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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 %
LF
651
Lantz Financial
Illinois
– -$490K -21,588 Closed
SG
652
StoneX Group
New York
– -$488K -21,490 Closed
ICMP
653
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$482K -21,231 Closed
FCA
654
FLC Capital Advisors
California
– -$391K -17,220 Closed
WIM
655
WealthPlan Investment Management
Nebraska
– -$386K -16,790 Closed
Corient Private Wealth
656
Corient Private Wealth
Florida
– -$377K -16,608 Closed
FCAM
657
First Citizens Asset Management
North Carolina
– -$361K -15,873 Closed
Creative Planning
658
Creative Planning
Kansas
– -$354K -15,578 Closed
WF
659
Wayfinding Financial
Washington
– -$402K -15,523 Closed
KF
660
Krilogy Financial
Missouri
– -$326K -14,330 Closed
JCM
661
Janney Capital Management
Pennsylvania
– -$264K -11,641 Closed
CWA
662
Canvas Wealth Advisors
Kansas
– -$258K -10,991 Closed
SWA
663
Strategies Wealth Advisors
Michigan
– -$240K -10,581 Closed
ACM
664
AlphaStar Capital Management
North Carolina
– -$234K -10,318 Closed
RFM
665
Royal Fund Management
Florida
– -$225K -9,900 Closed
BFAG
666
Blackston Financial Advisory Group
Florida
– -$225K -9,900 Closed
BFC
667
Bedel Financial Consulting
Indiana
– -$219K -9,641 Closed
FCH
668
Freestone Capital Holdings
Washington
– -$210K -9,258 Closed
CRI
669
Commonwealth Retirement Investments
Virginia
– -$209K -9,179 Closed
NW
670
NewEdge Wealth
Pennsylvania
– -$207K -9,129 Closed
VVP
671
Venture Visionary Partners
Ohio
– -$201K -8,851 Closed
IFA
672
Interactive Financial Advisors
Illinois
– -$168K -7,383 Closed
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$164K -7,225 Closed
TA
674
Tectonic Advisors
Texas
– -$159K -6,989 Closed
LFA
675
LGT Financial Advisors
Texas
– -$137K -6,012 Closed
25 26
27
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