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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 %
NW
501
NewEdge Wealth
Pennsylvania
$207K -$18.9K -834 -8%
BCG
502
Breakwater Capital Group
New Jersey
$207K +$207K +9,123 New
ACM
503
Absolute Capital Management
Pennsylvania
$205K -$423K -18,632 -67%
CF
504
Centaurus Financial
California
$203K -$2.15M -95,034 -91%
VVP
505
Venture Visionary Partners
Ohio
$201K -$338K -14,893 -63%
BWM
506
Baystate Wealth Management
Massachusetts
$195K -$676K -29,685 -78%
TPCW
507
TD Private Client Wealth
New York
$185K +$3.32K +146 +2%
SAS
508
Stelac Advisory Services
New York
$169K – – –
IFA
509
Interactive Financial Advisors
Illinois
$168K -$20.2K -888 -11%
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K -$18.4K -812 -10%
TA
511
Tectonic Advisors
Texas
$159K – – –
BC
512
Bartlett & Co
Ohio
$145K +$103K +4,529 +245%
BCWM
513
Bartlett & Co Wealth Management
Ohio
$145K +$103K +4,529 +245%
KC
514
Kenfarb & Co
Kentucky
$143K – – –
LFA
515
LGT Financial Advisors
Texas
$137K +$137K +6,012 New
AAM
516
Advisors Asset Management
Colorado
$127K +$71.5K +3,147 +128%
CWP
517
Concord Wealth Partners
Virginia
$127K +$127K +5,577 New
FFA
518
Founders Financial Alliance
North Carolina
$124K -$18.9K -831 -13%
NRC
519
New Republic Capital
North Carolina
$122K +$122K +5,356 New
HIIFS
520
Harel Insurance Investments & Financial Services
Israel
$116K +$116K +5,100 New
NFSG
521
Newbridge Financial Services Group
Florida
$113K +$1.23K +54 +1%
CTA
522
Colonial Trust Advisors
South Carolina
$107K +$107K +4,715 New
WWM
523
Wagner Wealth Management
South Carolina
$102K +$102K +4,473 New
JAM
524
JCIC Asset Management
Ontario, Canada
$95K – – –
GI
525
Gradient Investments
Minnesota
$94K +$94K +4,137 New
19 20
21
22 23