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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

590 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 215 increasing their positions, 178 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+76
Holders Change %
+14.79%
% of All Funds
9.11%
Holding in Top 10
80
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.21%
% of All Funds
1.24%
New
138
Increased
215
Reduced
178
Closed
57
Calls
$129K
Puts
–
Net Calls
+$129K
Net Calls Change
+$715K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.3B
2
BlackRock
2
BlackRock
New York
$442M
3
3AM
3
3EDGE Asset Management
Florida
$133M
4
JC
4
JB Capital
Connecticut
$56.8M
5
LPL Financial
5
LPL Financial
California
$527M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.69B
3
Temasek Holdings
3
Temasek Holdings
Singapore
$189M
4
Barclays
4
Barclays
United Kingdom
$23K
5
LFA
5
Legacy Financial Advisors
Kentucky
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avondale Wealth Management
Texas
$8.13M +$439K +16,463 +6%
SWA
127
Stratos Wealth Advisors
Ohio
$8.04M +$127K +4,751 +2%
SCA
128
Snowden Capital Advisors
New York
$7.98M +$423K +15,845 +6%
LWA
129
Lineweaver Wealth Advisors
Ohio
$7.73M -$10.6M -395,907 -58%
APW
130
Austin Private Wealth
Texas
$7.72M +$861K +32,255 +13%
CWA
131
Clearview Wealth Advisors
Oregon
$7.63M -$49.5K -1,856 -0.6%
BWP
132
Bernardo Wealth Planning
Pennsylvania
$7.52M +$183K +6,852 +2%
SIA
133
Strategic Investment Advisors
Michigan
$7.48M +$20.3K +762 +0.3%
6M
134
6 Meridian
Kansas
$7.3M -$485K -18,182 -6%
PA
135
PFG Advisors
Arizona
$7.3M +$78.4K +2,938 +1%
PA
136
Parallel Advisors
California
$7.22M -$17.9M -670,241 -71%
HIM
137
HawsGoodwin Investment Management
Tennessee
$7.21M -$2.09M -78,474 -23%
IMA
138
Investment Management Associates
Colorado
$7.19M +$1.51M +56,658 +27%
Canada Life
139
Canada Life
Manitoba, Canada
$7.12M -$710K -26,749 -9%
CWM
140
Congress Wealth Management
Massachusetts
$7.04M +$7.04M +263,978 New
4WM
141
4J Wealth Management
Virginia
$6.88M -$290K -10,880 -4%
SAM
142
Synergy Asset Management
Washington
$6.79M +$6.79M +254,316 New
CIBC World Market
143
CIBC World Market
Ontario, Canada
$6.55M -$254K -9,519 -4%
CWS
144
Cypress Wealth Services
California
$6.53M -$193K -7,231 -3%
SWA
145
Strategies Wealth Advisors
Michigan
$6.28M +$6.28M +235,513 New
SPAS
146
Spectrum Planning & Advisory Services
California
$6.25M +$490K +18,373 +9%
SWM
147
SigFig Wealth Management
California
$6.16M +$996K +37,783 +19%
MIAN
148
Mariner Independent Advisor Network
Kansas
$6.14M +$796K +29,989 +15%
CT
149
Columbia Trust
Oregon
$6.12M – – –
UIA
150
UBP Investment Advisors
Switzerland
$6.1M +$533K +20,179 +10%
4 5
6
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