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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
$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.37B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.03B
4
Bank of America
Bank of America
North Carolina
$3.28B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$66.5M

Top Sellers

1
UBS AM
UBS AM
Illinois
$57.4M
2
AssetMark Inc
AssetMark Inc
California
$98.9M
3
UCFA
United Capital Financial Advisors
Texas
$538M
4
BCI
Brinker Capital Investments
Pennsylvania
$218K
5
AWM
Avondale Wealth Management
Texas
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
251
Ellis Investment Partners
Pennsylvania
$96K -$179K -6,865 -65%
Citigroup
252
Citigroup
New York
$93K +$28.1K +1,075 +43%
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.8K +$61.2K +2,325 +221%
LDFR
254
Lehman & Derafelo Financial Resources
Pennsylvania
$69K +$5.28K +200 +8%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$67K +$24K +920 +56%
AIC
256
Ameritas Investment Company
Nebraska
$58K +$58K +2,217 New
RP
257
Rice Partnership
Hawaii
$52K +$52K +1,985 New
VFA
258
Valeo Financial Advisors
Indiana
$52K +$37.7K +8,806 +265%
JCM
259
Jacobi Capital Management
Pennsylvania
$49K – – –
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$38K +$17.6K +674 +86%
BC
261
Barnett & Company
Tennessee
$38K +$38K +1,444 New
GAM
262
Gemmer Asset Management
California
$33K +$33K +1,239 New
JGIA
263
Jackson Grant Investment Advisers
Connecticut
$31K +$159 +6 +0.5%
FEG
264
Financial Enhancement Group
Indiana
$30K +$30K +1,134 New
BAM
265
Barrett Asset Management
New York
$29K – – –
LWA
266
Lenox Wealth Advisors
New York
$28K – – –
MDCM
267
Morgan Dempsey Capital Management
Wisconsin
$28K +$28K +1,064 New
EI
268
Ellevest Inc
New York
$24K +$24K +928 New
SIS
269
Sound Income Strategies
Florida
$23K -$8.54K -318 -27%
WWM
270
Willingdon Wealth Management
North Carolina
$23K +$23K +862 New
VRM
271
Vectors Research Management
New York
$23K +$23K +887 New
JHCP
272
Jackson Hole Capital Partners
Oklahoma
$22K +$22K +824 New
BFEC
273
Benjamin F. Edwards & Company
Missouri
$21K +$2.26K +86 +12%
AIC
274
Archer Investment Corporation
Indiana
$21K +$10.3K +383 +96%
SWM
275
Selective Wealth Management
Virginia
$19K +$19K +719 New
9 10
11
12 13