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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

432 hedge funds and large institutions have $12.7B invested in iShares US Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 177 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
8.88%
Holding in Top 10
74
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.84%
% of All Funds
1.52%
New
71
Increased
137
Reduced
177
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.07B
2
Bank of America
Bank of America
North Carolina
$1.84B
3
Truist Financial
Truist Financial
North Carolina
$691M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$108M
5
US Bancorp
US Bancorp
Minnesota
$95.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$501M
2
UBS Group
UBS Group
Switzerland
$259M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.29B
4
BlackRock
BlackRock
New York
$316M
5
SWA
SFMG Wealth Advisors
Texas
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
226
Lighthouse Financial Advisors
Maryland
$1.06M +$1.06M +37,724 New
SMFS
227
Squar Milner Financial Services
California
$1.01M -$635K -22,676 -39%
CIP
228
Capital Insight Partners
Arizona
$1M +$1M +35,810 New
CGA
229
Crescent Grove Advisors
Illinois
$986K – – –
WWM
230
Western Wealth Management
Colorado
$967K +$340K +12,167 +54%
RC
231
RegentAtlantic Capital
New Jersey
$962K +$962K +34,366 New
SFG
232
Summit Financial Group
West Virginia
$958K -$75.3K -2,690 -7%
SC
233
Scotia Capital
Ontario, Canada
$949K +$83.5K +2,981 +10%
DAS
234
Dynamic Advisor Solutions
Arizona
$947K -$82.2K -2,936 -8%
FTI
235
Fiduciary Trust International
Massachusetts
$935K – – –
FNBOSM
236
First National Bank of South Miami
Florida
$859K +$188K +6,701 +28%
VVP
237
Venture Visionary Partners
Ohio
$856K -$485K -17,348 -36%
MYIA
238
Mount Yale Investment Advisors
Colorado
$847K -$186K -6,646 -18%
William Blair & Company
239
William Blair & Company
Illinois
$847K +$463K +16,542 +121%
Principal Financial Group
240
Principal Financial Group
Iowa
$834K +$17.3K +617 +2%
APW
241
Aurora Private Wealth
New Jersey
$830K -$494K -17,662 -37%
MA
242
Mutual Advisors
Nebraska
$809K -$1.53M -54,699 -65%
IWM
243
IHT Wealth Management
Illinois
$800K -$54.8K -1,957 -6%
SGCA
244
Steel Grove Capital Advisors
Tennessee
$799K +$799K +28,549 New
M&T Bank
245
M&T Bank
New York
$794K -$103K -3,696 -12%
PTC
246
Private Trust Company
Ohio
$772K +$222K +7,917 +40%
WIA
247
World Investment Advisors
California
$765K +$245K +8,745 +47%
CA
248
Continuum Advisory
Idaho
$751K -$3.44K -123 -0.5%
APA
249
American Portfolios Advisors
New York
$747K +$263K +9,410 +55%
APC
250
Aspire Private Capital
North Carolina
$731K +$77.1K +2,753 +12%
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