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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 %
WIA
251
World Investment Advisors
California
$794K +$30.6K +1,096 +4%
APA
252
American Portfolios Advisors
New York
$785K +$39.6K +1,418 +5%
M&T Bank
253
M&T Bank
New York
$775K -$19.3K -689 -2%
KFGK
254
Keystone Financial Group (Kentucky)
Kentucky
$763K +$109K +3,909 +17%
TC
255
Truvestments Capital
Florida
$757K +$60.6K +2,168 +9%
PA
256
Procyon Advisors
Connecticut
$753K +$214K +7,657 +40%
CFA
257
Carroll Financial Associates
North Carolina
$738K +$738K +26,417 New
AWS
258
AJ Wealth Strategies
New York
$719K +$2.07K +74 +0.3%
CAN
259
Claraphi Advisory Network
United States
$709K +$291K +10,419 +70%
OFG
260
OTA Financial Group
New York
$707K +$707K +25,309 New
AFP
261
Ausdal Financial Partners
Iowa
$692K +$692K +24,754 New
DAS
262
Dynamic Advisor Solutions
Arizona
$689K -$257K -9,199 -27%
RCAG
263
Rehmann Capital Advisory Group
Michigan
$688K +$63K +2,253 +10%
FHA
264
First Horizon Advisors
Tennessee
$685K +$325K +11,656 +91%
ACA
265
Aptus Capital Advisors
Alabama
$683K +$160K +5,738 +31%
William Blair & Company
266
William Blair & Company
Illinois
$680K -$166K -5,930 -20%
DA
267
Doliver Advisors
Texas
$678K +$276K +9,862 +69%
GRP
268
Global Retirement Partners
California
$666K -$62.9K -2,251 -9%
PWM
269
Perigon Wealth Management
California
$660K +$256K +9,145 +63%
WP
270
WealthPLAN Partners
Nebraska
$647K +$8.68K +314 +1%
GSWM
271
Golden State Wealth Management
California
$647K +$647K +23,161 New
SL
272
Savior LLC
Massachusetts
$628K +$6.96K +249 +1%
9WM
273
9258 Wealth Management
Ohio
$614K +$3.81K +138 +0.6%
IAN
274
Integrated Advisors Network
Texas
$609K -$73.9K -2,644 -11%
VAG
275
VisionPoint Advisory Group
Texas
$602K +$23.8K +853 +4%
9 10
11
12 13