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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 %
VPP
476
Vertex Planning Partners
Illinois
$243K +$243K +10,689 New
IGWM
477
ICA Group Wealth Management
Colorado
$242K -$49.6K -2,182 -17%
SWA
478
Strategies Wealth Advisors
Michigan
$240K +$240K +10,581 New
SPWG
479
Syntegra Private Wealth Group
Missouri
$239K +$239K +10,507 New
OC
480
Oppenheimer & Co
New York
$239K +$239K +10,507 New
AWA
481
Acorn Wealth Advisors
Michigan
$235K -$58.9K -2,587 -20%
ACM
482
AlphaStar Capital Management
North Carolina
$234K +$14K +617 +6%
ERIC
483
Eagle Rock Investment Company
Georgia
$232K – – –
IAA
484
Independent Advisor Alliance
North Carolina
$230K -$704 -31 -0.3%
ZF
485
Zhang Financial
Michigan
$226K +$3.45K +152 +2%
BFAG
486
Blackston Financial Advisory Group
Florida
$225K +$225K +9,900 New
RFM
487
Royal Fund Management
Florida
$225K +$225K +9,900 New
BHPW
488
Beverly Hills Private Wealth
California
$223K +$223K +9,833 New
LA
489
Lifeworks Advisors
Michigan
$223K – – –
MWM
490
Meridian Wealth Management
Kentucky
$221K +$221K +9,743 New
WQ
491
Wealth Quarterback
New Jersey
$221K -$10.9K -481 -5%
PFS
492
Prospera Financial Services
Texas
$219K +$4.7K +207 +2%
BFC
493
Bedel Financial Consulting
Indiana
$219K +$219K +9,641 New
GWM
494
GDS Wealth Management
Texas
$218K -$2.7K -119 -1%
CFO
495
CVA Family Office
Colorado
$217K +$217K +9,568 New
SAM
496
Strategy Asset Managers
California
$213K -$128K -5,618 -37%
FCH
497
Freestone Capital Holdings
Washington
$210K +$210K +9,258 New
CCM
498
Ciovacco Capital Management
Georgia
$209K – – –
HCA
499
Harbour Capital Advisors
Virginia
$209K -$27.5K -1,205 -12%
CRI
500
Commonwealth Retirement Investments
Virginia
$209K +$209K +9,179 New
18 19
20
21 22