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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 Holding Trade Value Shares
Change 		Shares
Change %
TDWM
126
Topel & Distasi Wealth Management
California
$9.27M +$1.05M +45,553 +13%
LA
127
Lifeworks Advisors
Michigan
$9.14M +$912K +39,581 +11%
SFA
128
Source Financial Advisors
New York
$9.07M +$12.7K +551 +0.1%
OL
129
Optas LLC
Texas
$9.02M +$5.5M +238,788 +156%
WP
130
WealthSource Partners
California
$8.76M -$4.47M -193,822 -34%
PWPCM
131
Perella Weinberg Partners Capital Management
New York
$8.43M – – –
SCM
132
SCS Capital Management
Massachusetts
$8.41M -$26.6M -1,153,795 -76%
BC
133
Bartlett & Co
Ohio
$8.35M +$8.31M +360,042 +19,441%
BCWM
134
Bartlett & Co Wealth Management
Ohio
$8.35M +$8.31M +360,042 +19,441%
AT
135
Arden Trust
Delaware
$8.05M +$666K +28,918 +9%
NA
136
NewEdge Advisors
Louisiana
$7.97M -$2.3M -100,198 -22%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$7.95M -$9.74M -422,823 -55%
CA
138
Cetera Advisors
Colorado
$7.84M -$4.94M -214,552 -39%
BBWP
139
Beacon Bridge Wealth Partners
Pennsylvania
$7.83M +$1.05M +45,734 +16%
SA
140
Skyline Advisors
Washington
$7.73M +$7.73M +335,461 New
CCFM
141
Clear Creek Financial Management
Washington
$7.73M +$78.2K +3,393 +1%
AHSSHC
142
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.71M -$71.4K -3,099 -0.9%
HH
143
Hilltop Holdings
Texas
$7.7M +$67.1K +2,912 +0.9%
ODIJL
144
One Day In July LLC
Vermont
$7.6M -$2.83M -122,938 -27%
BOC
145
Bull Oak Capital
California
$7.48M +$1.65M +71,567 +28%
FFA
146
Farther Finance Advisors
California
$7.43M +$3.31M +143,787 +80%
VFPW
147
Vantage Financial Partners (Wisconsin)
Wisconsin
$7.32M +$1.17M +50,821 +19%
DJSG
148
D.J. St. Germain
Massachusetts
$7.28M +$1.32M +57,464 +22%
Creative Planning
149
Creative Planning
Kansas
$6.89M -$446K -19,371 -6%
JSL
150
JT Stratford LLC
Georgia
$6.84M +$172K +7,469 +3%
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