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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

375 hedge funds and large institutions have $14.8B invested in iShares US Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 62 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+66
Holders Change %
+21.36%
% of All Funds
7.41%
Holding in Top 10
59
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+55.26%
% of All Funds
1.17%
New
111
Increased
168
Reduced
62
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$536M
2
Truist Financial
Truist Financial
North Carolina
+$519M
3
BlackRock
BlackRock
New York
+$238M
4
SCM
SCS Capital Management
Massachusetts
+$199M
5
Bank of America
Bank of America
North Carolina
+$190M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$358M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$66.5M
3
UBS AM
UBS AM
Illinois
-$57.4M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$46.4M
5
3AM
3EDGE Asset Management
Florida
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
226
FAS Wealth Partners
Kansas
$564K +$44.9K +1,731 +9%
LWM
227
Lenox Wealth Management
Ohio
$562K +$165K +6,345 +41%
JWCA
228
J.W. Cole Advisors
Florida
$555K +$555K +21,376 New
SG
229
StoneX Group
New York
$546K +$75.9K +2,930 +16%
Lido Advisors
230
Lido Advisors
California
$545K +$545K +21,001 New
PTC
231
Private Trust Company
Ohio
$539K +$539K +20,781 New
SWP
232
Stratos Wealth Partners
Ohio
$524K +$196K +7,557 +60%
SI
233
Stephens Inc
Arkansas
$515K – – –
ACP
234
Aveo Capital Partners
Colorado
$509K -$421K -16,223 -45%
NFG
235
Next Financial Group
Texas
$502K -$9.28K -358 -2%
ACS
236
Archford Capital Strategies
Illinois
$492K +$295K +11,364 +149%
SAM
237
Strategy Asset Managers
California
$489K +$489K +18,835 New
AWA
238
Arete Wealth Advisors
Illinois
$483K +$209K +8,045 +76%
RWM
239
Ritholtz Wealth Management
New York
$481K -$5.68K -219 -1%
AFAS
240
Acorn Financial Advisory Services
Virginia
$471K +$471K +18,138 New
HIMC
241
Heritage Investors Management Corp
Maryland
$470K – – –
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$469K +$202K +7,800 +76%
CFD
243
Creative Financial Designs
Indiana
$468K -$791K -30,408 -63%
CA
244
Continuum Advisory
Idaho
$460K -$2.04M -78,663 -82%
9WM
245
9258 Wealth Management
Ohio
$444K +$444K +17,126 New
1WA
246
180 Wealth Advisors
Washington
$438K -$31.1K -1,191 -7%
VA
247
Valmark Advisers
Ohio
$426K -$2M -76,944 -82%
DAM
248
Delta Asset Management
Tennessee
$417K – – –
KM
249
Kalos Management
Georgia
$415K +$415K +16,001 New
HTC
250
Haverford Trust Company
Pennsylvania
$410K +$410K +15,818 New
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10
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