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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 %
Prudential Financial
101
Prudential Financial
New Jersey
$9.28M -$10.3M -451,698 -53%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$9.01M -$1.13M -49,549 -11%
SCM
103
Seascape Capital Management
New Hampshire
$9M +$9M +396,141 New
KFAA
104
Klaas Financial Asset Advisors
Illinois
$8.87M +$8.87M +390,457 New
HFA
105
High Falls Advisors
New York
$8.76M -$18M -792,578 -67%
SFA
106
Source Financial Advisors
New York
$8.75M +$2.41M +106,258 +38%
FCT
107
Family Capital Trust
Massachusetts
$8.72M -$204K -9,002 -2%
CT
108
Columbia Trust
Oregon
$8.69M +$1.66M +73,018 +24%
MWP
109
Meridian Wealth Partners
Pennsylvania
$8.68M +$238K +10,478 +3%
ODIJL
110
One Day In July LLC
Vermont
$8.51M +$8.51M +374,371 New
APW
111
Austin Private Wealth
Texas
$8.31M -$10M -440,972 -55%
SHJ
112
Sharkey, Howes & Javer
Colorado
$8.23M -$18M -794,038 -69%
HPC
113
Hobart Private Capital
North Carolina
$8.04M +$58.3K +2,564 +0.7%
HighTower Advisors
114
HighTower Advisors
Illinois
$8.04M +$1.97M +86,584 +32%
FRA
115
FFG Retirement Advisors
Colorado
$7.93M +$7.93M +349,030 New
PWPCM
116
Perella Weinberg Partners Capital Management
New York
$7.62M -$3.17M -139,595 -29%
SFO
117
Stokes Family Office
Louisiana
$7.57M -$15.9M -699,276 -68%
SWM
118
SigFig Wealth Management
California
$7.56M -$7.95M -214,440 -51%
BWM
119
BerganKDV Wealth Management
Minnesota
$7.46M +$1.84M +80,879 +33%
CFA
120
Cahill Financial Advisors
Minnesota
$7.29M +$4.79M +210,726 +191%
DF
121
Donoghue Forlines
Massachusetts
$7.27M -$268K -11,791 -4%
HH
122
Hilltop Holdings
Texas
$7.19M +$907K +39,953 +14%
GWSA
123
Global Wealth Strategies & Associates
Colorado
$7.16M +$7.16M +315,108 New
SAG
124
SageView Advisory Group
California
$7.16M +$7.16M +315,054 New
TDWM
125
Topel & Distasi Wealth Management
California
$7.14M +$148K +6,516 +2%
3 4
5
6 7