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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 %
SCM
301
Stonehearth Capital Management
Massachusetts
$1.12M +$10.5K +462 +0.9%
Wealthfront Advisers
302
Wealthfront Advisers
California
$1.11M +$750K +32,993 +207%
Wealth Enhancement Advisory Services
303
Wealth Enhancement Advisory Services
Minnesota
$1.11M -$22.1K -951 -2%
SWG
304
Summit Wealth Group
Vermont
$1.08M -$145K -6,386 -12%
VWM
305
Venturi Wealth Management
Texas
$1.05M -$3.66M -161,079 -78%
TA
306
TFB Advisors
Kansas
$1.05M +$1.05M +46,270 New
GCM
307
Graham Capital Management
Connecticut
$1.03M +$736K +32,400 +247%
FHC
308
First Heartland Consultants
Missouri
$1.03M -$662K -29,133 -39%
Principal Financial Group
309
Principal Financial Group
Iowa
$1.03M +$103K +4,544 +11%
VAS
310
Vestmark Advisory Solutions
Massachusetts
$1.03M -$1.12M -49,147 -52%
OIA
311
Optimum Investment Advisors
Illinois
$1.02M +$4.23K +186 +0.4%
TSS
312
Two Sigma Securities
New York
$1M +$150K +6,584 +18%
KA
313
Kovack Advisors
Florida
$989K -$115K -5,081 -10%
HIM
314
Hanlon Investment Management
New Jersey
$983K -$875K -38,514 -47%
SWA
315
Stratos Wealth Advisors
Ohio
$977K -$1.24M -54,666 -56%
KPWS
316
Kestra Private Wealth Services
Texas
$970K +$572K +25,182 +144%
LWAC
317
Laurel Wealth Advisors (California)
California
$967K -$775K -34,085 -44%
AWAU
318
Alliance Wealth Advisors (Utah)
Utah
$965K +$965K +42,494 New
OFG
319
OmniStar Financial Group
North Carolina
$962K -$43.3K -1,906 -4%
SP
320
Successful Portfolios
Florida
$939K -$1.29M -56,720 -58%
TWP
321
Tempus Wealth Planning
California
$935K -$52.3K -2,301 -5%
KFSC
322
Keystone Financial Services (Colorado)
Colorado
$930K -$3.11M -133,511 -77%
Citigroup
323
Citigroup
New York
$922K +$243K +10,681 +36%
M&T Bank
324
M&T Bank
New York
$903K – – –
CWP
325
Cyndeo Wealth Partners
Florida
$887K +$887K +39,024 New
11 12
13
14 15