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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 %
IWP
201
Icon Wealth Partners
Texas
$2.79M -$9.02M -409,075 -76%
HFA
202
High Falls Advisors
New York
$2.71M -$11.9M -541,966 -81%
CFGS
203
Concourse Financial Group Securities
Alabama
$2.71M -$5.73M -260,207 -68%
PP
204
Prudential plc
United Kingdom
$2.68M +$2.68M +121,733 New
FTS
205
Fifth Third Securities
Ohio
$2.67M +$1.47M +66,752 +123%
LA
206
LVW Advisors
New York
$2.59M +$58.8K +2,666 +2%
BCI
207
Brinker Capital Investments
Pennsylvania
$2.58M -$7.88M -357,394 -75%
OPS
208
Orion Portfolio Solutions
Nebraska
$2.58M -$7.88M -357,394 -75%
SWP
209
Stratos Wealth Partners
Ohio
$2.58M +$1.77M +80,455 +221%
TCMP
210
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.57M -$104K -4,699 -4%
Canada Life
211
Canada Life
Manitoba, Canada
$2.56M -$135K -6,164 -5%
DWM
212
Drive Wealth Management
Utah
$2.51M +$839K +38,089 +50%
OWA
213
One Wealth Advisors
California
$2.51M -$6.39M -289,915 -72%
HI
214
Harbour Investments
Wisconsin
$2.48M -$1.72M -77,962 -41%
CIAS
215
Capital Investment Advisory Services
North Carolina
$2.46M -$109K -4,960 -4%
FNWM
216
Financial Network Wealth Management
Utah
$2.45M +$14.5K +663 +0.6%
UWPG
217
Ullmann Wealth Partners Group
Florida
$2.42M +$1.71M +77,693 +240%
FPF
218
First Pacific Financial
Washington
$2.4M +$30.5K +1,384 +1%
IFA
219
Interactive Financial Advisors
Illinois
$2.37M +$72.1K +3,270 +3%
MFG
220
Merit Financial Group
Georgia
$2.33M -$4.6M -208,932 -66%
KFI
221
Key Financial Inc
Pennsylvania
$2.11M +$1.98M +89,660 +1,451%
GT
222
Greenleaf Trust
Michigan
$2.11M +$195K +8,832 +10%
HWP
223
Highline Wealth Partners
California
$2.1M +$374K +16,947 +22%
SCP
224
Syntal Capital Partners
Texas
$2.06M -$2.69M -121,897 -57%
KWA
225
Kingswood Wealth Advisors
California
$2.04M +$2.04M +19,691 New
7 8
9
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