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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 %
JWM
576
Janiczek Wealth Management
Colorado
$90.4K -$760 -33 -0.8%
CFB
577
Cullen/Frost Bankers
Texas
$88.3K – – –
PFBT
578
Parkside Financial Bank & Trust
Missouri
$86.4K +$86.4K +3,750 New
CWP
579
Concord Wealth Partners
Virginia
$85.4K -$39.1K -1,698 -31%
VWM
580
Venturi Wealth Management
Texas
$80.8K -$71.4K -3,098 -47%
AWM
581
Able Wealth Management
New Jersey
$80.4K +$80.4K +3,490 New
Kayne Anderson Rudnick Investment Management
582
Kayne Anderson Rudnick Investment Management
California
$78.7K – – –
ATC
583
Adirondack Trust Company
New York
$76.6K – – –
ITIM
584
Indiana Trust & Investment Management
Indiana
$76.5K +$24.3K +1,055 +47%
BFEC
585
Benjamin F. Edwards & Company
Missouri
$75K +$62.3K +2,692 +491%
MSFP
586
Mark Sheptoff Financial Planning
Connecticut
$73.5K +$73.5K +3,192 New
AFG
587
Albion Financial Group
Utah
$69.6K – – –
YAL
588
Your Advocates Ltd
Texas
$67K – – –
CT
589
Colonial Trust
South Carolina
$63.3K -$148K -6,400 -70%
Loomis, Sayles & Company
590
Loomis, Sayles & Company
Massachusetts
$63K +$63K +2,720 New
BHWM
591
Beaird Harris Wealth Management
Texas
$62.8K – – –
CTA
592
Colonial Trust Advisors
South Carolina
$62.6K -$46.1K -2,000 -42%
LTI
593
Laffer Tengler Investments
Tennessee
$61K +$61K +2,648 New
CIA
594
Cape Investment Advisory
Georgia
$60.6K -$22.4K -971 -27%
CHA
595
Carmichael Hill & Associates
Maryland
$60.2K -$4.19K -182 -7%
AAM
596
Advisors Asset Management
Colorado
$60.1K -$71.6K -3,107 -54%
SA
597
Scarborough Advisors
Maryland
$57.1K +$57.1K +2,478 New
EWA
598
EverSource Wealth Advisors
Alabama
$54.4K -$15K -650 -22%
GI
599
Gradient Investments
Minnesota
$54K +$28.1K +1,221 +109%
OLVIG
600
Oliver Lagore Vanvalin Investment Group
Michigan
$53.3K -$129K -5,598 -71%
22 23
24
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