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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

440 hedge funds and large institutions have $13.7B invested in iShares US Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+8
Holders Change %
+1.85%
% of All Funds
8.9%
Holding in Top 10
71
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.05%
% of All Funds
1.44%
New
57
Increased
216
Reduced
117
Closed
43
Calls
–
Puts
$8.78M
Net Calls
-$8.78M
Net Calls Change
-$8.78M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.59B
2
Bank of America
Bank of America
North Carolina
$2.12B
3
JPG
Jordan Park Group
California
$356M
4
WAM
Wealthspire Advisors (Maryland)
Maryland
$127M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$173M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$0
4
3AM
3EDGE Asset Management
Florida
$72.3M
5
MCIA
Mountain Capital Investment Advisors
Colorado
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
226
Strategic Wealth Management Group
Maryland
$1.05M +$1.05M +37,621 New
LFA
227
Lighthouse Financial Advisors
Maryland
$1.05M -$2.71K -97 -0.3%
WWM
228
Western Wealth Management
Colorado
$1.02M +$50.4K +1,803 +5%
PO
229
Private Ocean
California
$1.01M +$1.01M +36,053 New
CIP
230
Capital Insight Partners
Arizona
$1M – – –
SFG
231
Summit Financial Group
West Virginia
$986K +$29.4K +1,050 +3%
CGA
232
Crescent Grove Advisors
Illinois
$985K – – –
LA
233
LVW Advisors
New York
$955K -$161K -5,770 -14%
CAS
234
Cascadia Advisory Services
Oregon
$951K -$652K -23,320 -41%
FNBOSM
235
First National Bank of South Miami
Florida
$944K +$86.7K +3,101 +10%
PTC
236
Private Trust Company
Ohio
$925K +$156K +5,567 +20%
SAS
237
Stelac Advisory Services
New York
$918K +$233K +8,335 +34%
Wolverine Trading
238
Wolverine Trading
Illinois
$914K +$914K +32,639 New
VVP
239
Venture Visionary Partners
Ohio
$901K +$46.3K +1,659 +5%
Principal Financial Group
240
Principal Financial Group
Iowa
$873K +$40.5K +1,448 +5%
LA
241
LexAurum Advisors
Kansas
$858K +$587K +21,012 +217%
APW
242
Aurora Private Wealth
New Jersey
$850K +$21.4K +765 +3%
FPGK
243
Financial Partners Group (Kansas)
Kansas
$849K +$849K +30,382 New
HIM
244
Hanlon Investment Management
New Jersey
$835K +$146K +5,218 +21%
ACP
245
Aveo Capital Partners
Colorado
$827K +$221K +7,901 +36%
SG
246
StoneX Group
New York
$826K +$98.7K +3,531 +14%
NWM
247
Northwest Wealth Management
Iowa
$814K +$190K +6,800 +30%
MA
248
Mutual Advisors
Nebraska
$813K +$5.09K +182 +0.6%
EWM
249
Edge Wealth Management
New York
$812K -$294K -10,532 -27%
KPWS
250
Kestra Private Wealth Services
Texas
$807K +$807K +28,821 New
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