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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.47B 369,722,478 +9,212,986 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.96B 129,475,296 +1,756,829 +1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.22B 96,926,855 +4,250,679 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.81B 78,839,849 +497,130 +0.6%
Truist Financial
5
Truist Financial
North Carolina
$1.34B 58,502,658 +3,054,649 +6%
Morgan Stanley
6
Morgan Stanley
New York
$553M 24,154,406 +1,744,622 +8%
UCFA
7
United Capital Financial Advisors
Texas
$481M 21,021,319 -99,097 -0.5%
LPL Financial
8
LPL Financial
California
$467M 20,372,418 +330,068 +2%
AF
9
Allworth Financial
California
$464M 20,252,863 +1,869,115 +10%
SCM
10
SCS Capital Management
Massachusetts
$334M 14,567,219 +1,087,787 +8%
AssetMark Inc
11
AssetMark Inc
California
$324M 14,160,415 +456,990 +3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$307M 13,392,282 +13,305,256 +15,289%
BlackRock
13
BlackRock
New York
$299M 13,042,887 -750,138 -5%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$269M 11,740,361 -392,525 -3%
Temasek Holdings
15
Temasek Holdings
Singapore
$261M 11,383,000 +5,043,308 +80%
Osaic Holdings
16
Osaic Holdings
Arizona
$205M 8,976,188 +536,130 +6%
Ameriprise
17
Ameriprise
Minnesota
$173M 7,562,313 +1,547,327 +26%
UBS Group
18
UBS Group
Switzerland
$173M 7,547,930 +332,227 +5%
Charles Schwab
19
Charles Schwab
California
$172M 7,510,883 +7,510,883 New
PAS
20
Park Avenue Securities
New York
$142M 6,202,208 +103,176 +2%
NFA
21
Nationwide Fund Advisors
Ohio
$133M 5,791,534 +481,282 +9%
FEG
22
Fund Evaluation Group
Ohio
$118M 5,151,931 +2,735,648 +113%
MML Investors Services
23
MML Investors Services
Massachusetts
$115M 5,013,075 +583,594 +13%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$112M 4,872,461 +12,832 +0.3%
TC
25
TownSquare Capital
Utah
$107M 4,674,838 +77,962 +2%
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