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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CFA
126
Cahill Financial Advisors
Minnesota
$9.95M +$2.59M +113,048 +35%
MBT
127
Montecito Bank & Trust
California
$9.95M +$3.33M +145,594 +50%
ODIJL
128
One Day In July LLC
Vermont
$9.71M +$307K +13,388 +3%
PFG
129
PAX Financial Group
Texas
$9.49M +$31.1K +1,358 +0.3%
HC
130
Hoese & Co
Minnesota
$9.43M +$9.43M +411,931 New
OAM
131
Occidental Asset Management
California
$9.43M +$1.54M +67,183 +19%
BWM
132
BerganKDV Wealth Management
Minnesota
$9.36M +$3.52M +153,845 +60%
Mariner
133
Mariner
Kansas
$9.29M +$220K +9,588 +2%
OWA
134
One Wealth Advisors
California
$9.24M +$198K +8,642 +2%
TF
135
Trek Financial
Arizona
$9.06M +$1.11M +48,635 +14%
KFAA
136
Klaas Financial Asset Advisors
Illinois
$8.83M -$126K -5,495 -1%
CFGS
137
Concourse Financial Group Securities
Alabama
$8.77M -$962K -42,007 -10%
CT
138
Columbia Trust
Oregon
$8.49M -$117K -5,119 -1%
C1AG
139
Client 1st Advisory Group
Florida
$8.49M -$1.26M -55,019 -13%
DJSG
140
D.J. St. Germain
Massachusetts
$8.36M +$8.36M +365,269 New
BRWA
141
B. Riley Wealth Advisors
Florida
$8.27M +$666K +29,091 +9%
PF
142
Phoenix Financial
Israel
$8.16M +$613K +26,771 +8%
PWPCM
143
Perella Weinberg Partners Capital Management
New York
$8.05M – – –
WF
144
Williams Financial
Vermont
$8.03M +$301K +13,162 +4%
SMFG
145
Sumitomo Mitsui Financial Group
Japan
$7.95M +$1.24M +54,204 +18%
FRA
146
FFG Retirement Advisors
Colorado
$7.84M +$491K +21,424 +7%
SB
147
Strategic Blueprint
Georgia
$7.81M +$4.09M +178,403 +110%
HH
148
Hilltop Holdings
Texas
$7.69M +$823K +35,974 +12%
AHSSHC
149
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.59M -$140K -6,100 -2%
Allspring Global Investments
150
Allspring Global Investments
North Carolina
$7.51M +$571K +24,938 +8%
4 5
6
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