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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.27B 358,987,201 +10,265,807 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B 56,602,898 -28,944,835 -34%
Truist Financial
3
Truist Financial
North Carolina
$1.29B 55,833,562 -277,430 -0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.06B 45,935,176 -16,275,717 -26%
Morgan Stanley
5
Morgan Stanley
New York
$939M 40,770,706 +22,076,748 +118%
AF
6
Allworth Financial
California
$580M 25,183,931 +486,526 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$506M 21,968,820 +4,149,351 +23%
AssetMark Inc
8
AssetMark Inc
California
$384M 16,665,186 +408,054 +3%
Charles Schwab
9
Charles Schwab
California
$331M 14,350,003 +5,635,763 +65%
Goldman Sachs
10
Goldman Sachs
New York
$312M 13,547,526 +12,540,877 +1,246%
BlackRock
11
BlackRock
New York
$293M 12,699,847 +1,276,648 +11%
FEG
12
Fund Evaluation Group
Ohio
$229M 9,948,394 +4,092,840 +70%
PC
13
Peavine Capital
Nevada
$220M 9,554,765 +9,554,765 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$206M 8,939,370 -57,321,757 -87%
PCIA
15
Prime Capital Investment Advisors
Kansas
$191M 8,307,734 +8,280,653 +30,577%
UCFA
16
United Capital Financial Advisors
Texas
$182M 7,880,500 -5,798,574 -42%
MA
17
Mutual Advisors
Nebraska
$170M 7,386,162 +7,178,164 +3,451%
MIM
18
Morningstar Investment Management
Illinois
$145M 6,282,837 +1,583,657 +34%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
$135M 5,872,353 +932,104 +19%
UBS Group
20
UBS Group
Switzerland
$135M 5,842,959 -402,118 -6%
Ameriprise
21
Ameriprise
Minnesota
$126M 5,491,439 -422,006 -7%
NFA
22
Nationwide Fund Advisors
Ohio
$125M 5,439,863 -321,439 -6%
LPL Financial
23
LPL Financial
California
$121M 5,244,858 -2,743,987 -34%
JPG
24
Jordan Park Group
California
$115M 4,990,913 +698,834 +16%
TC
25
TownSquare Capital
Utah
$114M 4,954,813 -4,194 -0.1%
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