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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 %
WWG
176
West Wealth Group
California
$4.2M -$6.74M -296,493 -62%
BOC
177
Bull Oak Capital
California
$4.13M -$70.1K -3,085 -2%
RIA
178
Regal Investment Advisors
Michigan
$4.12M -$2.49M -109,380 -38%
SB
179
Strategic Blueprint
Georgia
$4.12M -$2.8M -123,088 -40%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$4.08M -$3.59M -158,136 -47%
FNWM
181
Financial Network Wealth Management
Utah
$4.05M -$1,000K -44,014 -20%
OPS
182
Orion Portfolio Solutions
Nebraska
$4.04M -$5.74M -252,600 -59%
HPM
183
Hoxton Planning & Management
West Virginia
$3.9M +$3.9M +171,662 New
DE
184
Day & Ennis
Georgia
$3.89M +$3.89M +171,411 New
CWS
185
Cypress Wealth Services
California
$3.81M -$3.11M -136,814 -45%
CCM
186
Coldstream Capital Management
Washington
$3.81M +$3.81M +167,607 New
AFG
187
Altiora Financial Group
Ohio
$3.77M +$3.77M +166,033 New
SFP
188
Sterling Financial Planning
New Jersey
$3.75M +$496K +21,822 +15%
SL
189
Sentinus LLC
Illinois
$3.74M -$5.04M -247,579 -57%
SFS
190
Security Financial Services
Indiana
$3.72M -$5.76M -253,650 -61%
CM
191
Columbus Macro
Pennsylvania
$3.71M +$3.71M +163,089 New
MFG
192
Merit Financial Group
Georgia
$3.66M -$4M -176,068 -52%
ACM
193
Anfield Capital Management
California
$3.63M -$246K -10,840 -6%
CCFM
194
Clear Creek Financial Management
Washington
$3.58M -$9.44M -415,672 -73%
NL
195
NWAM LLC
Washington
$3.5M -$2.73M -120,022 -44%
AWC
196
Abundance Wealth Counselors
Pennsylvania
$3.5M -$849K -37,365 -20%
OAP
197
One Advisory Partners
Kansas
$3.49M -$8.68M -382,062 -71%
SWM
198
Spire Wealth Management
Virginia
$3.44M -$2.44M -107,355 -41%
HWP
199
Highline Wealth Partners
California
$3.44M -$2.86M -126,045 -45%
PWM
200
Perigon Wealth Management
California
$3.41M -$692K -30,471 -17%
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