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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 %
AWM
176
Alterna Wealth Management
Texas
$4.56M -$519K -23,541 -10%
CWM
177
Congress Wealth Management
Massachusetts
$4.53M +$13.6K +619 +0.3%
PCMU
178
Paragon Capital Management (Utah)
Utah
$4.44M +$178K +8,054 +4%
CW
179
CreativeOne Wealth
Kansas
$4.31M -$25.8M -1,172,602 -86%
Comerica Bank
180
Comerica Bank
Texas
$4.09M +$4.09M +185,725 New
TF
181
Trek Financial
Arizona
$4.08M -$4.64M -210,367 -53%
WFC
182
Western Financial Corp
California
$3.99M -$602K -27,302 -13%
T
183
TNF
Montana
$3.97M -$5.92M -274,198 -60%
FFA
184
Farther Finance Advisors
California
$3.94M +$985K +44,676 +33%
HSBC Holdings
185
HSBC Holdings
United Kingdom
$3.77M +$959K +43,492 +34%
SFP
186
Sterling Financial Planning
New Jersey
$3.76M -$47K -2,133 -1%
Financial Engines Advisors
187
Financial Engines Advisors
California
$3.75M -$14M -634,022 -79%
BIP
188
Blueprint Investment Partners
North Carolina
$3.62M -$85.2K -3,867 -2%
WWA
189
WCG Wealth Advisors
Nevada
$3.5M +$19.3K +877 +0.6%
DI
190
DFPG Investments
Utah
$3.47M -$2.13M -96,642 -38%
CPW
191
Crestmont Private Wealth
Texas
$3.46M -$52.4K -2,377 -1%
APW
192
Austin Private Wealth
Texas
$3.44M -$9.08M -412,129 -73%
OL
193
Optas LLC
Texas
$3.37M -$3.65M -165,664 -52%
LWM
194
Liberty Wealth Management
California
$3.3M -$2.61M -118,273 -44%
PWM
195
Perigon Wealth Management
California
$3.27M -$2.69M -122,106 -45%
RIA
196
Regal Investment Advisors
Michigan
$3.15M -$2.89M -131,330 -48%
OMC
197
Old Mission Capital
Illinois
$3.03M +$3.03M +137,388 New
PFG
198
PAX Financial Group
Texas
$2.97M -$6.16M -279,278 -67%
SWM
199
Spire Wealth Management
Virginia
$2.83M -$2.41M -109,298 -46%
DWT
200
Dorsey & Whitney Trust
South Dakota
$2.82M +$972K +44,100 +53%
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