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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 %
CM
151
Columbus Macro
Pennsylvania
$7.5M +$3.12M +136,111 +71%
3AM
152
3EDGE Asset Management
Florida
$7.49M +$5.77M +251,896 +335%
KFSC
153
Keystone Financial Services (Colorado)
Colorado
$7.44M +$190K +8,304 +3%
BWP
154
Bernardo Wealth Planning
Pennsylvania
$7.43M +$843K +36,799 +13%
TDWM
155
Topel & Distasi Wealth Management
California
$7.41M +$117K +5,120 +2%
OL
156
Optas LLC
Texas
$7.29M +$4.16M +181,869 +133%
OAP
157
One Advisory Partners
Kansas
$7.24M +$189K +8,236 +3%
GWM
158
Geneos Wealth Management
Colorado
$7.21M +$1.81M +78,853 +33%
MFG
159
Merit Financial Group
Georgia
$7.2M +$890K +38,875 +14%
AWC
160
Abundance Wealth Counselors
Pennsylvania
$7.12M +$760K +33,191 +12%
T
161
TCWP
Ohio
$7.1M -$1.57M -68,598 -18%
LA
162
Lifeworks Advisors
Michigan
$6.91M +$3.36M +146,544 +94%
BHWM
163
Bay Harbor Wealth Management
Maryland
$6.62M -$78.2K -3,415 -1%
JSL
164
JT Stratford LLC
Georgia
$6.58M +$12.8K +559 +0.2%
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$6.55M -$448K -19,545 -6%
I
166
INVST
Indiana
$6.5M +$1.14M +49,842 +21%
MA
167
Mutual Advisors
Nebraska
$6.41M +$2.31M +101,052 +57%
RIA
168
Regal Investment Advisors
Michigan
$6.29M +$371K +16,191 +6%
PWM
169
Perigon Wealth Management
California
$6.2M +$2.11M +92,180 +52%
LWM
170
Liberty Wealth Management
California
$6.14M +$183K +7,986 +3%
CFAM
171
Center For Asset Management
Florida
$5.89M -$194K -8,471 -3%
SWM
172
SigFig Wealth Management
California
$5.85M +$140K +6,103 +2%
DI
173
DFPG Investments
Utah
$5.85M +$2.76M +120,158 +90%
VFPW
174
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.83M +$975K +42,587 +20%
CW
175
Cook Wealth
North Carolina
$5.66M +$5.66M +249,527 New
5 6
7
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