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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

624 hedge funds and large institutions have $24.4B invested in iShares US Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 270 increasing their positions, 216 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
9.99%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.04%
New
87
Increased
270
Reduced
216
Closed
77
Calls
$346K
Puts
$5.67M
Net Calls
-$5.32M
Net Calls Change
-$7.14M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.43B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.99B
3
Truist Financial
Truist Financial
North Carolina
$1.3B
4
LPL Financial
LPL Financial
California
$469M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.83B

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$47.3M
2
Temasek Holdings
Temasek Holdings
Singapore
$148M
3
EWA
EP Wealth Advisors
California
$85.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$19M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
626
Flow Traders U.S.
New York
– -$37.1M -1,633,427 Closed
SMM
627
Stadion Money Management
Georgia
– -$33.6M -1,480,915 Closed
SCI
628
Stableford Capital II
Arizona
– -$12.4M -532,985 Closed
SEM
629
Strategic Equity Management
Arizona
– -$11.2M -493,036 Closed
MWP
630
Meridian Wealth Partners
Pennsylvania
– -$8.68M -382,121 Closed
DF
631
Donoghue Forlines
Massachusetts
– -$7.27M -320,025 Closed
ME
632
McIlrath & Eck
Washington
– -$6.95M -306,029 Closed
MWM
633
Merriman Wealth Management
Washington
– -$6.62M -291,306 Closed
BWM
634
Boyd Wealth Management
California
– -$5.18M -227,965 Closed
MCC
635
Money Concepts Capital
Florida
– -$4.74M -208,789 Closed
BOC
636
Bull Oak Capital
California
– -$4.13M -181,720 Closed
KFP
637
KMG Fiduciary Partners
Ohio
– -$2.98M -130,960 Closed
Citadel Advisors
638
Citadel Advisors
Florida
– -$2.53M -111,411 Closed
OMC
639
Old Mission Capital
Illinois
– -$1.96M -86,118 Closed
NCM
640
NCM Capital Management
New Jersey
– -$1.69M -74,257 Closed
EWMCB
641
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$1.2M -52,733 Closed
OFG
642
OmniStar Financial Group
North Carolina
– -$962K -42,320 Closed
HT
643
Headlands Technologies
Illinois
– -$711K -31,309 Closed
EW
644
Enzi Wealth
Texas
– -$673K -28,820 Closed
TWM
645
Trinity Wealth Management
Pennsylvania
– -$645K -28,369 Closed
TPA
646
Trivium Point Advisory
Connecticut
– -$654K -28,272 Closed
PFA
647
Petra Financial Advisors
Colorado
– -$631K -27,794 Closed
TSA
648
Tri-Star Advisors
Texas
– -$637K -27,387 Closed
WSTAM
649
Wilbanks Smith & Thomas Asset Management
Virginia
– -$556K -24,486 Closed
LA
650
Lane & Associates
New Jersey
– -$515K -22,686 Closed
24 25
26
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