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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 %
AFP
701
Ausdal Financial Partners
Iowa
– -$208K -9,067 Closed
AIM
702
Acropolis Investment Management
Missouri
– -$199K -8,703 Closed
NRG
703
Nemes Rush Group
Michigan
– -$97.2K -4,243 Closed
QCG
704
Quadrant Capital Group
Ohio
– -$85.2K -3,719 Closed
TWD
705
True Wealth Design
Ohio
– -$80.4K -3,511 Closed
VCM
706
Versant Capital Management
Arizona
– -$43.6K -1,905 Closed
MIH
707
Meitav Investment House
Israel
– -$37.9K -1,656 Closed
SWM
708
Sugarloaf Wealth Management
Georgia
– -$22.9K -1,000 Closed
SC
709
Sawyer & Company
Massachusetts
– -$13K -556 Closed
AW
710
Avion Wealth
Texas
– -$11K -512 Closed
CHC
711
City Holding Co
West Virginia
– -$11.7K -511 Closed
FCT
712
Family Capital Trust
Massachusetts
– -$10.5K -460 Closed
KA
713
Kozak & Associates
Colorado
– -$9.08K -398 Closed
CTC
714
Central Trust Company
Missouri
– -$7.74K -338 Closed
HCM
715
Hollencrest Capital Management
California
– -$7.58K -331 Closed
CFFP
716
Center for Financial Planning
Michigan
– -$6.48K -283 Closed
NC
717
NewSquare Capital
Pennsylvania
– -$1.65K -72 Closed
IFAM
718
Institutional & Family Asset Management
Colorado
– -$893 -39 Closed
First Manhattan
719
First Manhattan
New York
– -$824 -36 Closed
RFG
720
RFP Financial Group
Georgia
– -$161 -7 Closed
AWM
721
Atticus Wealth Management
Florida
– -$69 -3 Closed
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