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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 %
CAM
451
Cresset Asset Management
Illinois
$298K +$298K +14,207 New
IC
452
IEQ Capital
California
$292K +$2.2K +97 +0.8%
SW
453
Simplicity Wealth
New Jersey
$290K +$76.3K +3,357 +36%
CAL
454
Capital Analysts LLC
Pennsylvania
$289K -$834K -36,747 -74%
API
455
Advisor Partners II
California
$288K +$6.45K +284 +2%
BBWP
456
Beacon Bridge Wealth Partners
Pennsylvania
$276K +$276K +12,157 New
AFP
457
Ausdal Financial Partners
Iowa
$275K -$361K -15,877 -57%
CYG
458
Clean Yield Group
Vermont
$273K +$273K +12,000 New
BAM
459
BTS Asset Management
Massachusetts
$272K +$272K +11,678 New
AIM
460
Acropolis Investment Management
Missouri
$271K +$142K +6,241 +110%
MAM
461
Milestone Asset Management
Pennsylvania
$268K +$268K +11,534 New
DP
462
Dearborn Partners
Illinois
$268K – – –
SWM
463
Selective Wealth Management
Virginia
$265K -$55.7K -2,389 -17%
JCM
464
Janney Capital Management
Pennsylvania
$264K +$264K +11,641 New
SC
465
Seldon Capital
California
$264K – – –
BFA
466
Beacon Financial Advisory
Ohio
$263K -$407K -17,928 -61%
RSWM
467
Robertson Stephens Wealth Management
California
$260K -$1.99M -87,484 -88%
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K +$50K +2,200 +24%
CWA
469
Canvas Wealth Advisors
Kansas
$258K +$258K +10,991 New
Bank of Montreal
470
Bank of Montreal
Ontario, Canada
$258K +$67.1K +2,863 +35%
RCM
471
Raleigh Capital Management
North Carolina
$256K -$494K -21,733 -66%
WAL
472
W Advisors LLC
Tennessee
$256K -$536K -23,611 -68%
EW
473
Element Wealth
Mississippi
$249K +$180K +7,914 +260%
NWM
474
Northwest Wealth Management
Iowa
$246K -$31.4K -1,382 -11%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$243K +$243K +10,695 New
17 18
19
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