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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWM
176
Congress Wealth Management
Massachusetts
$4.87M +$55.8K +2,386 +1%
NL
177
NWAM LLC
Washington
$4.84M +$1.24M +52,832 +34%
FFN
178
Focus Financial Network
Minnesota
$4.72M +$4.72M +201,721 New
IWC
179
Integrated Wealth Concepts
Massachusetts
$4.63M +$2.75M +117,438 +145%
PCMU
180
Paragon Capital Management (Utah)
Utah
$4.61M -$15.6K -666 -0.3%
BWM
181
BCGM Wealth Management
Indiana
$4.61M -$391K -16,718 -8%
CWS
182
Cypress Wealth Services
California
$4.6M +$679K +29,050 +17%
SL
183
SWMG LLC
Texas
$4.54M -$846K -36,196 -16%
CCM
184
Coldstream Capital Management
Washington
$4.52M +$601K +25,704 +15%
WEG
185
World Equity Group
Illinois
$4.46M -$1.31M -12,460 -23%
CM
186
Columbus Macro
Pennsylvania
$4.46M +$652K +27,923 +17%
WA
187
Wealth Alliance
New York
$4.29M +$2.26M +96,499 +111%
MFA
188
Mayflower Financial Advisors
Massachusetts
$4.26M +$2.68M +114,738 +170%
PA
189
PFG Advisors
Arizona
$4.23M -$2.75M -117,530 -39%
MG
190
Mather Group
Illinois
$4.18M -$249K -10,646 -6%
MA
191
Mutual Advisors
Nebraska
$4.18M -$231K -9,886 -5%
PWM
192
Perigon Wealth Management
California
$4.17M +$665K +28,439 +19%
FNWM
193
Financial Network Wealth Management
Utah
$4.13M -$37.4K -1,599 -0.9%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$4.06M -$1.42M -60,583 -26%
HSBC Holdings
195
HSBC Holdings
United Kingdom
$4.03M +$4.03M +172,239 New
ACM
196
Anfield Capital Management
California
$4.02M +$278K +11,900 +7%
SFP
197
Sterling Financial Planning
New Jersey
$4.01M +$144K +6,157 +4%
WP
198
WealthShield Partners
North Carolina
$3.89M +$622K +26,585 +19%
SB
199
Strategic Blueprint
Georgia
$3.8M -$437K -18,680 -10%
CWM
200
Centurion Wealth Management
Virginia
$3.71M +$743K +31,766 +25%
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8
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