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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.

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 %
SWA
676
SOA Wealth Advisors
New York
$5.05K -$1.73K -75 -26%
DCM
677
Davis Capital Management
Florida
$4.79K +$4.79K +208 New
PCMC
678
Planning Capital Management Corporation
Pennsylvania
$4.61K +$4.61K +200 New
MSWM
679
McGlone Suttner Wealth Management
Wisconsin
$4.31K +$4.31K +187 New
IPW
680
Impact Partnership Wealth
Georgia
$3.85K -$59.1K -2,566 -94%
ICM
681
Islay Capital Management
Texas
$3.78K +$3.78K +164 New
TAM
682
Townsend Asset Management
North Carolina
$3.39K – – –
TFA
683
Toth Financial Advisory
Virginia
$3.3K +$3.3K +143 New
TF
684
Tompkins Financial
New York
$3.23K -$922 -40 -22%
NSIM
685
North Star Investment Management
Illinois
$2.81K – – –
EWM
686
Evermay Wealth Management
Virginia
$2.79K +$2.79K +121 New
FCAS
687
First Command Advisory Services
Texas
$2.74K – – –
BC
688
Barrett & Company
Rhode Island
$2.63K – – –
AWM
689
Atticus Wealth Management
Florida
$2.21K +$2.21K +96 New
RFA
690
Register Financial Advisors
Georgia
$2.14K -$15.6K -675 -88%
LC
691
Lindbrook Capital
California
$2K +$2K +87 New
EAM
692
Eukles Asset Management
Ohio
$1.31K +$1.31K +57 New
GWANC
693
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24K – – –
GWMIA
694
Global Wealth Management Investment Advisory
Florida
$1.2K – – –
HIA
695
Harbor Investment Advisory
Maryland
$1.08K +$23 +1 +2%
ADL
696
Asset Dedication LLC
California
$1K – – –
TFGT
697
TS Financial Group (TSFG)
Illinois
$1K – – –
HFS
698
HBC Financial Services
Washington
$1K – – –
CAL
699
Capital Advisors Ltd
Ohio
$1K +$1K +64 New
TIM
700
Tortoise Investment Management
New York
$968 – – –
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