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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
1
Bank of America
North Carolina
$6.61B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.69B
3
Stifel Financial
3
Stifel Financial
Missouri
$421M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.75B
5
Truist Financial
5
Truist Financial
North Carolina
$1.08B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.27B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$9.9M
3
LPL Financial
3
LPL Financial
California
$351M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$313M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
526
Pinnacle Bancorp
Nebraska
$93K – – –
FPB
527
First PREMIER Bank
South Dakota
$92K – – –
CFB
528
Cullen/Frost Bankers
Texas
$87.4K +$44K +1,936 +101%
BSWA
529
Bromfield Sneider Wealth Advisors
Massachusetts
$78.5K +$591 +26 +0.8%
BCV
530
Banque Cantonale Vaudoise
Switzerland
$78K – – –
ACA
531
Aptus Capital Advisors
Alabama
$74.5K +$3.91K +172 +6%
KFI
532
Key Financial Inc
Pennsylvania
$68K – – –
CHA
533
Carmichael Hill & Associates
Maryland
$65.9K – – –
LS
534
Leelyn Smith
Illinois
$64.8K – – –
BHWM
535
Beaird Harris Wealth Management
Texas
$64.4K +$23 +1 +0%
FWP
536
FAS Wealth Partners
Kansas
$63.3K -$68.7K -3,026 -52%
TWM
537
Tradition Wealth Management
Minnesota
$59K -$4.79M -209,402 -99%
AWM
538
Avondale Wealth Management
Texas
$56.2K -$6.22M -273,801 -99%
FA
539
Fortis Advisors
Pennsylvania
$54.4K -$85K -3,740 -61%
CBT
540
Central Bank & Trust
Kentucky
$52.8K +$52.8K +2,327 New
Fifth Third Bancorp
541
Fifth Third Bancorp
Ohio
$51.1K +$26.8K +1,178 +110%
BWL
542
Bogart Wealth LLC
Virginia
$49.7K -$38.1K -1,679 -43%
ZIG
543
Zullo Investment Group
Pennsylvania
$43.6K – – –
CSPIA
544
Cary Street Partners Investment Advisory
Virginia
$43.1K +$43.1K +1,895 New
MA
545
Montag & Associates
Georgia
$42.7K – – –
BBHC
546
Brown Brothers Harriman & Co
New York
$41.6K +$38.2K +1,681 +1,113%
VC
547
Vestor Capital
Illinois
$41K +$41K +1,810 New
MWM
548
Mascoma Wealth Management
New Hampshire
$39.1K – – –
MSCM
549
McElhenny Sheffield Capital Management
Texas
$39K +$39K +1,717 New
CT
550
Colonial Trust
South Carolina
$38.5K +$38.5K +1,687 New
20 21
22
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