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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 %
SFS
201
Sowell Financial Services
Arkansas
$3.45M +$2.18M +94,529 +171%
CPW
202
Crestmont Private Wealth
Texas
$3.39M -$229K -9,953 -6%
TWM
203
TSA Wealth Management
Texas
$3.36M +$3.36M +145,789 New
WFC
204
Western Financial Corp
California
$3.29M -$885K -38,411 -21%
AI
205
Atria Investments
North Carolina
$3.24M -$1.75M -75,859 -35%
FAG
206
Fortitude Advisory Group
Washington
$3.21M +$3.21M +139,458 New
GP
207
Greenline Partners
New York
$3.18M +$3.18M +138,058 New
FTS
208
Fifth Third Securities
Ohio
$3.12M +$333K +14,459 +12%
PFS
209
Prospera Financial Services
Texas
$3.12M +$1.63M +70,836 +110%
DWT
210
Dorsey & Whitney Trust
South Dakota
$2.95M – – –
CCG
211
Catalina Capital Group
California
$2.94M +$2.94M +127,636 New
Baird Financial Group
212
Baird Financial Group
Wisconsin
$2.89M -$2M -86,782 -41%
FNWM
213
Financial Network Wealth Management
Utah
$2.86M +$285K +12,382 +11%
LA
214
LVW Advisors
New York
$2.78M +$69.4K +3,012 +3%
FPF
215
First Pacific Financial
Washington
$2.76M +$255K +11,063 +10%
CIAS
216
Capital Investment Advisory Services
North Carolina
$2.68M +$109K +4,731 +4%
T
217
TNF
Montana
$2.63M -$1.57M -68,628 -37%
AG
218
Ascent Group
Virginia
$2.61M +$1.32M +58,285 +102%
CW
219
CreativeOne Wealth
Kansas
$2.61M -$1.9M -82,320 -42%
CT
220
Columbia Trust
Oregon
$2.61M -$2.87M -124,438 -52%
PWM
221
Perigon Wealth Management
California
$2.6M -$822K -35,666 -24%
ACM
222
Avalon Capital Management
California
$2.59M +$2.59M +112,537 New
HWP
223
Highline Wealth Partners
California
$2.57M +$380K +16,489 +17%
Canada Life
224
Canada Life
Manitoba, Canada
$2.53M -$137K -6,008 -5%
CICC
225
Capital Investment Counsel (Colorado)
Colorado
$2.5M +$2.5M +108,388 New
7 8
9
10 11