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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 %
MOS
751
MGO One Seven
Ohio
– -$216K -9,795 Closed
LA
752
Latitude Advisors
Florida
– -$212K -9,628 Closed
CIC
753
Carnegie Investment Counsel
Ohio
– -$207K -9,388 Closed
FSA
754
Financial Sense Advisors
California
– -$200K -9,090 Closed
HFS
755
Hantz Financial Services
Michigan
– -$171K -7,748 Closed
SSWM
756
Sheets Smith Wealth Management
North Carolina
– -$122K -5,550 Closed
BCM
757
BluePath Capital Management
Georgia
– -$101K -4,573 Closed
HT
758
Headlands Technologies
Illinois
– -$98.6K -4,475 Closed
GIA
759
Goodwin Investment Advisory
Georgia
– -$64.1K -2,908 Closed
BCMLT
760
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$64.1K -2,797 Closed
BBHC
761
Brown Brothers Harriman & Co
New York
– -$54.2K -2,460 Closed
PPWM
762
PFG Private Wealth Management
Florida
– -$51.5K -2,337 Closed
RIA
763
Realta Investment Advisors
Delaware
– -$26.2K -1,143 Closed
RW
764
RVW Wealth
California
– -$24.6K -1,118 Closed
HWA
765
HHM Wealth Advisors
Tennessee
– -$24.1K -1,092 Closed
SMA
766
Sage Mountain Advisors
Georgia
– -$21.7K -985 Closed
HR
767
Howe & Rusling
New York
– -$19.1K -865 Closed
VNA
768
Valley National Advisers
Pennsylvania
– -$12K -533 Closed
Toronto Dominion Bank
769
Toronto Dominion Bank
Ontario, Canada
– -$11.3K -514 Closed
CT
770
Cambridge Trust
Massachusetts
– -$9.15K -415 Closed
CCP
771
Carmel Capital Partners
California
– -$8.53K -387 Closed
SFA
772
Semmax Financial Advisors
North Carolina
– -$8.06K -366 Closed
TWP
773
TFO Wealth Partners
Ohio
– -$7.95K -347 Closed
CA
774
Centerpoint Advisors
Massachusetts
– -$7K -329 Closed
BAAM
775
Baker Avenue Asset Management
California
– -$5.64K -256 Closed
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