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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 %
HI
201
Harbour Investments
Wisconsin
$3.71M +$828K +35,403 +29%
LA
202
Lifeworks Advisors
Michigan
$3.63M +$3.4M +145,523 +1,483%
CCM
203
Crabel Capital Management
California
$3.54M +$297K +12,712 +9%
AR
204
Apeiron RIA
Texas
$3.44M +$1.74M +74,507 +102%
CPW
205
Crestmont Private Wealth
Texas
$3.43M +$3.3K +141 +0.1%
OL
206
Optas LLC
Texas
$3.19M +$2.66M +113,772 +499%
SCA
207
Snowden Capital Advisors
New York
$3.19M +$37.5K +1,606 +1%
AFG
208
Altiora Financial Group
Ohio
$3.17M -$711K -30,392 -18%
TWM
209
Tradition Wealth Management
Minnesota
$3.16M +$3.1M +132,692 +5,143%
DI
210
DFPG Investments
Utah
$3.14M +$1.19M +51,043 +61%
CL
211
Choreo LLC
Illinois
$3.11M +$3.11M +133,074 New
MPW
212
MA Private Wealth
California
$3.11M -$6.93M -296,603 -69%
Canada Life
213
Canada Life
Manitoba, Canada
$3.1M -$128K -5,441 -4%
Legacy Financial Group (Iowa)
214
Legacy Financial Group (Iowa)
Iowa
$3.1M +$1.92M +82,126 +163%
BFA
215
BMS Financial Advisors
South Dakota
$3.06M -$2M -85,560 -39%
TCMP
216
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.89M -$2.99M -128,492 -51%
ASN
217
Advisory Services Network
Georgia
$2.75M +$905K +38,709 +49%
SWA
218
Stratos Wealth Advisors
Ohio
$2.72M +$1.72M +73,390 +171%
FHA
219
First Horizon Advisors
Tennessee
$2.71M +$803K +34,327 +42%
CIAS
220
Capital Investment Advisory Services
North Carolina
$2.66M -$127K -5,431 -5%
BPA
221
Beacon Pointe Advisors
California
$2.61M +$2.13M +91,249 +447%
BAM
222
Belpointe Asset Management
Nevada
$2.6M +$1.21M +51,559 +87%
CC
223
Copperleaf Capital
North Carolina
$2.54M -$3.11M -133,088 -55%
FDDB
224
Fidelity D&D Bancorp
Pennsylvania
$2.45M +$2.45M +107,522 New
WAS
225
Wealth Advisory Solutions
Indiana
$2.44M +$57K +2,440 +2%
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