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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 %
PIA
676
Perennial Investment Advisors
California
– -$408K -17,807 Closed
HAS
677
HBW Advisory Services
California
– -$403K -17,617 Closed
FHA
678
Flagship Harbor Advisors
Massachusetts
– -$393K -17,152 Closed
NW
679
NewEdge Wealth
Pennsylvania
– -$388K -16,930 Closed
ACP
680
Aveo Capital Partners
Colorado
– -$375K -16,365 Closed
PCA
681
Prosperity Capital Advisors
Ohio
– -$369K -16,111 Closed
SPWG
682
Syntegra Private Wealth Group
Missouri
– -$368K -16,085 Closed
KeyBank National Association
683
KeyBank National Association
Ohio
– -$352K -15,351 Closed
IIC
684
Integrated Investment Consultants
Michigan
– -$329K -14,375 Closed
SG Americas Securities
685
SG Americas Securities
New York
– -$326K -14,252 Closed
ISWM
686
Independent Solutions Wealth Management
New York
– -$322K -14,073 Closed
EL
687
EQ LLC
Washington
– -$322K -14,071 Closed
AFO
688
Arrowroot Family Office
California
– -$303K -13,229 Closed
WAL
689
W Advisors LLC
Tennessee
– -$288K -12,578 Closed
FWM
690
FFT Wealth Management
Pennsylvania
– -$262K -11,452 Closed
HPC
691
Hobart Private Capital
North Carolina
– -$247K -10,770 Closed
PNC
692
Park National Corp
Ohio
– -$240K -10,484 Closed
SWP
693
Semus Wealth Partners
Florida
– -$234K -10,235 Closed
GFPC
694
Global Financial Private Client
Florida
– -$233K -10,230 Closed
MAM
695
Milestone Asset Management
Pennsylvania
– -$226K -9,869 Closed
ZF
696
Zhang Financial
Michigan
– -$225K -9,826 Closed
D
697
Dentgroup
Louisiana
– -$218K -9,531 Closed
NWM
698
Northwest Wealth Management
Iowa
– -$213K -9,311 Closed
VVP
699
Venture Visionary Partners
Ohio
– -$213K -9,288 Closed
IGWM
700
ICA Group Wealth Management
Colorado
– -$210K -9,156 Closed
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