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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 %
GA
626
GoalVest Advisory
New York
$3.37K +$3.37K +153 New
TAM
627
Townsend Asset Management
North Carolina
$3.24K – – –
LFG
628
Larson Financial Group
Missouri
$3K +$683 +31 +30%
RAM
629
Riggs Asset Management
Pennsylvania
$2.98K +$2.98K +135 New
NSIM
630
North Star Investment Management
Illinois
$2.69K +$2.69K +122 New
FCAS
631
First Command Advisory Services
Texas
$2.62K +$1.57K +71 +148%
BC
632
Barrett & Company
Rhode Island
$2.51K – – –
GWSG
633
GPS Wealth Strategies Group
Colorado
$1.81K – – –
AWM
634
Avior Wealth Management
Nebraska
$1.7K – – –
SWA
635
Sutton Wealth Advisors
Florida
$1.37K +$1.37K +62 New
JFGIW
636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28K – – –
GWANC
637
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.19K -$2.56K -116 -68%
GWMIA
638
Global Wealth Management Investment Advisory
Florida
$1.15K – – –
HIA
639
Harbor Investment Advisory
Maryland
$1.01K -$12.7K -577 -93%
ADL
640
Asset Dedication LLC
California
$1K – – –
HFS
641
HBC Financial Services
Washington
$1K – – –
TFGT
642
TS Financial Group (TSFG)
Illinois
$1K – – –
TIM
643
Tortoise Investment Management
New York
$926 – – –
FPFS
644
First Personal Financial Services
North Carolina
$662 – – –
PCTC
645
Perkins Coie Trust Company
Washington
$660 +$660 +30 New
AWA
646
Authentikos Wealth Advisory
California
$573 +$573 +26 New
PMFA
647
Plante Moran Financial Advisors
Michigan
$441 +$441 +20 New
BWS
648
Buck Wealth Strategies
Colorado
$299 +$299 +14 New
FIM
649
FWL Investment Management
Texas
$66 +$66 +3 New
Asset Management One
650
Asset Management One
Japan
– -$27.4M -1,197,000 Closed
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