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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
Bank of America
North Carolina
$6.61B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
3
Stifel Financial
Stifel Financial
Missouri
$421M
4
AWA
Arete Wealth Advisors
Illinois
$1.75B
5
Truist Financial
Truist Financial
North Carolina
$1.08B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.27B
2
CIAS
CFS Investment Advisory Services
New Jersey
$9.9M
3
LPL Financial
LPL Financial
California
$351M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$313M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$7.07M -$4.42M -194,670 -38%
PAG
127
Private Advisor Group
New Jersey
$7.06M -$798K -46,510 -10%
MBT
128
Montecito Bank & Trust
California
$7M -$653K -28,750 -9%
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$6.98M +$799K +35,180 +13%
ME
130
McIlrath & Eck
Washington
$6.95M +$1.54M +67,563 +28%
PFG
131
PAX Financial Group
Texas
$6.89M -$12M -528,341 -64%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$6.88M +$2.09M +92,206 +44%
AWE
133
Avidian Wealth Enterprises
Texas
$6.87M +$2.78M +122,533 +68%
PA
134
PFG Advisors
Arizona
$6.78M -$541K -23,806 -7%
MWM
135
Merriman Wealth Management
Washington
$6.62M +$6.62M +291,306 New
CFGS
136
Concourse Financial Group Securities
Alabama
$6.57M -$8.65M -380,940 -57%
BWP
137
Bernardo Wealth Planning
Pennsylvania
$6.52M -$92.1K -4,054 -1%
Mariner
138
Mariner
Kansas
$6.39M +$3.64M +160,176 +132%
D
139
Diversified
Delaware
$6.23M +$547K +24,078 +10%
JSL
140
JT Stratford LLC
Georgia
$6.16M -$251K -11,041 -4%
NA
141
NewEdge Advisors
Louisiana
$6.01M -$4.63M -671,334 -44%
AWM
142
Alterna Wealth Management
Texas
$5.92M +$329K +14,478 +6%
BFA
143
BMS Financial Advisors
South Dakota
$5.78M -$1.48M -55,575 -20%
IWA
144
Icon Wealth Advisors
Texas
$5.74M -$12M -526,573 -68%
TCMP
145
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.74M -$948K -41,709 -14%
CFAM
146
Center For Asset Management
Florida
$5.63M -$50.9K -2,241 -0.9%
T
147
TNF
Montana
$5.52M -$12.2M -526,742 -69%
CC
148
Copperleaf Capital
North Carolina
$5.49M -$2.61M -114,999 -32%
TF
149
Trek Financial
Arizona
$5.49M -$5.36M -235,920 -49%
AAS
150
Avantax Advisory Services
Texas
$5.49M -$6.77M -297,813 -55%
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