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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

513 hedge funds and large institutions have $16.2B invested in iShares US Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 243 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
–
Holders Change %
0%
% of All Funds
8.96%
Holding in Top 10
75
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.14%
% of All Funds
1.31%
New
45
Increased
243
Reduced
161
Closed
40
Calls
$2.7M
Puts
–
Net Calls
+$2.7M
Net Calls Change
+$613K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.29B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.57B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$120M
4
TC
4
TownSquare Capital
Utah
$95.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$312M

Top Sellers

1
MCM
1
Model Capital Management
Massachusetts
$0
2
MCWS
2
McKinley Carter Wealth Services
West Virginia
$7.34M
3
RCG
3
Rock Creek Group
District of Columbia
$1.11M
4
AssetMark Inc
4
AssetMark Inc
California
$274M
5
Truist Financial
5
Truist Financial
North Carolina
$715M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
276
Aveo Capital Partners
Colorado
$921K -$65K -2,445 -7%
BWM
277
BCGM Wealth Management
Indiana
$896K -$70.3K -2,615 -7%
CIP
278
Capital Insight Partners
Arizona
$893K -$59.2K -2,228 -6%
BWM
279
Baystate Wealth Management
Massachusetts
$860K -$141K -5,318 -14%
CA
280
Continuum Advisory
Idaho
$856K +$397K +14,910 +86%
RCAG
281
Rehmann Capital Advisory Group
Michigan
$830K +$21.5K +837 +3%
VVP
282
Venture Visionary Partners
Ohio
$817K +$2.77K +104 +0.3%
CLOS
283
Compagnie Lombard Odier SCmA
Switzerland
$808K -$2.27M -85,568 -74%
VAS
284
Vestmark Advisory Solutions
Massachusetts
$806K +$310K +11,652 +63%
NWM
285
Northwest Wealth Management
Iowa
$804K -$806K -30,300 -50%
TPA
286
Trivium Point Advisory
Connecticut
$803K -$4.87K -183 -0.6%
JWCA
287
J.W. Cole Advisors
Florida
$792K -$137K -5,137 -15%
SWMG
288
Strategic Wealth Management Group
Maryland
$785K – – –
TC
289
Truvestments Capital
Florida
$770K -$52.1K -1,961 -6%
SL
290
Savior LLC
Massachusetts
$764K +$3.78K +142 +0.5%
PWM
291
Perigon Wealth Management
California
$763K -$373K -14,007 -33%
CWM
292
Cahaba Wealth Management
Georgia
$740K -$52.1K -1,938 -7%
TA
293
TrueWealth Advisors
Alabama
$728K +$98.7K +3,713 +16%
SCM
294
SCS Capital Management
Massachusetts
$704K -$1.4M -52,615 -67%
FAIM
295
Financial Advocates Investment Management
Washington
$702K +$121K +3,981 +21%
MSWMA
296
Market Street Wealth Management Advisors
Indiana
$702K +$166K +6,224 +31%
EL
297
EQ LLC
Washington
$697K +$17.3K +650 +3%
AWS
298
AJ Wealth Strategies
New York
$695K +$1.6K +60 +0.2%
DI
299
DAGCO Inc
Ohio
$690K +$690K +25,925 New
SFG
300
Summit Financial Group
West Virginia
$684K – – –
10 11
12
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