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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 %
OAJ
651
Ogorek Anthony Joseph
New York
$13K +$13K +592 New
FWP
652
FAS Wealth Partners
Kansas
$12.4K +$691 +30 +6%
OFG
653
Oxford Financial Group
Indiana
$10.9K +$10.9K +473 New
SAM
654
Smartleaf Asset Management
Massachusetts
$10.8K +$10.8K +468 New
RG
655
Retirement Group
California
$10.7K – – –
MWM
656
Mascoma Wealth Management
New Hampshire
$10.6K – – –
AWA
657
Alaska Wealth Advisors
Alaska
$10.6K +$10.6K +460 New
KSWA
658
Kathleen S. Wright Associates
Pennsylvania
$10.2K +$10.2K +443 New
AP
659
Arlington Partners
Alabama
$10.2K – – –
AT
660
Arlington Trust
Alabama
$10.2K – – –
SIS
661
Sound Income Strategies
Florida
$9.82K -$484 -21 -5%
PP
662
Pacifica Partners
Canada
$9.14K – – –
LFG
663
Larson Financial Group
Missouri
$7.97K +$4.84K +210 +154%
VL
664
Vima LLC
Michigan
$6.82K +$6.82K +296 New
GJIA
665
Glass Jacobson Investment Advisors
Maryland
$6.57K -$1.22K -53 -16%
HCP
666
Hexagon Capital Partners
Arkansas
$6.24K +$6.24K +271 New
IFAM
667
Institutional & Family Asset Management
Colorado
$6.08K +$6.08K +264 New
RCM
668
Richardson Capital Management
Wisconsin
$6.05K +$6.05K +263 New
CB
669
Centennial Bank
Arkansas
$6.04K – – –
LFA
670
Livelsberger Financial Advisory
Ohio
$5.92K +$5.92K +257 New
LF
671
Lee Financial
Texas
$5.88K +$5.88K +255 New
CSC
672
Caldwell Sutter Capital
California
$5.85K +$852 +37 +17%
NFSG
673
Newbridge Financial Services Group
Florida
$5.81K -$109K -4,729 -95%
WA
674
WestEnd Advisors
North Carolina
$5.53K – – –
IF
675
Integrity Financial
Wyoming
$5.39K – – –
25 26
27
28 29