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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
+$1.99B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
3
Stifel Financial
Stifel Financial
Missouri
+$362M
4
AWA
Arete Wealth Advisors
Illinois
+$211M
5
Truist Financial
Truist Financial
North Carolina
+$127M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.75B
2
CIAS
CFS Investment Advisory Services
New Jersey
-$526M
3
LPL Financial
LPL Financial
California
-$363M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$298M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
151
Bay Harbor Wealth Management
Maryland
$5.44M -$6.2M -272,883 -53%
OWA
152
One Wealth Advisors
California
$5.44M -$8.69M -382,479 -62%
SCP
153
Syntal Capital Partners
Texas
$5.43M +$1.9M +83,774 +54%
SIA
154
Strategic Investment Advisors
Michigan
$5.41M +$185K +8,142 +4%
CIBC World Market
155
CIBC World Market
Ontario, Canada
$5.35M +$250K +11,019 +5%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$5.32M +$4.34M +191,102 +442%
WFC
157
Western Financial Corp
California
$5.31M -$580K -25,516 -10%
EH
158
Equitable Holdings
New York
$5.26M -$5.01M -220,675 -49%
SL
159
SWMG LLC
Texas
$5.24M -$2.29M -100,673 -30%
BWM
160
Boyd Wealth Management
California
$5.18M +$4.49M +197,827 +656%
SMFG
161
Sumitomo Mitsui Financial Group
Japan
$5.08M +$450K +19,792 +10%
4WM
162
4J Wealth Management
Virginia
$4.98M -$1.62M -71,506 -25%
PF
163
Phoenix Financial
Israel
$4.94M -$1.02K -45 -0%
BWM
164
BCGM Wealth Management
Indiana
$4.86M +$19K +838 +0.4%
T
165
TCWP
Ohio
$4.75M -$5.61M -246,638 -54%
MCC
166
Money Concepts Capital
Florida
$4.74M +$4.61M +202,836 +3,407%
SIA
167
SeaBridge Investment Advisors
New Jersey
$4.73M +$54.7K +2,406 +1%
CWM
168
Congress Wealth Management
Massachusetts
$4.67M +$270K +11,881 +6%
Goldman Sachs
169
Goldman Sachs
New York
$4.6M +$4.6M +202,302 New
PJSIMP
170
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.53M +$4.53M +199,483 New
AWM
171
Ameliora Wealth Management
Switzerland
$4.51M +$116K +5,121 +3%
PCMU
172
Paragon Capital Management (Utah)
Utah
$4.5M +$56.3K +2,476 +1%
BRWA
173
B. Riley Wealth Advisors
Florida
$4.44M -$9.04M -397,863 -67%
MG
174
Mather Group
Illinois
$4.3M -$979K -43,087 -19%
MA
175
Mutual Advisors
Nebraska
$4.29M -$307K -13,499 -7%
5 6
7
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