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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
$6.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
3
Stifel Financial
Stifel Financial
Missouri
$421M
4
AWA
Arete Wealth Advisors
Illinois
$1.75B
5
Truist Financial
Truist Financial
North Carolina
$1.08B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.27B
2
CIAS
CFS Investment Advisory Services
New Jersey
$9.9M
3
LPL Financial
LPL Financial
California
$351M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$313M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
401
Cutler Investment Counsel
Oregon
$433K +$433K +19,071 New
SC
402
SouthState Corp
Florida
$430K +$430K +18,947 New
UB
403
UMB Bank
Missouri
$427K -$53.4K -2,350 -11%
TC
404
Truvestments Capital
Florida
$426K -$53.1K -2,336 -11%
RFP
405
RCS Financial Planning
Maryland
$423K +$423K +18,611 New
NRI
406
NFP Retirement Inc
California
$415K -$538K -23,666 -56%
T
407
TRUADVICE
Florida
$414K -$677K -29,121 -62%
Betterment LLC
408
Betterment LLC
New York
$413K +$84.1K +3,696 +26%
AIA
409
Avalon Investment & Advisory
Texas
$408K +$408K +17,965 New
HAS
410
HBW Advisory Services
California
$405K +$11.2K +494 +3%
GFPC
411
Global Financial Private Client
Florida
$405K -$1.23M -54,241 -75%
FFA
412
First Foundation Advisors
California
$403K +$403K +17,746 New
WF
413
Wayfinding Financial
Washington
$402K -$299K -11,552 -43%
AAS
414
Ameritas Advisory Services
Nebraska
$400K -$78.5K -3,453 -16%
OLVIG
415
Oliver Lagore Vanvalin Investment Group
Michigan
$398K -$1.04M -45,603 -72%
FCA
416
FLC Capital Advisors
California
$391K -$400K -17,619 -51%
SFG
417
Summit Financial Group
West Virginia
$387K -$155K -6,831 -29%
WIM
418
WealthPlan Investment Management
Nebraska
$386K -$521K -22,655 -57%
WP
419
WealthPLAN Partners
Nebraska
$385K +$385K +16,790 New
TA
420
TrueWealth Advisors
Alabama
$383K -$488K -21,478 -56%
Corient Private Wealth
421
Corient Private Wealth
Florida
$377K +$377K +16,608 New
IIC
422
Integrated Investment Consultants
Michigan
$373K -$145K -6,371 -28%
AWM
423
Aspire Wealth Management
Massachusetts
$371K -$4.73K -208 -1%
DAM
424
Delta Asset Management
Tennessee
$370K – – –
LNC
425
Lincoln National Corp
Pennsylvania
$368K +$103K +4,533 +39%
15 16
17
18 19