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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 %
TWA
576
TCI Wealth Advisors
Arizona
$15.7K +$15.5K +682 +6,200%
RBC
577
Romano Brothers & Co
Illinois
$15.3K +$15.3K +674 New
AWM
578
Accel Wealth Management
Iowa
$14.9K – – –
BWP
579
Baldwin Wealth Partners
Massachusetts
$14.7K – – –
PFSC
580
Peoples Financial Services Corp
Pennsylvania
$14.1K – – –
CSB
581
City State Bank
Iowa
$14K – – –
FCG
582
Financial Connections Group
California
$14K +$108 +5 +0.8%
CHC
583
City Holding Co
West Virginia
$11.6K – – –
AW
584
Avion Wealth
Texas
$11K – – –
RG
585
Retirement Group
California
$11K +$11K +463 New
CA
586
Centerpoint Advisors
Massachusetts
$11K +$11K +480 New
SSB
587
Sandy Spring Bank
Maryland
$10.8K – – –
AP
588
Arlington Partners
Alabama
$10K +$10K +441 New
BFEC
589
Benjamin F. Edwards & Company
Missouri
$10K -$33.6K -1,499 -77%
FMII
590
Farmers & Merchants Investments Inc
Nebraska
$9.82K +$9.82K +432 New
PP
591
Pacifica Partners
Canada
$9.2K -$638 -28 -6%
DJSG
592
D.J. St. Germain
Massachusetts
$8.53K -$1.85K -81,374 -18%
SFCL
593
Strengthening Families & Communities LLC
Massachusetts
$7K – – –
FWM
594
Focused Wealth Management
New York
$6.98K +$6.98K +307 New
RIA
595
Realta Investment Advisors
Delaware
$6.23K +$5.14K +226 +471%
IHWM
596
Iron Horse Wealth Management
Iowa
$6K +$6K +248 New
CB
597
Centennial Bank
Arkansas
$5.95K +$5.95K +262 New
TIM
598
Tortoise Investment Management
New York
$5.39K +$5.39K +237 New
IF
599
Integrity Financial
Wyoming
$5.32K -$44.2K -1,945 -89%
SWA
600
SOA Wealth Advisors
New York
$5.27K +$386 +17 +8%
22 23
24
25 26