GOVT icon

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 Market Value Shares Shares
Change 		Shares
Change %
WPC
51
Wedmont Private Capital
Pennsylvania
$40.5M 1,766,774 +246,787 +16%
BCM
52
Brookstone Capital Management
Illinois
$39.7M 1,722,031 +51,382 +3%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$36.2M 1,570,869 -650,325 -29%
MML Investors Services
54
MML Investors Services
Massachusetts
$35.7M 1,549,778 -796,397 -34%
CPA
55
Capital Planning Advisors
California
$34.3M 1,490,263 +1,490,263 New
AAG
56
Armstrong Advisory Group
Massachusetts
$34M 1,473,662 +1,471,062 +56,579%
Wells Fargo
57
Wells Fargo
California
$33.8M 1,465,915 -84,869 -5%
B
58
Bailard
California
$33.1M 1,437,810 +47,650 +3%
SFA
59
Sequoia Financial Advisors
Ohio
$31.9M 1,385,509 +139,804 +11%
Cerity Partners
60
Cerity Partners
New York
$30.8M 1,338,606 +364,260 +37%
HWM
61
Heirloom Wealth Management
Colorado
$30.4M 1,319,549 -272,049 -17%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$29.8M 1,291,819 +108,437 +9%
DP
63
Denver PWM
Colorado
$29.2M 47,883 +47,883 New
US Bancorp
64
US Bancorp
Minnesota
$27.4M 1,187,491 -3,859,998 -76%
HCA
65
Heck Capital Advisors
Wisconsin
$26.9M 1,167,243 -8,517 -0.7%
RVPG
66
Relative Value Partners Group
$26.5M 1,151,589 -28,448 -2%
Northern Trust
67
Northern Trust
Illinois
$26.3M 1,142,574 +744,738 +187%
Brown Advisory
68
Brown Advisory
Maryland
$25.9M 1,124,513 -12,361 -1%
HighTower Advisors
69
HighTower Advisors
Illinois
$25.6M 1,110,714 +689,632 +164%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$24.8M 1,075,737 -69,778 -6%
AWM
71
AE Wealth Management
Kansas
$24.3M 1,067,767 -23,505 -2%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$24.1M 1,047,757 -1,389,947 -57%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$23.6M 1,024,306 -878 -0.1%
JBA
74
Johnson Bixby & Associates
Washington
$23.6M 1,023,577 -6,650 -0.6%
SHGA
75
Sand Hill Global Advisors
California
$23.4M 1,014,046 -186,579 -16%
1 2
3
4 5