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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 %
EWA
51
ERTS Wealth Advisors
Michigan
$25.5M -$5.41M -237,938 -18%
CAN
52
Cetera Advisor Networks
California
$25.3M +$20M +880,417 +375%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$24.5M -$23.7M -1,042,874 -49%
CPO
54
Cerity Partners OCIO
New York
$23.3M +$1.03M +45,539 +5%
JBA
55
Johnson Bixby & Associates
Washington
$23.3M +$278K +12,240 +1%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$23.2M +$8.76M +385,622 +61%
SFA
57
Sequoia Financial Advisors
Ohio
$23.1M -$207K -9,122 -0.9%
AWM
58
AE Wealth Management
Kansas
$22.8M -$21.9M -965,880 -49%
WPC
59
Wedmont Private Capital
Pennsylvania
$22.7M +$4.09M +176,554 +22%
KAS
60
Kestra Advisory Services
Texas
$21.4M -$15.2M -669,030 -41%
HGWM
61
Horst & Graben Wealth Management
Oregon
$21.4M -$13.5M -594,565 -39%
GWM
62
Geneos Wealth Management
Colorado
$21.2M -$767K -33,780 -4%
MCWS
63
McKinley Carter Wealth Services
West Virginia
$20.2M -$1.76M -77,603 -8%
CA
64
Cetera Advisors
Colorado
$19.7M +$10.8M +473,196 +120%
PIN
65
Prudent Investors Network
California
$19.2M +$1.24M +54,439 +7%
SAMC
66
Spectrum Asset Management (California)
California
$18.6M -$7.87M -346,283 -30%
TC
67
Trilogy Capital
California
$18.1M +$1.31M +57,700 +8%
FIA
68
Foundations Investment Advisors
Arizona
$17.8M -$4.16M -183,145 -19%
JC
69
JB Capital
Connecticut
$16.8M -$46.5M -2,048,501 -73%
AWS
70
Atria Wealth Solutions
New York
$16.7M -$19.6M -860,870 -54%
Bank Julius Baer & Co
71
Bank Julius Baer & Co
Switzerland
$16.3M +$16.3M +717,145 New
AFS
72
Access Financial Services
Minnesota
$16.2M -$253K -11,148 -2%
IMA
73
Investment Management Associates
Colorado
$16.1M +$5.12M +225,490 +47%
AA
74
Acorns Advisers
California
$15.8M +$1.98M +86,941 +14%
OC
75
Oakworth Capital
Alabama
$15.6M +$193K +8,478 +1%
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