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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 %
NP
601
NorthRock Partners
Minnesota
$53.1K +$53.1K +2,307 New
SIC
602
Salem Investment Counselors
North Carolina
$51K +$15K +649 +41%
HNB
603
Huntington National Bank
Ohio
$49.9K – – –
SS
604
Sunbelt Securities
Texas
$49.7K -$4.01K -174 -7%
TH
605
TCTC Holdings
Texas
$49.7K – – –
EWM
606
EPG Wealth Management
Georgia
$49.4K +$28.2K +1,254 +133%
SIC
607
SJS Investment Consulting
Ohio
$48.7K +$48.7K +2,115 New
CTWM
608
Cherry Tree Wealth Management
Minnesota
$46.2K – – –
MA
609
Montag & Associates
Georgia
$43.3K – – –
CA
610
Clearstead Advisors
Ohio
$42.6K +$3.02K +131 +8%
PP
611
PrairieView Partners
Minnesota
$40K – – –
BWM
612
Baystate Wealth Management
Massachusetts
$36.8K -$69 -3 -0.2%
IRC
613
Investors Research Corp
Georgia
$36.2K +$9.82K +426 +37%
WPA
614
West Paces Advisors
Georgia
$34.6K – – –
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$34.1K -$35.9K -1,559 -51%
ACA
616
Aptus Capital Advisors
Alabama
$33.6K -$24.6K -1,069 -42%
RCM
617
Raleigh Capital Management
North Carolina
$33.4K -$8.23K -357 -20%
WIA
618
Wetzel Investment Advisors
Indiana
$33K +$33K +1,421 New
M
619
MOTCO
Texas
$32.3K – – –
USB
620
Union Savings Bank
Connecticut
$32.3K – – –
CCA
621
Criterion Capital Advisors
Tennessee
$31.8K +$31.8K +1,379 New
NCM
622
Northwest Capital Management
Oregon
$29.4K – – –
IGWM
623
ICA Group Wealth Management
Colorado
$28.3K +$28.3K +1,229 New
RFG
624
REAP Financial Group
Texas
$28.2K +$28.2K +1,223 New
GEA
625
Glen Eagle Advisors
New Jersey
$27.8K -$3.34K -145 -11%
23 24
25
26 27