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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 %
SPIA
101
Steward Partners Investment Advisory
New York
$13.9M 602,453 -577,082 -49%
WANY
102
Wealthspire Advisors (New York)
New York
$13.5M 587,983 -64,233 -10%
SSCM
103
Spectrum Strategic Capital Management
Oregon
$12.8M 553,426 +553,426 New
KAS
104
Kestra Advisory Services
Texas
$12.7M 552,583 +40,068 +8%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$12.5M 544,695 -809,403 -60%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$12.4M 540,051 -75,617 -12%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$12.2M 531,423 +6,626 +1%
SMFG
108
Sumitomo Mitsui Financial Group
Japan
$12M 518,664 +100,515 +24%
LWA
109
Lineweaver Wealth Advisors
Ohio
$11.4M 495,333 +1,733 +0.4%
RIA
110
Regal Investment Advisors
Michigan
$11.3M 489,512 +346,374 +242%
OAM
111
Occidental Asset Management
California
$11.2M 487,167 +22,351 +5%
SCM
112
Seascape Capital Management
New Hampshire
$10.8M 470,786 -11,721 -2%
RJA
113
Raymond James & Associates
Florida
$10.8M 470,506 -124,977 -21%
Financial Engines Advisors
114
Financial Engines Advisors
California
$10.8M 468,866 +298,877 +176%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$10.7M 466,054 -645,140 -58%
PWP
116
PrairieView Wealth Partners
Illinois
$10.6M 461,330 +461,330 New
MBT
117
Montecito Bank & Trust
California
$10.4M 451,856 +1,254 +0.3%
PF
118
Phoenix Financial
Israel
$10.2M 443,546 +85,625 +24%
CWM
119
CCG Wealth Management
California
$9.86M 427,826 +25,535 +6%
KFI
120
Key Financial Inc
Pennsylvania
$9.68M 420,287 +324,448 +339%
KFAA
121
Klaas Financial Asset Advisors
Illinois
$9.5M 412,197 +16,061 +4%
AC
122
Adroit Compliance
$9.5M 412,197 +412,197 New
BWP
123
Bernardo Wealth Planning
Pennsylvania
$9.4M 407,848 +69,771 +21%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.31M 403,951 -18,429 -4%
FA
125
FDx Advisors
Illinois
$9.27M 402,485 +140,901 +54%
3 4
5
6 7