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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 %
Toronto Dominion Bank
601
Toronto Dominion Bank
Ontario, Canada
$11.3K +$11.3K +514 New
FWP
602
FAS Wealth Partners
Kansas
$11.2K -$9.46K -429 -46%
Simplex Trading
603
Simplex Trading
Illinois
$11K +$11K +522 New
RG
604
Retirement Group
California
$10.2K – – –
MWM
605
Mascoma Wealth Management
New Hampshire
$10.2K -$5.55K -252 -35%
SIS
606
Sound Income Strategies
Florida
$9.85K -$24.2K -1,099 -71%
AP
607
Arlington Partners
Alabama
$9.72K – – –
AT
608
Arlington Trust
Alabama
$9.72K +$9.72K +441 New
CT
609
Cambridge Trust
Massachusetts
$9.15K +$9.15K +415 New
PP
610
Pacifica Partners
Canada
$8.84K – – –
CCP
611
Carmel Capital Partners
California
$8.53K – – –
SFA
612
Semmax Financial Advisors
North Carolina
$8.06K +$8.06K +366 New
BF
613
BOK Financial
Oklahoma
$8.04K -$386K -17,771 -98%
TWP
614
TFO Wealth Partners
Ohio
$7.95K – – –
GJIA
615
Glass Jacobson Investment Advisors
Maryland
$7.45K +$1.17K +53 +19%
CA
616
Centerpoint Advisors
Massachusetts
$7K – – –
SWA
617
SOA Wealth Advisors
New York
$6.48K +$882 +40 +16%
CB
618
Centennial Bank
Arkansas
$5.77K – – –
BAAM
619
Baker Avenue Asset Management
California
$5.64K -$31K -1,407 -85%
WA
620
WestEnd Advisors
North Carolina
$5.29K +$5.29K +240 New
IF
621
Integrity Financial
Wyoming
$5.16K -$95K -4,312 -95%
CSC
622
Caldwell Sutter Capital
California
$4.78K +$4.78K +217 New
TF
623
Tompkins Financial
New York
$3.97K +$1.32K +60 +50%
LWCFA
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.82K +$3.82K +174 New
ME
625
McIlrath & Eck
Washington
$3.68K -$3.62M -164,090 -100%
23 24
25
26 27