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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PCMU
176
Paragon Capital Management (Utah)
Utah
$4.68M +$42.6K +1,851 +0.9%
CLOS
177
Compagnie Lombard Odier SCmA
Switzerland
$4.64M -$291K -12,638 -6%
SF
178
Synovus Financial
Georgia
$4.59M -$64M -2,776,975 -93%
ACI
179
Alpha Cubed Investments
California
$4.4M +$4.4M +190,892 New
KPWS
180
Kestra Private Wealth Services
Texas
$4.36M +$3.23M +140,026 +283%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$4.3M -$538K -23,333 -11%
GWM
182
Geneos Wealth Management
Colorado
$4.25M -$3.19M -138,482 -43%
SHJ
183
Sharkey, Howes & Javer
Colorado
$4.25M -$2.12M -92,063 -33%
SEM
184
Strategic Equity Management
Arizona
$4.23M +$4.23M +183,688 New
PPWP
185
Proquility Private Wealth Partners
Nevada
$4.15M +$3.16M +137,078 +317%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$4.14M +$194K +8,431 +5%
AWS
187
Atria Wealth Solutions
New York
$4.1M -$3.54M -153,504 -46%
AF
188
Advisornet Financial
Minnesota
$4.07M +$2.05M +89,039 +102%
SFC
189
Strategic Financial Concepts
Texas
$4.01M -$756K -32,823 -16%
Comerica Bank
190
Comerica Bank
Texas
$3.98M -$295K -12,791 -7%
UWPG
191
Ullmann Wealth Partners Group
Florida
$3.94M +$1.41M +61,094 +56%
DWM
192
Drive Wealth Management
Utah
$3.9M +$1.27M +55,119 +48%
C1AG
193
Client 1st Advisory Group
Florida
$3.83M -$1.87M -81,032 -33%
E3F
194
Eight 31 Financial
Texas
$3.79M +$3.79M +164,346 New
Mariner
195
Mariner
Kansas
$3.69M -$3.85M -166,980 -51%
FIA
196
Foundations Investment Advisors
Arizona
$3.67M -$9.89M -428,431 -73%
SFP
197
Sterling Financial Planning
New Jersey
$3.62M -$305K -13,231 -8%
BTI
198
Blue Trust Inc
Georgia
$3.53M -$10.6M -482,421 -75%
DI
199
DFPG Investments
Utah
$3.5M -$127K -5,509 -3%
DAS
200
Dynamic Advisor Solutions
Arizona
$3.47M +$3.47M +152,148 New
6 7
8
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