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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$307M
2
Bank of America
2
Bank of America
North Carolina
$8.47B
3
Charles Schwab
3
Charles Schwab
California
$172M
4
Temasek Holdings
4
Temasek Holdings
Singapore
$261M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.22B

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$60.8M
2
MMA
2
Miracle Mile Advisors
California
$410K
3
SWG
3
Summit Wealth Group
Vermont
$900K
4
Asset Management One
4
Asset Management One
Japan
$27.4M
5
BlackRock
5
BlackRock
New York
$299M
Name Market Value Shares Shares
Change 		Shares
Change %
B
51
Bailard
California
$36.9M 1,613,100 -145,994 -8%
WP
52
WealthSource Partners
California
$36.5M 1,592,102 -132,396 -8%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$35.6M 1,552,915 -132,504 -8%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$35M 1,529,446 -34,550 -2%
JC
55
JB Capital
Connecticut
$34.5M 1,507,454 -13,718 -0.9%
AWM
56
AE Wealth Management
Kansas
$33.4M 1,460,314 -62,101 -4%
CW
57
CreativeOne Wealth
Kansas
$31.3M 1,368,262 +25,312 +2%
SPIA
58
Steward Partners Investment Advisory
New York
$29.9M 1,307,505 +171,516 +15%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$29.3M 1,279,506 +502,939 +65%
WPC
60
Wedmont Private Capital
Pennsylvania
$29.2M 1,275,275 +167,161 +15%
SAMC
61
Spectrum Asset Management (California)
California
$28.4M 1,239,281 +13,480 +1%
D
62
Diversified
Delaware
$27.7M 1,211,250 +965,577 +393%
Asset Management One
63
Asset Management One
Japan
$27.4M 1,197,000 -856,000 -42%
JBA
64
Johnson Bixby & Associates
Washington
$27.3M 1,193,069 +112,532 +10%
CAN
65
Cetera Advisor Networks
California
$27.3M 1,192,028 +13,482 +1%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$27.1M 1,185,061 -29,544 -2%
SFA
67
Sequoia Financial Advisors
Ohio
$26.8M 1,169,465 +67,958 +6%
HCA
68
Heck Capital Advisors
Wisconsin
$26.6M 1,160,610 +30,239 +3%
Cerity Partners
69
Cerity Partners
New York
$25.4M 1,108,328 +1,039,125 +1,502%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$24.9M 1,088,986 +36,282 +3%
SHGA
71
Sand Hill Global Advisors
California
$24.5M 1,070,773 +1,070,773 New
NB
72
Norinchukin Bank
Japan
$24.3M 1,059,827 +1,059,827 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$22.6M 989,019 -151,377 -13%
CA
74
Cetera Advisors
Colorado
$22.2M 969,403 -5,534 -0.6%
AWS
75
Atria Wealth Solutions
New York
$21.8M 950,654 -16,078 -2%
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