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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.43B 360,509,492 +69,509,114 +24%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.99B 127,718,467 +27,720,388 +28%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.17B 92,676,176 -4,036,253 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.83B 78,342,719 +4,121,942 +6%
Truist Financial
5
Truist Financial
North Carolina
$1.3B 55,448,009 +7,715,170 +16%
Morgan Stanley
6
Morgan Stanley
New York
$524M 22,409,784 +418,812 +2%
UCFA
7
United Capital Financial Advisors
Texas
$494M 21,120,416 +411,344 +2%
LPL Financial
8
LPL Financial
California
$469M 20,042,350 +4,607,084 +30%
AF
9
Allworth Financial
California
$430M 18,383,748 +1,495,016 +9%
BlackRock
10
BlackRock
New York
$322M 13,793,025 +1,260,804 +10%
AssetMark Inc
11
AssetMark Inc
California
$320M 13,703,425 -52,806 -0.4%
SCM
12
SCS Capital Management
Massachusetts
$315M 13,479,432 +2,036,696 +18%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$284M 12,132,886 -1,649,748 -12%
Osaic Holdings
14
Osaic Holdings
Arizona
$197M 8,440,058 +2,169,573 +35%
UBS Group
15
UBS Group
Switzerland
$169M 7,215,703 +887,311 +14%
Temasek Holdings
16
Temasek Holdings
Singapore
$148M 6,339,692 -6,203,000 -49%
PAS
17
Park Avenue Securities
New York
$143M 6,099,032 +2,527,823 +71%
Ameriprise
18
Ameriprise
Minnesota
$141M 6,014,986 +47,300 +0.8%
NFA
19
Nationwide Fund Advisors
Ohio
$124M 5,310,252 +134,740 +3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$114M 4,859,629 +577,579 +13%
TC
21
TownSquare Capital
Utah
$107M 4,596,876 +260,491 +6%
MML Investors Services
22
MML Investors Services
Massachusetts
$104M 4,429,481 +674,725 +18%
EWA
23
EP Wealth Advisors
California
$85.3M 822,549 -1,268,508 -61%
JPG
24
Jordan Park Group
California
$83.9M 3,589,136 +1,071,407 +43%
CCA
25
Cobblestone Capital Advisors
New York
$79.7M 3,408,322 -948,631 -22%
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