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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

514 hedge funds and large institutions have $14.5B invested in iShares US Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 160 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.03%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
1.16%
New
54
Increased
160
Reduced
241
Closed
44
Calls
–
Puts
$586K
Net Calls
-$586K
Net Calls Change
-$3.29M

Top Buyers

1
JPG
1
Jordan Park Group
California
$320M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$243M
3
MFM
3
MD Financial Management
Ontario, Canada
$158M
4
Truist Financial
4
Truist Financial
North Carolina
$739M
5
AssetMark Inc
5
AssetMark Inc
California
$291M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.77B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.1B
3
Bank of America
3
Bank of America
North Carolina
$1.41B
4
BlackRock
4
BlackRock
New York
$299M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
Birchcreek Wealth Management
Ohio
$929K -$617K -23,254 -40%
VAS
277
Vestmark Advisory Solutions
Massachusetts
$928K +$124K +4,689 +15%
SWA
278
SFMG Wealth Advisors
Texas
$917K -$41.2K -1,552 -4%
TFF
279
The Family Firm
Maryland
$915K +$915K +34,770 New
IA
280
Insight Advisors
Pennsylvania
$906K -$396K -14,932 -30%
GRP
281
Global Retirement Partners
California
$895K -$63.2K -2,385 -7%
CIP
282
Capital Insight Partners
Arizona
$891K – – –
TPA
283
Trivium Point Advisory
Connecticut
$890K +$92.1K +3,486 +12%
LA
284
Latitude Advisors
Florida
$881K +$352K +13,290 +67%
HR
285
Hayden Royal
North Carolina
$875K -$138K -5,186 -14%
MSWMA
286
Market Street Wealth Management Advisors
Indiana
$867K +$167K +6,300 +24%
CLOS
287
Compagnie Lombard Odier SCmA
Switzerland
$862K +$55.4K +2,090 +7%
AFP
288
Ausdal Financial Partners
Iowa
$853K -$218K -8,206 -20%
BWM
289
Baystate Wealth Management
Massachusetts
$845K -$13.2K -498 -2%
MG
290
Mather Group
Illinois
$837K +$837K +31,560 New
ACP
291
Aveo Capital Partners
Colorado
$831K -$87.7K -3,305 -10%
VVP
292
Venture Visionary Partners
Ohio
$826K +$11.2K +422 +1%
EIA
293
Eldridge Investment Advisors
New Hampshire
$824K -$159K -6,000 -16%
AWA
294
Arete Wealth Advisors
Illinois
$824K +$282K +10,631 +52%
BWM
295
BCGM Wealth Management
Indiana
$811K -$71.2K -2,688 -8%
TWM
296
Trinity Wealth Management
Pennsylvania
$802K +$802K +30,222 New
CA
297
Continuum Advisory
Idaho
$797K -$55.9K -2,109 -7%
KPWS
298
Kestra Private Wealth Services
Texas
$762K +$277K +10,445 +57%
SAM
299
Strategic Asset Management
Minnesota
$756K +$756K +28,630 New
CWM
300
Cahaba Wealth Management
Georgia
$731K +$1.25K +47 +0.2%
10 11
12
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