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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

624 hedge funds and large institutions have $24.4B invested in iShares US Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 270 increasing their positions, 216 reducing their positions, and 77 closing their positions.

Holders
624
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
9.99%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.04%
New
87
Increased
270
Reduced
216
Closed
77
Calls
$346K
Puts
$5.67M
Net Calls
-$5.32M
Net Calls Change
-$7.14M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.43B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.99B
3
Truist Financial
3
Truist Financial
North Carolina
$1.3B
4
LPL Financial
4
LPL Financial
California
$469M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.83B

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$47.3M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$148M
3
EWA
3
EP Wealth Advisors
California
$85.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$19M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.17B
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$16M 685,496 +277,040 +68%
AI
77
Atria Investments
North Carolina
$15.9M 680,686 +75,257 +12%
SA
78
Stewardship Advisors
Pennsylvania
$15.7M 672,563 +201,551 +43%
Bank Julius Baer & Co
79
Bank Julius Baer & Co
Switzerland
$15.6M 668,660 -48,485 -7%
HFA
80
High Falls Advisors
New York
$15.6M 665,486 +280,009 +73%
RJA
81
Raymond James & Associates
Florida
$15.2M 650,807 -6,980 -1%
CIAS
82
CFS Investment Advisory Services
New Jersey
$15.1M 646,937 +211,166 +48%
US Bancorp
83
US Bancorp
Minnesota
$14.6M 622,479 -55,381 -8%
IDA
84
Intelligence Driven Advisers
California
$14.4M 608,498 -7,141 -1%
BTI
85
Blue Trust Inc
Georgia
$13.9M 611,705 -872,495 -59%
SHJ
86
Sharkey, Howes & Javer
Colorado
$13.5M 576,735 +214,338 +59%
M1FG
87
Mach-1 Financial Group
Arkansas
$13.3M 570 +570 New
CIC
88
Cutler Investment Counsel
Oregon
$13.2M 564,465 +545,394 +2,860%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$13.2M 563,517 +39,989 +8%
SFO
90
Stokes Family Office
Louisiana
$12.9M 549,982 +216,997 +65%
CS
91
Comerica Securities
Michigan
$12.8M 547,664 +76,226 +16%
ACM
92
Antonetti Capital Management
Florida
$12.7M 545,022 +38,357 +8%
APW
93
Austin Private Wealth
Texas
$12.4M 532,372 +166,442 +45%
SFA
94
Source Financial Advisors
New York
$12.4M 531,645 +146,609 +38%
Brown Advisory
95
Brown Advisory
Maryland
$12.2M 522,663 +12,811 +3%
SHIM
96
Stone House Investment Management
Pennsylvania
$12.2M 520,230 +108,261 +26%
Allianz Asset Management
97
Allianz Asset Management
Germany
$11.7M 500,000 +500,000 New
AC
98
Annandale Capital
Texas
$11.5M 492,756 +6,117 +1%
LWA
99
Lineweaver Wealth Advisors
Ohio
$11.3M 483,975 -23,529 -5%
AAS
100
Avantax Advisory Services
Texas
$11.2M 479,655 +238,227 +99%
2 3
4
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