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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.

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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$22.7M 986,758 +230,619 +30%
Stifel Financial
77
Stifel Financial
Missouri
$22.7M 983,327 -866,127 -47%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$22.5M 977,485 -443,919 -31%
Pictet Asset Management
79
Pictet Asset Management
Switzerland
$22.4M 974,200 +974,200 New
AA
80
Acorns Advisers
California
$22.2M 963,447 +60,054 +7%
TC
81
Trilogy Capital
California
$21.3M 924,795 +132,473 +17%
QWP
82
Quotient Wealth Partners
Texas
$20.8M 904,420 +904,420 New
PJSIMP
83
P.J. Schmidt Investment Management (PJS)
Wisconsin
$20.4M 896,826 +285,876 +47%
CRA
84
Clear Rock Advisors
Texas
$20.4M 898,491 +898,491 New
FAG
85
Financial Advisory Group
Texas
$20.2M 878,150 +100,615 +13%
PAS
86
Park Avenue Securities
New York
$20M 865,993 -673,221 -44%
VP
87
Verum Partners
North Carolina
$19M 826,300 +468,478 +131%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$18.5M 802,789 -397,276 -33%
CA
89
Cambridge Associates
Massachusetts
$18.2M 788,721 -178,255 -18%
CW
90
Cook Wealth
North Carolina
$17.8M 785,442 +165,283 +27%
HC
91
Hoese & Co
Minnesota
$17.4M 775,524 +9,991 +1%
SA
92
Stewardship Advisors
Pennsylvania
$17.1M 741,994 -28,716 -4%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$17.1M 741,327 -67,018 -8%
AFS
94
Access Financial Services
Minnesota
$15.8M 684,289 -73,306 -10%
PAG
95
Private Advisor Group
New Jersey
$15.6M 677,611 +76,560 +13%
CIC
96
Cutler Investment Counsel
Oregon
$15.6M 676,936 +26,674 +4%
AC
97
Annandale Capital
Texas
$15M 652,870 +66,095 +11%
PPWP
98
Premier Path Wealth Partners
New Jersey
$14.9M 645,514 +645,514 New
SIA
99
SeaBridge Investment Advisors
New Jersey
$14.6M 632,573 +268,075 +74%
BIP
100
Blueprint Investment Partners
North Carolina
$14.3M 621,845 +457,503 +278%
2 3
4
5 6