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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 %
SRCM
551
Signature Resources Capital Management
California
$165K +$165K +7,148 New
CPG
552
Custom Portfolio Group
Colorado
$142K +$142K +6,148 New
FCA
553
FinTrust Capital Advisors
South Carolina
$140K -$81.5K -3,538 -37%
AWM
554
Ameliora Wealth Management
Switzerland
$136K – – –
CSB
555
City State Bank
Iowa
$135K +$46.2K +2,000 +52%
DRS
556
Deane Retirement Strategies
Louisiana
$126K -$9.12K -396 -7%
CF
557
Centaurus Financial
California
$125K -$2.28K -99 -2%
SSB
558
Sandy Spring Bank
Maryland
$117K -$6.43K -279 -5%
RFS
559
Richardson Financial Services
Massachusetts
$116K +$116K +5,023 New
CTC
560
Central Trust Company
Missouri
$116K +$116K +5,013 New
VC
561
Vestor Capital
Illinois
$115K -$317K -13,732 -73%
RIL
562
Rothschild Investment LLC
Illinois
$115K +$115K +4,973 New
FFA
563
Founders Financial Alliance
North Carolina
$114K -$10.3K -448 -8%
PK
564
Pflug Koory
Nebraska
$114K +$114K +4,953 New
HGERS
565
Householder Group Estate & Retirement Specialist
Arizona
$114K -$230 -10 -0.2%
APC
566
Aspire Private Capital
North Carolina
$105K -$15K -651 -12%
FDCDDQ
567
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K – – –
WWM
568
Wagner Wealth Management
South Carolina
$103K – – –
KFS
569
Kelly Financial Services
Massachusetts
$103K -$219K -9,500 -68%
BWL
570
Bogart Wealth LLC
Virginia
$100K -$11.1K -481 -10%
KA
571
Kozak & Associates
Colorado
$96.7K +$96.7K +4,234 New
MFT
572
Moisand Fitzgerald Tamayo
Florida
$96.6K +$96.6K +4,193 New
FFO
573
Fortitude Family Office
Arizona
$95.3K +$95.3K +4,136 New
FPB
574
First PREMIER Bank
South Dakota
$93K – – –
AA
575
Ancora Advisors
Ohio
$90.5K -$40.5K -1,758 -31%
21 22
23
24 25