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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.

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 %
MFG
151
Merit Financial Group
Georgia
$6.44M +$2.68M +114,523 +71%
CFAM
152
Center For Asset Management
Florida
$6.21M +$415K +17,764 +7%
LWM
153
Liberty Wealth Management
California
$6.08M +$6.08M +260,019 New
RIA
154
Regal Investment Advisors
Michigan
$6.04M +$1.8M +76,888 +42%
BWM
155
BerganKDV Wealth Management
Minnesota
$5.96M -$1.72M -73,564 -22%
SWM
156
SigFig Wealth Management
California
$5.84M +$1.08M +45,999 +23%
SWM
157
Spire Wealth Management
Virginia
$5.83M +$2.29M +97,938 +65%
HPM
158
Hoxton Planning & Management
West Virginia
$5.8M +$1.79M +76,620 +45%
D
159
Diversified
Delaware
$5.74M -$666K -28,505 -10%
SIA
160
Strategic Investment Advisors
Michigan
$5.68M +$112K +4,789 +2%
WWG
161
West Wealth Group
California
$5.66M +$1.35M +57,553 +31%
SXL
162
Summit X LLC
Missouri
$5.56M +$2.26M +96,712 +69%
GWM
163
Geneos Wealth Management
Colorado
$5.51M -$16.3M -695,233 -75%
I
164
INVST
Indiana
$5.46M +$4.62M +198,098 +552%
4WM
165
4J Wealth Management
Virginia
$5.41M +$284K +12,144 +6%
AWM
166
Alterna Wealth Management
Texas
$5.25M -$829K -35,458 -14%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$5.23M +$1.04M +44,365 +25%
SFS
168
Security Financial Services
Indiana
$5.13M +$1.3M +55,650 +34%
CIBC World Market
169
CIBC World Market
Ontario, Canada
$5.1M -$408K -17,471 -7%
SCP
170
Syntal Capital Partners
Texas
$5.07M -$515K -22,045 -9%
Goldman Sachs
171
Goldman Sachs
New York
$5.03M +$298K +12,753 +6%
SAG
172
SageView Advisory Group
California
$5.02M -$2.35M -100,545 -32%
WFC
173
Western Financial Corp
California
$5.01M -$449K -19,216 -8%
VFPW
174
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.95M +$4.24M +181,208 +590%
SL
175
Sentinus LLC
Illinois
$4.94M +$640K +27,375 +15%
5 6
7
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