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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

513 hedge funds and large institutions have $13.7B invested in iShares US Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 239 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
9.03%
Holding in Top 10
70
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.63%
% of All Funds
1.23%
New
64
Increased
239
Reduced
155
Closed
45
Calls
$2.62M
Puts
$529K
Net Calls
+$2.09M
Net Calls Change
+$2.09M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.22B
2
LPL Financial
LPL Financial
California
$486M
3
BlackRock
BlackRock
New York
$401M
4
Truist Financial
Truist Financial
North Carolina
$718M
5
Osaic Holdings
Osaic Holdings
Arizona
$265M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.56B
2
Asset Management One
Asset Management One
Japan
$0
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$343K
5
UBS Group
UBS Group
Switzerland
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
301
TrueWealth Advisors
Alabama
$625K +$625K +23,669 New
WWM
302
Windsor Wealth Management
Indiana
$608K -$898K -34,309 -60%
GIA
303
Goodwin Investment Advisory
Georgia
$608K -$82.9K -3,169 -12%
AA
304
Ancora Advisors
Ohio
$608K +$133K +5,071 +28%
EFSCE
305
Enterprise Financial Services Corp (EFSC)
Missouri
$589K +$589K +22,480 New
BHWM
306
Bar Harbor Wealth Management
New Hampshire
$586K -$1.38M -52,616 -70%
FAIM
307
Financial Advocates Investment Management
Washington
$586K +$12.7K +414 +2%
HTC
308
Haverford Trust Company
Pennsylvania
$575K +$145K +5,554 +34%
DWP
309
Destiny Wealth Partners
Florida
$569K -$1.75M -66,902 -75%
GLA
310
Good Life Advisors
Pennsylvania
$552K +$214K +8,162 +63%
PWP
311
Principle Wealth Partners
Connecticut
$549K -$590K -22,552 -52%
PIA
312
Perennial Investment Advisors
California
$534K +$161K +6,152 +43%
SPFA
313
Summit Place Financial Advisors
New Jersey
$534K +$534K +20,375 New
MSWMA
314
Market Street Wealth Management Advisors
Indiana
$528K +$528K +20,163 New
SG
315
StoneX Group
New York
$517K -$180K -6,867 -26%
KCA
316
Karn Couzens & Associates
Connecticut
$514K – – –
HAS
317
HBW Advisory Services
California
$514K +$122K +4,653 +31%
COCM
318
Charter Oak Capital Management
New Hampshire
$510K +$18.9K +720 +4%
AWA
319
Arete Wealth Advisors
Illinois
$510K +$510K +19,464 New
KWM
320
Kingsview Wealth Management
Oregon
$509K +$44.9K +1,709 +10%
IAN
321
Integrated Advisors Network
Texas
$490K -$12.6K -482 -3%
MIM
322
Moseley Investment Management
Florida
$489K +$157 +6 +0%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$488K +$488K +18,635 New
GCM
324
Graham Capital Management
Connecticut
$487K +$487K +18,600 New
FFN
325
Focus Financial Network
Minnesota
$485K +$485K +18,508 New
11 12
13
14 15