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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 %
WA
201
Wealth Alliance
New York
$4.2M +$458 +20 +0%
CC
202
Copperleaf Capital
North Carolina
$4.13M +$1.64M +71,709 +66%
SFP
203
Sterling Financial Planning
New Jersey
$3.95M +$27.5K +1,203 +0.7%
SL
204
SWMG LLC
Texas
$3.94M -$513K -22,409 -12%
BIP
205
Blueprint Investment Partners
North Carolina
$3.85M -$3.28M -143,301 -46%
WP
206
WealthShield Partners
North Carolina
$3.84M +$22.4K +976 +0.6%
HPM
207
Hoxton Planning & Management
West Virginia
$3.77M -$1.92M -83,774 -34%
ME
208
McIlrath & Eck
Washington
$3.76M +$3.76M +164,257 New
AWE
209
Avidian Wealth Enterprises
Texas
$3.71M +$1.35M +58,976 +57%
AF
210
Advisornet Financial
Minnesota
$3.68M +$1.41M +61,699 +62%
CPW
211
Crestmont Private Wealth
Texas
$3.65M +$285K +12,443 +8%
WWA
212
WCG Wealth Advisors
Nevada
$3.62M +$3.62M +158,057 New
CWM
213
Centurion Wealth Management
Virginia
$3.53M -$105K -4,565 -3%
AR
214
Apeiron RIA
Texas
$3.51M +$135K +5,882 +4%
Northern Trust
215
Northern Trust
Illinois
$3.44M +$2.99M +130,493 +655%
SAG
216
SageView Advisory Group
California
$3.32M -$1.6M -69,741 -33%
TWM
217
Tradition Wealth Management
Minnesota
$3.14M +$37.2K +1,623 +1%
Goldman Sachs
218
Goldman Sachs
New York
$3.09M -$1.83M -80,015 -37%
SS
219
Simplicity Solutions
Minnesota
$3.09M +$2.51M +109,494 +429%
KWS
220
Keystone Wealth Services
California
$3.07M +$2.07M +90,335 +206%
FFA
221
Farther Finance Advisors
California
$3.07M +$713K +31,141 +30%
MFA
222
Mayflower Financial Advisors
Massachusetts
$3.05M -$1.13M -49,307 -27%
PA
223
PFG Advisors
Arizona
$3.04M -$1.11M -48,471 -27%
MG
224
Mather Group
Illinois
$3.03M -$1.07M -46,698 -26%
MPW
225
MA Private Wealth
California
$3M -$45.5K -1,989 -1%
7 8
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