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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

432 hedge funds and large institutions have $12.7B invested in iShares US Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 177 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
8.88%
Holding in Top 10
74
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.84%
% of All Funds
1.52%
New
71
Increased
137
Reduced
177
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
2
Bank of America
Bank of America
North Carolina
+$178M
3
Truist Financial
Truist Financial
North Carolina
+$141M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$108M
5
US Bancorp
US Bancorp
Minnesota
+$74.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.34B
2
UBS Group
UBS Group
Switzerland
-$1.14B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$279M
4
BlackRock
BlackRock
New York
-$125M
5
SWA
SFMG Wealth Advisors
Texas
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
301
Perigon Wealth Management
California
$405K +$405K +14,461 New
DA
302
Doliver Advisors
Texas
$402K +$402K +14,379 New
PFP
303
Pinnacle Financial Partners
Tennessee
$389K – – –
PIA
304
Perennial Investment Advisors
California
$387K +$387K +13,818 New
LI
305
LVZ Inc
Michigan
$386K +$7.05K +252 +2%
1WA
306
180 Wealth Advisors
Washington
$382K -$24.9K -885 -6%
Fisher Asset Management
307
Fisher Asset Management
Washington
$380K +$380K +13,591 New
IA
308
IFG Advisory
Georgia
$369K -$187K -6,694 -34%
RWM
309
Ritholtz Wealth Management
New York
$366K -$15.5K -554 -4%
FHA
310
First Horizon Advisors
Tennessee
$360K – – –
AFAS
311
Acorn Financial Advisory Services
Virginia
$357K -$79.5K -2,838 -18%
HCM
312
Hudson Capital Management
New Jersey
$357K +$36.4K +1,300 +11%
AWM
313
Avior Wealth Management
Nebraska
$354K -$4.01M -143,448 -92%
RP
314
Rowlandmiller & Partners
Georgia
$354K – – –
GIA
315
Gladstone Institutional Advisory
Florida
$337K +$35.3K +1,261 +12%
SFG
316
Sage Financial Group
Pennsylvania
$336K +$336K +11,995 New
JIP
317
Jaffetilchin Investment Partners
Florida
$333K -$828K -29,634 -71%
AWA
318
Arete Wealth Advisors
Illinois
$325K -$1.58M -56,502 -83%
HAS
319
HBW Advisory Services
California
$316K -$543K -19,405 -63%
HCA
320
Harbour Capital Advisors
Virginia
$314K +$314K +11,203 New
WC
321
Whitney & Co
New York
$313K – – –
KP
322
Keel Point
Alabama
$310K -$113K -4,024 -27%
BFA
323
Beacon Financial Advisory
Ohio
$294K -$99.4K -3,557 -25%
HF
324
HRT Financial
New York
$291K +$291K +10,407 New
ANTB
325
AMG National Trust Bank
Colorado
$288K +$12.7K +454 +5%
11 12
13
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