GOVT icon

iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

278 hedge funds and large institutions have $11.5B invested in iShares US Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 146 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+34
Holders Change %
+13.93%
% of All Funds
6.05%
Holding in Top 10
36
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+71.43%
% of All Funds
0.78%
New
60
Increased
146
Reduced
50
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$996M
2
Bank of America
Bank of America
North Carolina
$3.12B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.78B
4
LPL Financial
LPL Financial
California
$208M
5
BlackRock
BlackRock
New York
$198M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.2M
3
FI
FormulaFolio Investments
Michigan
$20.6M
4
DRS
Deane Retirement Strategies
Louisiana
$439K
5
SB
Suntrust Banks
Georgia
$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
226
Squar Milner Financial Services
California
$99K -$172K -6,657 -64%
FPB
227
First PREMIER Bank
South Dakota
$99K – – –
TFA
228
Transamerica Financial Advisors
Florida
$96K +$96K +3,705 New
VFA
229
Valeo Financial Advisors
Indiana
$86K +$86K +3,325 New
OAM
230
Oppenheimer Asset Management
New York
$85K -$6.27K -243 -7%
PCM
231
Penserra Capital Management
California
$83K +$83K +3,241 New
PCG
232
Private Capital Group
Connecticut
$82K -$527K -21,503 -87%
Citigroup
233
Citigroup
New York
$64K – – –
LDFR
234
Lehman & Derafelo Financial Resources
Pennsylvania
$62K +$61.2K +2,383 +7,687%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$57K -$85K -3,333 -60%
JCM
236
Jacobi Capital Management
Pennsylvania
$49K -$9.94K -381 -17%
APA
237
American Portfolios Advisors
New York
$48.4K +$11.2K +433 +30%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$42K – – –
GI
239
Gradient Investments
Minnesota
$31K +$25.4K +985 +458%
SIS
240
Sound Income Strategies
Florida
$30K -$33.4K -1,308 -53%
JGIA
241
Jackson Grant Investment Advisers
Connecticut
$30K +$155 +6 +0.5%
BAM
242
Barrett Asset Management
New York
$28K – – –
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.1K +$27.1K +1,050 New
LWA
244
Lenox Wealth Advisors
New York
$27K -$33.1K -1,289 -55%
BBA
245
Braun-Bostich & Associates
Pennsylvania
$25K -$83.6K -3,272 -77%
CDIA
246
Capital Directions Investment Advisors
Georgia
$24K +$24K +926 New
TC
247
Truvestments Capital
Florida
$22K -$6.33K -244 -22%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
GWMIA
249
Global Wealth Management Investment Advisory
Florida
$19K +$19K +736 New
BFEC
250
Benjamin F. Edwards & Company
Missouri
$18K +$18K +712 New
8 9
10
11 12