptus Capital Advisors
Alabama
$55.7K -$2.47K -112 -4%
BBHC
552
Brown Brothers Harriman & Co
New York
$54.2K +$50.9K +2,309 +1,529%
RFA
553
Resurgent Financial Advisors
Georgia
$52.7K -$279K -12,669 -84%
PPWM
554
PFG Private Wealth Management
Florida
$51.5K +$51.5K +2,337 New
SS
555
Sunbelt Securities
Texas
$51.4K -$6.02K -273 -10%
ITIM
556
Indiana Trust & Investment Management
Indiana
$49.9K +$49.9K +2,264 New
TH
557
TCTC Holdings
Texas
$47.6K +$47.6K +2,158 New
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$46K +$21.3K +967 +86%
PB
559
Pinnacle Bancorp
Nebraska
$45.8K – – –
NRC
560
New Republic Capital
North Carolina
$45.5K -$190K -8,621 -81%
FAM
561
Family Asset Management
South Carolina
$45.3K -$230K -10,432 -84%
CTWM
562
Cherry Tree Wealth Management
Minnesota
$44.2K – – –
TRCT
563
Tower Research Capital (TRC)
New York
$43.5K +$20.6K +935 +90%
MA
564
Montag & Associates
Georgia
$41.4K – – –
BC
565
Bartlett & Co
Ohio
$41K – – –
BCWM
566
Bartlett & Co Wealth Management
Ohio
$40.8K – – –
AIC
567
Archer Investment Corporation
Indiana
$40K +$17.2K +781 +76%
RCM
568
Raleigh Capital Management
North Carolina
$39.8K -$182K -8,254 -82%
CA
569
Clearstead Advisors
Ohio
$37.8K +$18.9K +858 +100%
PP
570
PrairieView Partners
Minnesota
$37K -$6.81K -313 -16%
Citadel Advisors
571
Citadel Advisors
Florida
$35.9K -$2.17M -98,300 -98%
BWM
572
Baystate Wealth Management
Massachusetts
$35.2K -$187K -8,504 -84%
SIC
573
Salem Investment Counselors
North Carolina
$34.5K -$2.49K -113 -7%
WPA
574
West Paces Advisors
Georgia
$33.1K – – –
CAL
575
Capital Analysts LLC
Pennsylvania
$33K -$862K -38,882 -96%
21 22
23
24 25