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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 %
PP
551
PrairieView Partners
Minnesota
$38K – – –
WPA
552
West Paces Advisors
Georgia
$35.7K -$43.8K -1,927 -55%
FCA
553
Fortis Capital Advisors
Kansas
$34.3K +$34.3K +1,511 New
AFG
554
Albion Financial Group
Utah
$34.1K -$170K -7,500 -83%
CH
555
Canton Hathaway
Rhode Island
$34K – – –
IRC
556
Investors Research Corp
Georgia
$32.3K +$5.43K +239 +20%
EWM
557
Endurance Wealth Management
Rhode Island
$30K – – –
SIC
558
Salem Investment Counselors
North Carolina
$28.9K +$28.9K +1,273 New
JGIA
559
Jackson Grant Investment Advisers
Connecticut
$28K +$227 +10 +0.8%
SIS
560
Sound Income Strategies
Florida
$26.3K +$15.3K +675 +140%
SC
561
Sawyer & Company
Massachusetts
$25K +$25K +1,112 New
AWM
562
Accurate Wealth Management
Florida
$24.6K +$24.6K +1,066 New
EE
563
EWG Elevate
California
$23.2K +$23.2K +1,019 New
HFS
564
Hantz Financial Services
Michigan
$23K +$21.1K +935 +1,100%
SWM
565
Sugarloaf Wealth Management
Georgia
$22.7K – – –
HIA
566
Harbor Investment Advisory
Maryland
$22.3K +$409 +18 +2%
WTA
567
Washington Trust Advisors
Massachusetts
$21.9K -$50K -2,202 -70%
S
568
SignatureFD
Georgia
$21.3K -$15.4K -680 -42%
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$21K +$21K +946 New
TAM
570
Tucker Asset Management
Colorado
$20.6K -$11.4K -500 -36%
GEA
571
Glen Eagle Advisors
New Jersey
$18.9K -$41.2K -1,814 -69%
BCMLT
572
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.9K +$18.9K +831 New
JHCP
573
Jackson Hole Capital Partners
Oklahoma
$18.7K – – –
BAAM
574
Baker Avenue Asset Management
California
$17.7K +$17.7K +780 New
GJIA
575
Glass Jacobson Investment Advisors
Maryland
$17.7K +$17.7K +778 New
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