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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.27B
2
CIAS
CFS Investment Advisory Services
New Jersey
$9.9M
3
LPL Financial
LPL Financial
California
$351M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$313M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
626
FWL Investment Management
Texas
$68 +$68 +3 New
BC
627
Burleson & Co
California
$34 -$287K -8,431 -100%
R
628
Rebalance
California
$11 +$11 +1 New
HGWM
629
Harvest Group Wealth Management
Massachusetts
$6 – – –
1832 Asset Management
630
1832 Asset Management
Ontario, Canada
– -$186M -8,165,805 Closed
Asset Management One
631
Asset Management One
Japan
– -$35M -1,536,000 Closed
LA
632
LVW Advisors
New York
– -$16M -701,107 Closed
WF
633
Williams Financial
Vermont
– -$14.6M -639,686 Closed
Renaissance Technologies
634
Renaissance Technologies
New York
– -$10.1M -443,800 Closed
CA
635
Cambridge Associates
Massachusetts
– -$9.91M -435,423 Closed
PP
636
Prudential plc
United Kingdom
– -$5.5M -241,854 Closed
SA
637
Scarborough Advisors
Maryland
– -$2.99M -131,344 Closed
Bank of Nova Scotia
638
Bank of Nova Scotia
Ontario, Canada
– -$2.9M -127,600 Closed
ACM
639
Ashford Capital Management
Delaware
– -$2.57M -112,712 Closed
CWM
640
Centric Wealth Management
Illinois
– -$2.06M -90,429 Closed
MA
641
MUFG Americas
New York
– -$1.9M -83,586 Closed
FAM
642
Forte Asset Management
New York
– -$1.85M -81,162 Closed
QFA
643
Quattro Financial Advisors
Texas
– -$1.81M -79,576 Closed
MLA
644
My Legacy Advisors
Oregon
– -$1.68M -74,930 Closed
CPA
645
Cardiff Park Advisors
California
– -$1.58M -69,361 Closed
VC
646
Vicus Capital
Pennsylvania
– -$1.19M -52,096 Closed
SWP
647
ShoreHaven Wealth Partners
New Jersey
– -$948K -41,694 Closed
TI
648
Truepoint Inc
Ohio
– -$927K -40,734 Closed
PFA
649
Pettinga Financial Advisors
Indiana
– -$916K -40,245 Closed
SFG
650
Sovereign Financial Group
Connecticut
– -$768K -33,742 Closed
24 25
26
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