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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 %
CWA
201
Clearview Wealth Advisors
Oregon
$3.37M -$4.48M -197,116 -57%
SXL
202
Summit X LLC
Missouri
$3.37M -$5.83M -243,816 -63%
CPW
203
Crestmont Private Wealth
Texas
$3.33M -$8.93K -393 -0.3%
WP
204
WealthShield Partners
North Carolina
$3.18M -$3.27M -144,122 -51%
CCM
205
Crabel Capital Management
California
$3.15M +$3.15M +138,503 New
Canada Life
206
Canada Life
Manitoba, Canada
$3.14M -$94.3K -4,135 -3%
SCA
207
Snowden Capital Advisors
New York
$3.06M -$2.53M -111,450 -45%
KFP
208
KMG Fiduciary Partners
Ohio
$2.98M +$2.98M +130,960 New
CWM
209
Centurion Wealth Management
Virginia
$2.88M +$2.88M +126,962 New
CFD
210
Creative Financial Designs
Indiana
$2.88M -$773K -34,042 -21%
HI
211
Harbour Investments
Wisconsin
$2.8M -$1.26M -55,432 -31%
HWMA
212
Heritage Wealth Management (Arizona)
Arizona
$2.77M +$1.34M +58,960 +94%
CIAS
213
Capital Investment Advisory Services
North Carolina
$2.71M -$303K -13,353 -10%
LFAS
214
Level Four Advisory Services
Texas
$2.67M +$2.67M +117,509 New
FG
215
Foster Group
Iowa
$2.67M +$2.67M +117,396 New
BIP
216
Blueprint Investment Partners
North Carolina
$2.58M +$846K +37,231 +49%
Citadel Advisors
217
Citadel Advisors
Florida
$2.53M -$642K -28,244 -20%
KWS
218
Keystone Wealth Services
California
$2.52M -$3.45M -151,941 -58%
TPWA
219
TRUE Private Wealth Advisors
Oregon
$2.52M -$1.78M -78,502 -41%
BTWM
220
Baker Tilly Wealth Management
Wisconsin
$2.41M -$478K -21,052 -17%
MHB
221
Midwest Heritage Bank
Iowa
$2.35M -$237K -10,427 -9%
WAS
222
Wealth Advisory Solutions
Indiana
$2.32M -$22.9K -1,011 -1%
LIM
223
Leavell Investment Management
Alabama
$2.29M -$627K -27,597 -22%
FPF
224
First Pacific Financial
Washington
$2.26M -$6.93K -305 -0.3%
RA
225
RFG Advisory
Alabama
$2.18M -$2.61M -112,146 -54%
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