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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.

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 %
US Bancorp
76
US Bancorp
Minnesota
$15.4M -$875K -38,520 -5%
WANY
77
Wealthspire Advisors (New York)
New York
$15.2M -$1.93M -84,802 -11%
RJA
78
Raymond James & Associates
Florida
$14.9M -$5.18M -228,178 -26%
SW
79
SteelPeak Wealth
California
$14.5M -$14.8M -651,068 -50%
IDA
80
Intelligence Driven Advisers
California
$14.2M +$9.09M +392,894 +176%
AI
81
Atria Investments
North Carolina
$13.8M -$12.7M -558,950 -48%
AHSSHC
82
Adventist Health System Sunbelt Healthcare Corp
Florida
$12.8M +$2.51M +110,570 +24%
SCI
83
Stableford Capital II
Arizona
$12.4M +$21.4K +923 +0.2%
GT
84
Greenleaf Trust
Michigan
$12.3M +$12.3M +541,919 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$11.9M -$602K -26,502 -5%
Brown Advisory
86
Brown Advisory
Maryland
$11.6M +$11.6M +509,852 New
C1AG
87
Client 1st Advisory Group
Florida
$11.5M -$2.28M -100,175 -16%
LWA
88
Lineweaver Wealth Advisors
Ohio
$11.5M -$41.2K -1,815 -0.4%
ACM
89
Antonetti Capital Management
Florida
$11.5M -$892K -39,255 -7%
HCA
90
Heck Capital Advisors
Wisconsin
$11.4M +$11.4M +500,309 New
SEM
91
Strategic Equity Management
Arizona
$11.2M +$5.51M +242,736 +97%
AC
92
Annandale Capital
Texas
$11.1M +$1.47M +64,572 +15%
CS
93
Comerica Securities
Michigan
$10.7M -$12M -526,132 -53%
SA
94
Stewardship Advisors
Pennsylvania
$10.7M +$209K +9,181 +2%
CCWA
95
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M -$564K -24,843 -5%
CIAS
96
CFS Investment Advisory Services
New Jersey
$9.9M -$526M -23,145,173 -98%
MPW
97
MA Private Wealth
California
$9.76M -$11.5M -507,761 -54%
HCC
98
Hirtle Callaghan & Co
Pennsylvania
$9.59M +$1.24M +54,753 +15%
SHIM
99
Stone House Investment Management
Pennsylvania
$9.36M -$10.6M -468,602 -53%
CLOS
100
Compagnie Lombard Odier SCmA
Switzerland
$9.32M -$711K -31,314 -7%
2 3
4
5 6