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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

309 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+31
Holders Change %
+11.15%
% of All Funds
6.79%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.83%
New
57
Increased
165
Reduced
52
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$473M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$213M
4
Bank of America
Bank of America
North Carolina
+$106M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$66.5M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$72.7M
2
AssetMark Inc
AssetMark Inc
California
-$51.8M
3
UCFA
United Capital Financial Advisors
Texas
-$19.3M
4
BCI
Brinker Capital Investments
Pennsylvania
-$11.7M
5
AWM
Avondale Wealth Management
Texas
-$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
226
Moneta Group Investment Advisors
Missouri
$281K +$281K +10,674 New
AWA
227
Arete Wealth Advisors
Illinois
$278K +$51.1K +1,943 +23%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$271K +$212K +8,039 +360%
MYIA
229
Mount Yale Investment Advisors
Colorado
$271K +$271K +10,472 New
HI
230
Human Investing
Oregon
$261K +$5.05K +192 +2%
PK
231
Pflug Koory
Nebraska
$255K – – –
FPB
232
First PREMIER Bank
South Dakota
$251K +$150K +5,689 +148%
SMC
233
Smith, Moore & Co
Missouri
$250K -$6.84K -260 -3%
CF
234
Centaurus Financial
California
$238K +$48.1K +1,827 +25%
UAS
235
United Asset Strategies
New York
$237K – – –
PIA
236
Pinion Investment Advisors
Kansas
$233K +$22.4K +848 +11%
CMO
237
Covenant Multifamily Offices
Texas
$230K +$230K +8,725 New
BCI
238
Brinker Capital Investments
Pennsylvania
$218K -$11.7M -443,460 -98%
FHB
239
First Hawaiian Bank
Hawaii
$213K – – –
ESB
240
Essex Savings Bank
Connecticut
$212K +$53.9K +2,045 +34%
IAA
241
Independent Advisor Alliance
North Carolina
$209K +$209K +8,077 New
William Blair & Company
242
William Blair & Company
Illinois
$205K +$105 +4 +0.1%
S
243
Surevest
California
$205K +$976 +37 +0.5%
WIP
244
Wellesley Investment Partners
Massachusetts
$202K +$202K +7,681 New
ACS
245
Archford Capital Strategies
Illinois
$200K +$184K +7,018 +1,189%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$184K – – –
OAM
247
Oppenheimer Asset Management
New York
$112K +$25K +948 +29%
SAS
248
Stelac Advisory Services
New York
$111K +$111K +4,228 New
APA
249
American Portfolios Advisors
New York
$111K +$61.5K +2,336 +125%
S
250
SignatureFD
Georgia
$110K +$474 +18 +0.4%
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