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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$307M
2
Bank of America
Bank of America
North Carolina
$8.47B
3
Charles Schwab
Charles Schwab
California
$172M
4
Temasek Holdings
Temasek Holdings
Singapore
$261M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.22B

Top Sellers

1
EWA
EP Wealth Advisors
California
$60.8M
2
MMA
Miracle Mile Advisors
California
$410K
3
SWG
Summit Wealth Group
Vermont
$900K
4
Asset Management One
Asset Management One
Japan
$27.4M
5
BlackRock
BlackRock
New York
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
626
SOA Wealth Advisors
New York
$5.82K +$366 +16 +7%
BWA
627
BDO Wealth Advisors
Florida
$4.19K – – –
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$4.17K +$4.17K +182 New
GWANC
629
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.89K – – –
BBHC
630
Brown Brothers Harriman & Co
New York
$3.46K – – –
TAM
631
Townsend Asset Management
North Carolina
$3.37K – – –
TF
632
Tompkins Financial
New York
$2.75K +$2.75K +120 New
BC
633
Barrett & Company
Rhode Island
$2.61K – – –
LFG
634
Larson Financial Group
Missouri
$2.41K -$12.7K -553 -84%
GWSG
635
GPS Wealth Strategies Group
Colorado
$1.88K -$8.59K -375 -82%
AWM
636
Avior Wealth Management
Nebraska
$1.76K -$1.79K -78 -50%
NC
637
NewSquare Capital
Pennsylvania
$1.65K +$1.65K +72 New
FGAM
638
Financial Gravity Asset Management
Texas
$1.38K +$93 +4,060 +7%
JFGIW
639
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33K +$1.33K +58 New
RFA
640
Register Financial Advisors
Georgia
$1.28K +$1.28K +56 New
GWMIA
641
Global Wealth Management Investment Advisory
Florida
$1.19K +$1.19K +52 New
ADL
642
Asset Dedication LLC
California
$1K -$1.51K -56 -60%
TFGT
643
TS Financial Group (TSFG)
Illinois
$1K – – –
HFS
644
HBC Financial Services
Washington
$1K +$1K +65 New
TIM
645
Tortoise Investment Management
New York
$962 -$4.47K -195 -82%
IFAM
646
Institutional & Family Asset Management
Colorado
$893 +$893 +39 New
First Manhattan
647
First Manhattan
New York
$824 – – –
FPFS
648
First Personal Financial Services
North Carolina
$687 -$30.3K -1,323 -98%
RFG
649
RFP Financial Group
Georgia
$161 +$161 +7 New
AWM
650
Atticus Wealth Management
Florida
$69 – – –
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