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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 %
WWG
176
West Wealth Group
California
$5.48M -$67.9K -2,965 -1%
Legacy Financial Group (Iowa)
177
Legacy Financial Group (Iowa)
Iowa
$5.45M +$2.42M +105,620 +80%
SWM
178
Spire Wealth Management
Virginia
$5.44M -$266K -11,620 -5%
4WM
179
4J Wealth Management
Virginia
$5.31M +$15.9K +696 +0.3%
SXL
180
Summit X LLC
Missouri
$5.3M -$140K -6,106 -3%
AWM
181
Alterna Wealth Management
Texas
$5.27M +$128K +5,578 +2%
RA
182
RFG Advisory
Alabama
$5.21M -$1.23M -53,571 -19%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$5.11M -$16.8K -735 -0.3%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$5.06M +$66.9K +2,922 +1%
BWM
185
BCGM Wealth Management
Indiana
$4.98M +$470K +20,507 +10%
SCP
186
Syntal Capital Partners
Texas
$4.93M -$35.9K -1,567 -0.7%
PWG
187
Portside Wealth Group
Utah
$4.91M +$4.91M +214,607 New
SL
188
Sentinus LLC
Illinois
$4.87M +$35.9K +1,568 +0.7%
PI
189
PFG Investments
New York
$4.79M +$4.56M +199,290 +2,029%
WFC
190
Western Financial Corp
California
$4.77M -$133K -5,793 -3%
FFN
191
Focus Financial Network
Minnesota
$4.73M +$108K +4,736 +2%
CWM
192
Congress Wealth Management
Massachusetts
$4.69M -$71.7K -3,130 -2%
SFS
193
Security Financial Services
Indiana
$4.68M -$342K -14,924 -7%
ACM
194
Anfield Capital Management
California
$4.67M +$736K +32,158 +19%
CCM
195
Coldstream Capital Management
Washington
$4.57M +$140K +6,119 +3%
IWC
196
Integrated Wealth Concepts
Massachusetts
$4.54M +$3.87K +169 +0.1%
CWS
197
Cypress Wealth Services
California
$4.5M -$6.94K -303 -0.2%
PCMU
198
Paragon Capital Management (Utah)
Utah
$4.43M -$90.8K -3,966 -2%
PAG
199
Paladin Advisory Group
Iowa
$4.41M +$3.32M +144,793 +303%
HI
200
Harbour Investments
Wisconsin
$4.36M +$731K +31,923 +20%
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