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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 %
FPFS
701
First Personal Financial Services
North Carolina
$692 – – –
AWM
702
Avior Wealth Management
Nebraska
$645 -$1.13K -49 -64%
BL
703
BFSG LLC
California
$553 +$553 +24 New
NMM
704
Naples Money Management
Florida
$461 +$461 +20 New
HF
705
Halpern Financial
Virginia
$299 +$299 +13 New
FIM
706
FWL Investment Management
Texas
$69 – – –
Temasek Holdings
707
Temasek Holdings
Singapore
– -$251M -11,383,000 Closed
D
708
Diversified
Delaware
– -$28.2M -1,281,716 Closed
GCM
709
Genus Capital Management
British Columbia, Canada
– -$18.8M -850,938 Closed
DF
710
Donoghue Forlines
Massachusetts
– -$7.84M -355,530 Closed
Jane Street
711
Jane Street
New York
– -$5.87M -266,463 Closed
IGAM
712
iA Global Asset Management
Quebec, Canada
– -$5.33M -242,000 Closed
PP
713
Prudential plc
United Kingdom
– -$2.68M -121,733 Closed
SCP
714
Syntal Capital Partners
Texas
– -$2.06M -93,336 Closed
GVAG
715
Great Valley Advisor Group
Delaware
– -$1.43M -64,724 Closed
WAS
716
Wealth Advisory Solutions
Indiana
– -$1.36M -61,542 Closed
PPW
717
Parcion Private Wealth
Washington
– -$946K -42,902 Closed
SPC
718
Sigma Planning Corp
Michigan
– -$633K -28,723 Closed
BAM
719
BTS Asset Management
Massachusetts
– -$632K -28,661 Closed
NGA
720
Naples Global Advisors
Florida
– -$608K -27,568 Closed
TFA
721
Teamwork Financial Advisors
Texas
– -$603K -27,337 Closed
SCA
722
Sandy Cove Advisors
Massachusetts
– -$584K -26,493 Closed
AWE
723
Avidian Wealth Enterprises
Texas
– -$552K -25,030 Closed
LWM
724
Laidlaw Wealth Management
New York
– -$516K -23,407 Closed
Legacy Financial Group (Iowa)
725
Legacy Financial Group (Iowa)
Iowa
– -$510K -23,127 Closed
27 28
29
30 31