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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

648 hedge funds and large institutions have $21.1B invested in iShares US Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 316 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
10.33%
Holding in Top 10
60
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.29%
% of All Funds
0.96%
New
76
Increased
192
Reduced
316
Closed
72
Calls
$439K
Puts
$5K
Net Calls
+$434K
Net Calls Change
+$5.65M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.89B
2
EWA
EP Wealth Advisors
California
$104M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$98.6M
4
AF
Allworth Financial
California
$544M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$393M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.46B
3
Bank of America
Bank of America
North Carolina
$7.69B
4
SCM
SCS Capital Management
Massachusetts
$33.5M
5
LPL Financial
LPL Financial
California
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOC
151
Bull Oak Capital
California
$5.57M +$5.57M +252,903 New
HGWM
152
Horst & Graben Wealth Management
Oregon
$5.57M -$12.9M -583,328 -70%
CIAS
153
CFS Investment Advisory Services
New Jersey
$5.48M -$8.49M -385,308 -61%
C1AG
154
Client 1st Advisory Group
Florida
$5.45M -$2.72M -123,356 -33%
IGAM
155
iA Global Asset Management
Quebec, Canada
$5.33M +$5.33M +242,000 New
SW
156
SteelPeak Wealth
California
$5.33M -$10.8M -490,219 -67%
4WM
157
4J Wealth Management
Virginia
$5.32M +$211K +9,566 +4%
CT
158
Columbia Trust
Oregon
$5.24M -$2.94M -133,167 -36%
MG
159
Mather Group
Illinois
$5.21M +$2.3M +104,173 +79%
CFA
160
Cahill Financial Advisors
Minnesota
$5M -$4.58M -207,609 -48%
CCM
161
Coldstream Capital Management
Washington
$4.88M +$483K +21,926 +11%
PWG
162
Portside Wealth Group
Utah
$4.86M +$136K +6,165 +3%
ACM
163
Anfield Capital Management
California
$4.84M +$349K +15,820 +8%
SC
164
Scotia Capital
Ontario, Canada
$4.81M +$3.14M +142,565 +188%
AI
165
Atria Investments
North Carolina
$4.77M -$10.2M -460,725 -68%
CLOS
166
Compagnie Lombard Odier SCmA
Switzerland
$4.72M -$1.59M -72,034 -25%
CS
167
Comerica Securities
Michigan
$4.7M -$7.33M -332,519 -61%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$4.68M -$235K -10,661 -5%
PAG
169
Paladin Advisory Group
Iowa
$4.68M +$432K +19,606 +10%
WF
170
Williams Financial
Vermont
$4.66M -$3.07M -139,230 -40%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$4.63M -$246K -11,153 -5%
MA
172
Mutual Advisors
Nebraska
$4.58M -$1.58M -71,849 -26%
FRA
173
FFG Retirement Advisors
Colorado
$4.56M -$2.98M -135,119 -39%
PI
174
PFG Investments
New York
$4.56M -$50.2K -2,278 -1%
SFC
175
Strategic Financial Concepts
Texas
$4.56M +$2.21M +100,233 +94%
5 6
7
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