GOVT icon

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 %
Bank Julius Baer & Co
651
Bank Julius Baer & Co
Switzerland
– -$15.6M -668,660 Closed
Allianz Asset Management
652
Allianz Asset Management
Germany
– -$11.7M -500,000 Closed
SIA
653
Strategic Investment Advisors
Michigan
– -$5.68M -243,064 Closed
CCMG
654
Clark Capital Management Group
Pennsylvania
– -$2.37M -101,196 Closed
Jane Street
655
Jane Street
New York
– -$2.13M -91,209 Closed
WA
656
WBH Advisory
Maryland
– -$1.68M -71,723 Closed
RL
657
Retireful LLC
Michigan
– -$1.62M -69,278 Closed
NRI
658
NFP Retirement Inc
California
– -$1.04M -44,305 Closed
SWP
659
ShoreHaven Wealth Partners
New Jersey
– -$602K -25,755 Closed
SP
660
Successful Portfolios
Florida
– -$480K -20,510 Closed
BHPW
661
Beverly Hills Private Wealth
California
– -$458K -19,575 Closed
FMN
662
Financial Management Network
California
– -$440K -18,711 Closed
FFA
663
First Foundation Advisors
California
– -$415K -17,746 Closed
UB
664
UMB Bank
Missouri
– -$410K -17,520 Closed
AAS
665
Ameritas Advisory Services
Nebraska
– -$405K -17,341 Closed
SWP
666
Strategic Wealth Partners
Ohio
– -$398K -17,035 Closed
PFG
667
Prosperity Financial Group
California
– -$346K -14,817 Closed
WCP
668
Wick Capital Partners
Pennsylvania
– -$345K -14,763 Closed
CAM
669
Cresset Asset Management
Illinois
– -$309K -13,233 Closed
IF
670
Intrua Financial
Texas
– -$307K -13,153 Closed
CW
671
Channel Wealth
California
– -$269K -11,522 Closed
3LCM
672
3D/L Capital Management
Connecticut
– -$234K -9,997 Closed
BCG
673
Breakwater Capital Group
New Jersey
– -$224K -9,595 Closed
CFO
674
CVA Family Office
Colorado
– -$224K -9,568 Closed
MA
675
MKT Advisors
California
– -$218K -9,240 Closed
25 26
27
28 29