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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$307M
2
Bank of America
2
Bank of America
North Carolina
$8.47B
3
Charles Schwab
3
Charles Schwab
California
$172M
4
Temasek Holdings
4
Temasek Holdings
Singapore
$261M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.22B

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$60.8M
2
MMA
2
Miracle Mile Advisors
California
$410K
3
SWG
3
Summit Wealth Group
Vermont
$900K
4
Asset Management One
4
Asset Management One
Japan
$27.4M
5
BlackRock
5
BlackRock
New York
$299M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
101
CFS Investment Advisory Services
New Jersey
$14.5M 634,115 -12,822 -2%
APW
102
Austin Private Wealth
Texas
$13M 568,077 +35,705 +7%
SIA
103
SeaBridge Investment Advisors
New Jersey
$12.7M 556,461 +224,845 +68%
AAS
104
Avantax Advisory Services
Texas
$12.6M 551,103 +71,448 +15%
Brown Advisory
105
Brown Advisory
Maryland
$12.5M 546,980 +24,317 +5%
CS
106
Comerica Securities
Michigan
$12.5M 545,985 -1,679 -0.3%
AC
107
Annandale Capital
Texas
$12.5M 545,747 +52,991 +11%
ACM
108
Antonetti Capital Management
Florida
$12.5M 544,922 -100 -0%
SHIM
109
Stone House Investment Management
Pennsylvania
$12.3M 537,583 +17,353 +3%
IWP
110
Icon Wealth Partners
Texas
$12.3M 535,850 +75,273 +16%
RJA
111
Raymond James & Associates
Florida
$12.2M 532,546 -118,261 -18%
SFO
112
Stokes Family Office
Louisiana
$12.2M 531,837 -18,145 -3%
SFA
113
Source Financial Advisors
New York
$11.5M 502,211 -29,434 -6%
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.2M 492,177 +173,906 +55%
LWA
115
Lineweaver Wealth Advisors
Ohio
$11.2M 488,666 +4,691 +1%
CCFM
116
Clear Creek Financial Management
Washington
$11M 480,588 +45,066 +10%
AT
117
Arden Trust
Delaware
$11M 480,365 +138,747 +41%
OPS
118
Orion Portfolio Solutions
Nebraska
$10.9M 474,636 +27,533 +6%
BCI
119
Brinker Capital Investments
Pennsylvania
$10.9M 474,636 +27,533 +6%
SCM
120
Seascape Capital Management
New Hampshire
$10.7M 468,609 +38,679 +9%
KAS
121
Kestra Advisory Services
Texas
$10.6M 463,292 +148,686 +47%
T
122
TNF
Montana
$10.5M 458,047 -631 -0.1%
OP
123
ORG Partners
Indiana
$10.2M 448,835 -3,792 -0.8%
GWSA
124
Global Wealth Strategies & Associates
Colorado
$10.1M 440,322 +25,455 +6%
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.96M 434,980 -34,413 -7%
3 4
5
6 7