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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
+$301M
2
Bank of America
Bank of America
North Carolina
+$280M
3
JPG
Jordan Park Group
California
+$277M
4
WAM
Wealthspire Advisors (Maryland)
Maryland
+$126M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$106M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$320M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$217M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$108M
4
3AM
3EDGE Asset Management
Florida
-$66.5M
5
MCIA
Mountain Capital Investment Advisors
Colorado
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DRS
301
Deane Retirement Strategies
Louisiana
$439K +$174K +6,232 +66%
FPB
302
First PREMIER Bank
South Dakota
$437K – – –
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$436K +$436K +15,612 New
Franklin Resources
304
Franklin Resources
California
$433K -$8.78M -314,124 -95%
FHB
305
First Hawaiian Bank
Hawaii
$433K – – –
WCM
306
Wealthcare Capital Management
Virginia
$396K -$198K -7,076 -33%
WPA
307
West Paces Advisors
Georgia
$371K -$50.2K -1,797 -12%
HCM
308
Hudson Capital Management
New Jersey
$368K +$11.9K +424 +3%
TPA
309
Trivium Point Advisory
Connecticut
$367K -$136K -4,880 -27%
RWM
310
Ritholtz Wealth Management
New York
$366K – – –
PF
311
Phoenix Financial
Israel
$363K -$135K -5,114 -27%
AFAS
312
Acorn Financial Advisory Services
Virginia
$357K +$420 +15 +0.1%
RP
313
Rowlandmiller & Partners
Georgia
$354K – – –
AllianceBernstein
314
AllianceBernstein
Tennessee
$348K +$348K +12,448 New
EC
315
Estate Counselors
Wisconsin
$340K -$7.53M -269,100 -96%
WAG
316
Winthrop Advisory Group
Massachusetts
$336K +$336K +12,067 New
Mariner
317
Mariner
Kansas
$329K -$123K -4,395 -27%
HCA
318
Harbour Capital Advisors
Virginia
$328K +$14.9K +533 +5%
1WA
319
180 Wealth Advisors
Washington
$322K -$54.5K -1,966 -14%
WC
320
Whitney & Co
New York
$312K – – –
COF
321
Capital One Financial
Virginia
$308K -$349K -12,501 -53%
HAS
322
HBW Advisory Services
California
$305K -$10.8K -386 -3%
GHA
323
GW Henssler & Associates
Georgia
$304K +$54.8K +1,960 +22%
GLA
324
Good Life Advisors
Pennsylvania
$300K +$300K +10,737 New
NWP
325
Northstar Wealth Partners
Connecticut
$299K +$299K +10,716 New
11 12
13
14 15