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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 %
CHAM
326
Clear Harbor Asset Management
Connecticut
$847K +$81.5K +3,585 +11%
I
327
INVST
Indiana
$838K -$5.68M -243,373 -87%
TFA
328
Teamwork Financial Advisors
Texas
$827K -$573K -25,229 -41%
VC
329
Veracity Capital
Georgia
$817K -$477K -21,010 -37%
RW
330
Regimen Wealth
Georgia
$808K +$808K +35,587 New
FFP
331
FourThought Financial Partners
Florida
$806K +$806K +35,463 New
RI
332
Rinkey Investments
California
$805K +$805K +35,445 New
KWM
333
Kingsview Wealth Management
Oregon
$798K -$31.6K -1,392 -4%
CFG
334
Citizens Financial Group
Rhode Island
$775K -$321K -14,130 -29%
Lido Advisors
335
Lido Advisors
California
$774K +$527K +23,203 +214%
MWM
336
Maripau Wealth Management
Indiana
$769K -$1.35M -57,494 -64%
WJA
337
Willis Johnson & Associates
Texas
$762K +$11.8K +518 +2%
CWM
338
Cahaba Wealth Management
Georgia
$749K +$1.64K +72 +0.2%
IWM
339
IHT Wealth Management
Illinois
$733K -$629K -27,680 -46%
RB
340
Renasant Bank
Mississippi
$732K +$282K +12,400 +63%
CAAS
341
Capital Asset Advisory Services
Michigan
$724K +$724K +31,850 New
FW
342
FirstPurpose Wealth
Utah
$722K +$34.7K +1,526 +5%
GIA
343
Gladstone Institutional Advisory
Florida
$714K -$86.2K -3,792 -11%
HT
344
Headlands Technologies
Illinois
$711K +$711K +31,309 New
SMWM
345
Silvia McColl Wealth Management
California
$706K +$706K +31,092 New
RFG
346
Range Financial Group
Oregon
$702K -$242K -10,658 -26%
VFPW
347
Vantage Financial Partners (Wisconsin)
Wisconsin
$697K -$737K -32,427 -51%
PWMG
348
Provence Wealth Management Group
California
$690K -$2.47M -108,601 -78%
JWCA
349
J.W. Cole Advisors
Florida
$690K -$201K -8,839 -23%
SG Americas Securities
350
SG Americas Securities
New York
$686K -$239K -10,540 -26%
12 13
14
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