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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

626 hedge funds and large institutions have $23B invested in iShares US Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 148 increasing their positions, 301 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+51
Holders Change %
+8.87%
% of All Funds
10.1%
Holding in Top 10
68
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-29.9%
% of All Funds
1.1%
New
130
Increased
148
Reduced
301
Closed
69
Calls
$1.86M
Puts
$41K
Net Calls
+$1.82M
Net Calls Change
-$342K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.99B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
3
Stifel Financial
Stifel Financial
Missouri
+$362M
4
AWA
Arete Wealth Advisors
Illinois
+$211M
5
Truist Financial
Truist Financial
North Carolina
+$127M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.75B
2
CIAS
CFS Investment Advisory Services
New Jersey
-$526M
3
LPL Financial
LPL Financial
California
-$363M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$298M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
251
Cadinha & Co
Hawaii
$1.66M -$89.7K -3,950 -5%
WIP
252
WealthCare Investment Partners
Rhode Island
$1.66M +$510K +22,441 +44%
SC
253
Scotia Capital
Ontario, Canada
$1.65M -$43.2K -1,903 -3%
AR
254
Apeiron RIA
Texas
$1.65M -$3.75M -164,876 -69%
AG
255
Ascent Group
Virginia
$1.64M +$60.4K +2,658 +4%
SFS
256
Sowell Financial Services
Arkansas
$1.63M -$449K -19,769 -22%
MSWMA
257
Market Street Wealth Management Advisors
Indiana
$1.6M +$105K +4,639 +7%
CFG
258
Cooper Financial Group
California
$1.56M -$1.73M -76,226 -53%
RF
259
RHS Financial
California
$1.54M -$494K -21,724 -24%
TWC
260
TD Waterhouse Canada
Ontario, Canada
$1.54M +$1.02M +33,968 +195%
MFA
261
Mayflower Financial Advisors
Massachusetts
$1.54M -$2.38M -104,578 -61%
PPW
262
Parcion Private Wealth
Washington
$1.53M -$4.41M -194,141 -74%
SWP
263
Stratos Wealth Partners
Ohio
$1.53M -$15.7K -691 -1%
BSW
264
Buckingham Strategic Wealth
Missouri
$1.51M -$30.9K -1,359 -2%
TCA
265
Transcend Capital Advisors
New Jersey
$1.48M -$1.66M -73,083 -53%
SPAS
266
Spectrum Planning & Advisory Services
California
$1.48M -$5.23M -230,149 -78%
DCM
267
Donaldson Capital Management
Indiana
$1.48M -$148K -6,499 -9%
OIA
268
OneDigital Investment Advisors
Kansas
$1.47M +$939K +41,337 +176%
Cerity Partners
269
Cerity Partners
New York
$1.47M +$499K +21,981 +51%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$1.45M +$289K +12,740 +25%
CA
271
Continuum Advisory
Idaho
$1.43M -$613K -26,987 -30%
AL
272
ADE LLC
Maryland
$1.43M -$338K -14,892 -19%
AWM
273
Apollon Wealth Management
South Carolina
$1.37M -$83K -3,655 -6%
BAM
274
Belpointe Asset Management
Nevada
$1.35M -$1.61M -70,709 -54%
CAS
275
Coppell Advisory Solutions
Texas
$1.33M +$1.33M +58,719 New
9 10
11
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