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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 %
CH
626
Canton Hathaway
Rhode Island
$26K -$5.71K -246 -18%
PB
627
Pinnacle Bancorp
Nebraska
$25.6K -$22.3K -969 -47%
WB
628
Webster Bank
Connecticut
$25K +$25K +1,087 New
FWA
629
FSC Wealth Advisors
New York
$24.4K – – –
TAM
630
Tucker Asset Management
Colorado
$23.2K – – –
SWM
631
Sugarloaf Wealth Management
Georgia
$23K +$23K +1,000 New
WTA
632
Washington Trust Advisors
Massachusetts
$22.2K – – –
RFA
633
Resurgent Financial Advisors
Georgia
$21.6K -$33.5K -1,453 -61%
PA
634
Pineridge Advisors
Missouri
$20.9K +$20.9K +906 New
S
635
SignatureFD
Georgia
$20.9K -$760 -33 -4%
AIC
636
Archer Investment Corporation
Indiana
$20.6K -$21.2K -921 -51%
FWM
637
FSA Wealth Management
Massachusetts
$20K +$20K +881 New
AAP
638
Arax Advisory Partners
Colorado
$19.2K +$19.2K +834 New
NRC
639
New Republic Capital
North Carolina
$19K -$28.5K -1,237 -60%
JHCP
640
Jackson Hole Capital Partners
Oklahoma
$19K – – –
RIM
641
Rockbridge Investment Management
New York
$19K +$19K +824 New
CAL
642
Capital Analysts LLC
Pennsylvania
$18K -$15.5K -690 -46%
OSAM
643
O'Shaughnessy Asset Management
Connecticut
$17.6K -$30.5K -1,322 -63%
AWM
644
Aspire Wealth Management
Massachusetts
$17.4K – – –
GWSG
645
GPS Wealth Strategies Group
Colorado
$15.9K +$14K +606 +739%
AC
646
AlphaCore Capital
California
$15.4K – – –
FCG
647
Financial Connections Group
California
$15K +$158 +7 +1%
T
648
Tidemark
California
$14.9K +$14.9K +648 New
FAM
649
Family Asset Management
South Carolina
$14.3K -$33K -1,433 -70%
PFSC
650
Peoples Financial Services Corp
Pennsylvania
$14.3K – – –
24 25
26
27 28