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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 %
IMA
651
Investment Management Associates
Colorado
– -$17.5M -763,991 Closed
AWC
652
Abundance Wealth Counselors
Pennsylvania
– -$7.12M -311,063 Closed
T
653
TCWP
Ohio
– -$7.1M -310,231 Closed
SS
654
Simplicity Solutions
Minnesota
– -$3.09M -135,031 Closed
VAS
655
Vestmark Advisory Solutions
Massachusetts
– -$1.45M -63,500 Closed
IDA
656
Intelligence Driven Advisers
California
– -$1.36M -60,343 Closed
FMWA
657
Forvis Mazars Wealth Advisors
Missouri
– -$1.07M -46,547 Closed
TPW
658
Transatlantique Private Wealth
New York
– -$954K -41,679 Closed
NL
659
NWAM LLC
Washington
– -$903K -39,416 Closed
RFP
660
RCS Financial Planning
Maryland
– -$893K -39,011 Closed
SFG
661
Sovereign Financial Group
Connecticut
– -$866K -37,834 Closed
RI
662
Rinkey Investments
California
– -$814K -35,525 Closed
TSS
663
Two Sigma Securities
New York
– -$773K -33,744 Closed
PG
664
Prostatis Group
Maryland
– -$38.1K -32,686 Closed
KA
665
Kovack Advisors
Florida
– -$697K -30,424 Closed
VPP
666
Vertex Planning Partners
Illinois
– -$655K -28,609 Closed
ACM
667
Absolute Capital Management
Pennsylvania
– -$631K -27,551 Closed
BJL
668
Brighton Jones LLC
Washington
– -$561K -24,492 Closed
SI
669
Stephens Inc
Arkansas
– -$531K -23,196 Closed
KCFA
670
Key Client Fiduciary Advisors
New Jersey
– -$514K -22,436 Closed
CAM
671
Concorde Asset Management
Michigan
– -$480K -20,982 Closed
BFA
672
Beacon Financial Advisory
Ohio
– -$474K -20,698 Closed
TI
673
Trexquant Investment
Connecticut
– -$447K -19,522 Closed
RFN
674
RDA Financial Network
Iowa
– -$425K -18,576 Closed
WEG
675
World Equity Group
Illinois
– -$415K -18,120 Closed
25 26
27
28 29