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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 %
SSWM
676
Sheets Smith Wealth Management
North Carolina
– -$263K -11,538 Closed
WC
677
Whitney & Co
New York
– -$254K -11,180 Closed
D
678
Dentgroup
Louisiana
– -$240K -10,648 Closed
DC
679
Davenport & Co
Virginia
– -$238K -10,447 Closed
CCA
680
Clearwater Capital Advisors
Illinois
– -$236K -10,349 Closed
HWM
681
Hohimer Wealth Management
Washington
– -$223K -9,807 Closed
FPAS
682
Focus Partners Advisor Solutions
Missouri
– -$214K -9,418 Closed
IA
683
Insight Advisors
Pennsylvania
– -$205K -9,010 Closed
9WM
684
9258 Wealth Management
Ohio
– -$201K -8,823 Closed
HGERS
685
Householder Group Estate & Retirement Specialist
Arizona
– -$135K -5,942 Closed
PFA
686
Professional Financial Advisors
Nebraska
– -$123K -5,406 Closed
Bessemer Group
687
Bessemer Group
New Jersey
– -$114K -5,007 Closed
GGI
688
Godsey & Gibb Inc
Virginia
– -$90K -3,975 Closed
LC
689
Lindbrook Capital
California
– -$61K -2,664 Closed
EW
690
Evoke Wealth
California
– -$48K -2,101 Closed
AIM
691
Anchor Investment Management
South Carolina
– -$47.6K -2,091 Closed
EIP
692
Ellis Investment Partners
Pennsylvania
– -$25K -1,111 Closed
GWM
693
Guardian Wealth Management
Illinois
– -$21K -910 Closed
M1FG
694
Mach-1 Financial Group
Arkansas
– -$12K -570 Closed
APW
695
Axim Planning & Wealth
Ohio
– -$10K -437 Closed
HBW
696
Hazlett, Burt & Watson
West Virginia
– -$9K -389 Closed
NSIM
697
North Star Investment Management
Illinois
– -$1K -43 Closed
AIC
698
Archer Investment Corporation
Indiana
– -$296 -13 Closed
PP
699
Prosperity Planning
Missouri
– -$272K – –
CDIA
700
Capital Directions Investment Advisors
Georgia
– -$16K – –
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