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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 Holding Trade Value Shares
Change 		Shares
Change %
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11M +$481K +20,553 +5%
IWP
102
Icon Wealth Partners
Texas
$10.8M +$10.8M +460,577 New
T
103
TNF
Montana
$10.8M +$5.16M +219,987 +92%
OP
104
ORG Partners
Indiana
$10.6M +$10.6M +452,627 New
OPS
105
Orion Portfolio Solutions
Nebraska
$10.5M +$6.3M +269,282 +151%
BCI
106
Brinker Capital Investments
Pennsylvania
$10.5M +$9.29M +397,368 +799%
CCFM
107
Clear Creek Financial Management
Washington
$10.2M +$6.5M +278,118 +177%
SCM
108
Seascape Capital Management
New Hampshire
$10.1M +$790K +33,789 +9%
C1AG
109
Client 1st Advisory Group
Florida
$9.95M -$1.92M -82,013 -16%
CFGS
110
Concourse Financial Group Securities
Alabama
$9.94M +$3.17M +135,781 +47%
GWSA
111
Global Wealth Strategies & Associates
Colorado
$9.7M +$2.33M +99,759 +32%
PFG
112
PAX Financial Group
Texas
$9.65M +$2.57M +109,769 +36%
ODIJL
113
One Day In July LLC
Vermont
$9.6M +$847K +36,228 +10%
PAG
114
Private Advisor Group
New Jersey
$9.5M -$107K -4,594 -1%
Mariner
115
Mariner
Kansas
$9.27M +$2.69M +115,087 +41%
OWA
116
One Wealth Advisors
California
$9.24M +$3.64M +155,761 +65%
MOS
117
MGO One Seven
Ohio
$9.16M +$9.16M +391,934 New
KFAA
118
Klaas Financial Asset Advisors
Illinois
$9.15M +$19.3K +824 +0.2%
HighTower Advisors
119
HighTower Advisors
Illinois
$8.96M +$696K +29,804 +8%
T
120
TCWP
Ohio
$8.86M +$3.97M +169,975 +81%
CT
121
Columbia Trust
Oregon
$8.79M -$155K -6,609 -2%
PWPCM
122
Perella Weinberg Partners Capital Management
New York
$8.21M +$373K +15,933 +5%
TF
123
Trek Financial
Arizona
$8.11M +$2.47M +105,459 +44%
OAM
124
Occidental Asset Management
California
$8.06M +$8.06M +344,543 New
AT
125
Arden Trust
Delaware
$7.99M +$7.99M +341,618 New
3 4
5
6 7