GOVT icon

iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

574 hedge funds and large institutions have $17.2B invested in iShares US Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 203 increasing their positions, 243 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
9.71%
Holding in Top 10
80
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.56%
% of All Funds
1.35%
New
79
Increased
203
Reduced
243
Closed
73
Calls
$1.64M
Puts
$1.15M
Net Calls
+$493K
Net Calls Change
+$261K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.15B
2
SCM
2
SCS Capital Management
Massachusetts
$416M
3
Bank of America
3
Bank of America
North Carolina
$1.56B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$337M
5
Goldman Sachs
5
Goldman Sachs
New York
$148M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$15.1M
2
JPG
2
Jordan Park Group
California
$50M
3
5L
3
55I LLC
Massachusetts
$0
4
Ameriprise
4
Ameriprise
Minnesota
$121M
5
RVPG
5
Relative Value Partners Group
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
551
Hazlett, Burt & Watson
West Virginia
$9K +$23 +1 +0.3%
Lazard Asset Management
552
Lazard Asset Management
New York
$8K -$12K – –
TFGT
553
TS Financial Group (TSFG)
Illinois
$8K – – –
SFCL
554
Strengthening Families & Communities LLC
Massachusetts
$8K – – –
TSWM
555
Tyler-Stone Wealth Management
Ohio
$7K – – –
PMFA
556
Plante Moran Financial Advisors
Michigan
$7K +$6.57K +275 +1,528%
PPWM
557
PFG Private Wealth Management
Florida
$6K +$6K +240 New
SIS
558
Sound Income Strategies
Florida
$6K +$6K +271 New
AWM
559
Avior Wealth Management
Nebraska
$5K -$3.45K -156 -41%
SWA
560
SOA Wealth Advisors
New York
$5K -$282 -12 -5%
PFBT
561
Parkside Financial Bank & Trust
Missouri
$4K -$19.8K -831 -83%
TAM
562
Townsend Asset Management
North Carolina
$4K – – –
GG
563
Gleason Group
Kentucky
$4K +$4K +166 New
IAMOG
564
Investors Asset Management of Georgia
Georgia
$3K +$3K +119 New
LPWM
565
Lake Point Wealth Management
Texas
$3K +$3K +142 New
RIM
566
Rockbridge Investment Management
New York
$2.92K – – –
AIP
567
Ahrens Investment Partners
Louisiana
$2K – – –
HNB
568
Huntington National Bank
Ohio
$2K -$109K – –
TWA
569
TCI Wealth Advisors
Arizona
$1K +$1K +33 New
CI
570
CX Institutional
Indiana
$1K +$1K +44 New
AIC
571
Archer Investment Corporation
Indiana
$944 -$425 -18 -31%
Bank of Montreal
572
Bank of Montreal
Ontario, Canada
$671 +$29 +1,110 +4%
AR
573
Apeiron RIA
Texas
$334 -$46 -18,650 -12%
5L
574
55I LLC
Massachusetts
– -$114M -4,560,739 Closed
WF
575
Williams Financial
Vermont
– -$12.9M -517,843 Closed
21 22
23
24 25