GOVT icon

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 %
M
576
MOTCO
Texas
$30.9K -$77.1K -3,499 -71%
USB
577
Union Savings Bank
Connecticut
$30.9K – – –
CH
578
Canton Hathaway
Rhode Island
$30K – – –
GEA
579
Glen Eagle Advisors
New Jersey
$29.8K – – –
NCM
580
Northwest Capital Management
Oregon
$28.2K – – –
RIA
581
Realta Investment Advisors
Delaware
$26.2K – – –
IRC
582
Investors Research Corp
Georgia
$25.3K -$7.87K -357 -24%
GI
583
Gradient Investments
Minnesota
$24.7K +$9.83K +446 +66%
RW
584
RVW Wealth
California
$24.6K +$24.6K +1,118 New
HWA
585
HHM Wealth Advisors
Tennessee
$24.1K – – –
FWA
586
FSC Wealth Advisors
New York
$23.3K +$23.3K +1,058 New
TAM
587
Tucker Asset Management
Colorado
$22.2K -$43.6K -1,977 -66%
SMA
588
Sage Mountain Advisors
Georgia
$21.7K – – –
WTA
589
Washington Trust Advisors
Massachusetts
$21.3K – – –
EWM
590
EPG Wealth Management
Georgia
$20.7K -$1.28K -58 -6%
S
591
SignatureFD
Georgia
$20.7K – – –
HR
592
Howe & Rusling
New York
$19.1K – – –
JHCP
593
Jackson Hole Capital Partners
Oklahoma
$18.2K – – –
RFA
594
Register Financial Advisors
Georgia
$16.9K +$15.7K +712 +1,271%
AWM
595
Aspire Wealth Management
Massachusetts
$16.7K -$230K -10,429 -93%
AC
596
AlphaCore Capital
California
$14.7K +$6.81K +309 +86%
FCG
597
Financial Connections Group
California
$14K +$85 +4 +0.6%
PFSC
598
Peoples Financial Services Corp
Pennsylvania
$13.6K – – –
BFEC
599
Benjamin F. Edwards & Company
Missouri
$12K -$4.64K -212 -28%
VNA
600
Valley National Advisers
Pennsylvania
$12K +$12K +533 New
22 23
24
25 26