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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

648 hedge funds and large institutions have $21.1B invested in iShares US Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 316 reducing their positions, and 72 closing their positions.

Holders
648
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
10.33%
Holding in Top 10
60
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.29%
% of All Funds
0.96%
New
76
Increased
192
Reduced
316
Closed
72
Calls
$439K
Puts
$5K
Net Calls
+$434K
Net Calls Change
+$5.65M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.89B
2
EWA
2
EP Wealth Advisors
California
$104M
3
IUHSA
3
Itau Unibanco Holding S.A.
Brazil
$98.6M
4
AF
4
Allworth Financial
California
$544M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$393M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.46B
3
Bank of America
3
Bank of America
North Carolina
$7.69B
4
SCM
4
SCS Capital Management
Massachusetts
$33.5M
5
LPL Financial
5
LPL Financial
California
$176M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
101
Antonetti Capital Management
Florida
$11.8M 534,175 -10,747 -2%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$11.6M 524,797 +440,655 +524%
KAS
103
Kestra Advisory Services
Texas
$11.3M 512,515 +49,223 +11%
LWA
104
Lineweaver Wealth Advisors
Ohio
$10.9M 493,600 +4,934 +1%
GWSA
105
Global Wealth Strategies & Associates
Colorado
$10.7M 486,605 +46,283 +11%
SCM
106
Seascape Capital Management
New Hampshire
$10.6M 482,507 +13,898 +3%
OAM
107
Occidental Asset Management
California
$10.2M 464,816 +53,090 +13%
ODIJL
108
One Day In July LLC
Vermont
$9.98M 452,593 +28,606 +7%
MBT
109
Montecito Bank & Trust
California
$9.93M 450,602 +16,199 +4%
NA
110
NewEdge Advisors
Louisiana
$9.86M 447,178 -396,014 -47%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.31M 422,380 -12,600 -3%
HighTower Advisors
112
HighTower Advisors
Illinois
$9.29M 421,082 -223,355 -35%
SMFG
113
Sumitomo Mitsui Financial Group
Japan
$9.22M 418,149 +70,836 +20%
CWM
114
CCG Wealth Management
California
$8.87M 402,291 +402,291 New
Northern Trust
115
Northern Trust
Illinois
$8.77M 397,836 +247,419 +164%
KFAA
116
Klaas Financial Asset Advisors
Illinois
$8.73M 396,136 +10,350 +3%
SFA
117
Source Financial Advisors
New York
$8.66M 393,148 -109,063 -22%
PWPCM
118
Perella Weinberg Partners Capital Management
New York
$8.07M 366,063 +14,731 +4%
SIA
119
SeaBridge Investment Advisors
New Jersey
$8.03M 364,498 -191,963 -34%
VP
120
Verum Partners
North Carolina
$7.89M 357,822 +357,822 New
PF
121
Phoenix Financial
Israel
$7.88M 357,921 +1,455 +0.4%
LA
122
Lifeworks Advisors
Michigan
$7.87M 357,250 +55,369 +18%
TDWM
123
Topel & Distasi Wealth Management
California
$7.87M 356,882 +33,492 +10%
DF
124
Donoghue Forlines
Massachusetts
$7.84M 355,530 +355,530 New
BWP
125
Bernardo Wealth Planning
Pennsylvania
$7.45M 338,077 +13,819 +4%
3 4
5
6 7