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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.

New
Increased
Maintained
Reduced
Closed
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 %
WF
126
Williams Financial
Vermont
$7.89M +$7.89M +337,372 New
AHSSHC
127
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.89M -$5.25M -224,700 -40%
GT
128
Greenleaf Trust
Michigan
$7.77M -$4.9M -209,413 -39%
BRWA
129
B. Riley Wealth Advisors
Florida
$7.76M +$3.19M +136,477 +70%
SIA
130
SeaBridge Investment Advisors
New Jersey
$7.75M +$2.88M +123,210 +59%
PF
131
Phoenix Financial
Israel
$7.7M +$2.62M +112,118 +52%
CFA
132
Cahill Financial Advisors
Minnesota
$7.52M +$15.2K +648 +0.2%
FRA
133
FFG Retirement Advisors
Colorado
$7.5M -$662K -28,299 -8%
FIA
134
Foundations Investment Advisors
Arizona
$7.49M -$10.8M -461,674 -59%
TDWM
135
Topel & Distasi Wealth Management
California
$7.44M +$95.1K +4,066 +1%
PJSIMP
136
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.42M +$2.77M +118,788 +60%
KFSC
137
Keystone Financial Services (Colorado)
Colorado
$7.4M +$6.47M +276,845 +695%
KAS
138
Kestra Advisory Services
Texas
$7.36M -$14.7M -629,170 -67%
BIP
139
Blueprint Investment Partners
North Carolina
$7.28M +$4.62M +197,781 +174%
OAP
140
One Advisory Partners
Kansas
$7.19M +$3.6M +154,031 +100%
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$7.15M -$2.44M -104,525 -25%
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$7.09M -$101K -4,309 -1%
HH
143
Hilltop Holdings
Texas
$7.01M -$388K -16,598 -5%
SMFG
144
Sumitomo Mitsui Financial Group
Japan
$6.85M +$1.63M +69,674 +31%
BHWM
145
Bay Harbor Wealth Management
Maryland
$6.84M +$1.24M +53,202 +22%
MBT
146
Montecito Bank & Trust
California
$6.75M -$445K -19,053 -6%
BWP
147
Bernardo Wealth Planning
Pennsylvania
$6.72M +$7.15K +306 +0.1%
JSL
148
JT Stratford LLC
Georgia
$6.71M +$371K +15,864 +6%
RA
149
RFG Advisory
Alabama
$6.57M +$4.38M +187,212 +200%
AWC
150
Abundance Wealth Counselors
Pennsylvania
$6.5M +$2.9M +123,912 +80%
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