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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 %
Loomis, Sayles & Company
601
Loomis, Sayles & Company
Massachusetts
$5K +$5K +233 New
TAM
602
Townsend Asset Management
North Carolina
$4.89K +$1.55K +68 +46%
SCA
603
Stonebridge Capital Advisors
Minnesota
$4.64K +$4.64K +204 New
RA
604
Rise Advisors
New York
$4.61K +$4.61K +203 New
BWA
605
BDO Wealth Advisors
Florida
$4.16K – – –
PFBT
606
Parkside Financial Bank & Trust
Missouri
$3.82K – – –
TFS
607
TrustCore Financial Services
Tennessee
$3.61K +$3.36K +148 +1,345%
CA
608
Corrado Advisors
New Jersey
$3.61K +$3.61K +159 New
AWM
609
Avior Wealth Management
Nebraska
$3.52K -$103K -4,516 -97%
HNB
610
Huntington National Bank
Ohio
$3.29K -$2K – –
RFS
611
Retirement Financial Solutions
Tennessee
$3.27K +$3.27K +144 New
CCMI
612
Creative Capital Management Investments
California
$3K +$3K +152 New
EWM
613
EPG Wealth Management
Georgia
$2.66K – – –
BC
614
Barrett & Company
Rhode Island
$2.59K – – –
MPCL
615
My Personal CFO LLC
Washington
$2.41K +$2.41K +106 New
PA
616
PSI Advisors
Florida
$2.27K -$1.82K -80 -44%
JFG
617
JDM Financial Group
Texas
$1.14K +$1.14K +50 New
TFGT
618
TS Financial Group (TSFG)
Illinois
$1K – – –
VNA
619
Valley National Advisers
Pennsylvania
$1K +$1K +53 New
FWA
620
Freedom Wealth Alliance
Wisconsin
$841 +$841 +37 New
MAWA
621
Moss Adams Wealth Advisors
Washington
$478 +$478 +21 New
TWP
622
TFO Wealth Partners
Ohio
$308 -$17.5K -341 -98%
LFG
623
Larson Financial Group
Missouri
$295 – – –
WA
624
Win Advisors
Florida
$273 – – –
AWM
625
Atticus Wealth Management
Florida
$68 -$80.9K -3,568 -100%
23 24
25
26 27