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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 Market Value Shares Shares
Change 		Shares
Change %
SPWM
151
Spartan Planning & Wealth Management
North Carolina
$6.76M 293,619 +222,297 +312%
PAG
152
Paladin Advisory Group
Iowa
$6.47M 280,684 +68,462 +32%
SIA
153
Strategic Investment Advisors
Michigan
$6.41M 278,067 -4,403 -2%
Barclays
154
Barclays
United Kingdom
$6.37M 276,355 +500 +0.2%
SB
155
Strategic Blueprint
Georgia
$6.3M 273,340 +13,629 +5%
CFAM
156
Center For Asset Management
Florida
$6.29M 272,826 +5,116 +2%
WW
157
Westshore Wealth
California
$6.27M 272,195 +272,195 New
PS
158
Principal Securities
Iowa
$6.09M 264,379 +264,379 New
CCM
159
Crabel Capital Management
California
$5.74M 249,082 +233,032 +1,452%
4WM
160
4J Wealth Management
Virginia
$5.6M 242,874 +1,320 +0.5%
MG
161
Mather Group
Illinois
$5.45M 236,456 +163 +0.1%
AHC
162
Anderson Hoagland & Co
Missouri
$5.33M 233,316 +233,316 New
ACM
163
Anfield Capital Management
California
$5.23M 227,040 +7,308 +3%
AAS
164
Avantax Advisory Services
Texas
$5.21M 226,295 -62,295 -22%
CWM
165
Congress Wealth Management
Massachusetts
$5.12M 222,360 +16,750 +8%
CIAS
166
CFS Investment Advisory Services
New Jersey
$5.05M 219,290 -29,517 -12%
PI
167
PFG Investments
New York
$4.99M 216,646 +9,813 +5%
MAM
168
MMA Asset Management
Pennsylvania
$4.98M 216,331 +216,331 New
PWG
169
Portside Wealth Group
Utah
$4.96M 215,425 -5,347 -2%
SHF
170
Stage Harbor Financial
Massachusetts
$4.96M 215,383 +215,383 New
SC
171
Scotia Capital
Ontario, Canada
$4.95M 215,021 -3,210 -1%
GWSA
172
Global Wealth Strategies & Associates
Colorado
$4.83M 209,661 -276,944 -57%
CFA
173
Cahill Financial Advisors
Minnesota
$4.78M 207,498 -19,482 -9%
MWM
174
Meridian Wealth Management
Kentucky
$4.74M 205,656 +205,656 New
WF
175
Williams Financial
Vermont
$4.72M 204,909 -6,395 -3%
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