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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.

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
1
Fidelity Investments
Massachusetts
$1.89B
2
EWA
2
EP Wealth Advisors
California
$104M
3
IUHSA
3
Itau Unibanco Holding S.A.
Brazil
$98.6M
4
AF
4
Allworth Financial
California
$544M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$393M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.46B
3
Bank of America
3
Bank of America
North Carolina
$7.69B
4
SCM
4
SCS Capital Management
Massachusetts
$33.5M
5
LPL Financial
5
LPL Financial
California
$176M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.69B 348,721,394 -21,001,084 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.89B 85,547,733 +6,707,884 +9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.46B 66,261,127 -30,665,728 -32%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.37B 62,210,893 -67,264,403 -52%
Truist Financial
5
Truist Financial
North Carolina
$1.24B 56,110,992 -2,391,666 -4%
AF
6
Allworth Financial
California
$544M 24,697,405 +4,444,542 +22%
Morgan Stanley
7
Morgan Stanley
New York
$412M 18,693,958 -5,460,448 -23%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$393M 17,819,469 +4,427,187 +33%
AssetMark Inc
9
AssetMark Inc
California
$358M 16,257,132 +2,096,717 +15%
UCFA
10
United Capital Financial Advisors
Texas
$301M 13,679,074 -7,342,245 -35%
BlackRock
11
BlackRock
New York
$252M 11,423,199 -1,619,688 -12%
Temasek Holdings
12
Temasek Holdings
Singapore
$251M 11,383,000 – –
Charles Schwab
13
Charles Schwab
California
$192M 8,714,240 +1,203,357 +16%
LPL Financial
14
LPL Financial
California
$176M 7,988,845 -12,383,573 -61%
UBS Group
15
UBS Group
Switzerland
$138M 6,245,077 -1,302,853 -17%
Ameriprise
16
Ameriprise
Minnesota
$130M 5,913,445 -1,648,868 -22%
FEG
17
Fund Evaluation Group
Ohio
$129M 5,855,554 +703,623 +14%
NFA
18
Nationwide Fund Advisors
Ohio
$127M 5,761,302 -30,232 -0.5%
US Bancorp
19
US Bancorp
Minnesota
$112M 5,047,489 +745,845 +17%
TC
20
TownSquare Capital
Utah
$109M 4,959,007 +284,169 +6%
HCC
21
Hirtle Callaghan & Co
Pennsylvania
$109M 4,940,249 +2,116,103 +75%
Osaic Holdings
22
Osaic Holdings
Arizona
$106M 4,794,087 -4,182,101 -47%
EWA
23
EP Wealth Advisors
California
$104M 4,706,219 +4,688,092 +25,862%
MIM
24
Morningstar Investment Management
Illinois
$104M 4,699,180 +660,300 +16%
IUHSA
25
Itau Unibanco Holding S.A.
Brazil
$98.6M 4,473,984 +4,455,884 +24,618%
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