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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.77B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.1B
3
Bank of America
Bank of America
North Carolina
$1.41B
4
BlackRock
BlackRock
New York
$299M
5
Osaic Holdings
Osaic Holdings
Arizona
$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
301
Northwest Wealth Management
Iowa
$715K -$87.3K -3,289 -11%
CHAM
302
Clear Harbor Asset Management
Connecticut
$709K +$418K +15,750 +144%
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$705K +$54.9K +2,072 +8%
SCM
304
SCS Capital Management
Massachusetts
$703K +$1.51K +57 +0.2%
PFG
305
Pacific Financial Group
Washington
$702K +$60.1K +2,265 +9%
AWS
306
AJ Wealth Strategies
New York
$695K +$1.75K +66 +0.3%
SFG
307
Summit Financial Group
West Virginia
$682K – – –
BFA
308
Beacon Financial Advisory
Ohio
$680K -$455K -17,149 -40%
TA
309
TrueWealth Advisors
Alabama
$677K -$50K -1,882 -7%
SAM
310
Strategy Asset Managers
California
$675K +$50.9K +1,918 +8%
FT
311
Fiduciary Trust
Massachusetts
$668K – – –
TC
312
Truvestments Capital
Florida
$657K -$111K -4,187 -14%
FMN
313
Financial Management Network
California
$642K -$3.91K -147 -0.6%
SGCA
314
Steel Grove Capital Advisors
Tennessee
$637K -$31.5K -1,188 -5%
KFGK
315
Keystone Financial Group (Kentucky)
Kentucky
$611K +$319 +12 +0.1%
DWP
316
Destiny Wealth Partners
Florida
$577K -$3.58K -135 -0.6%
EFSCE
317
Enterprise Financial Services Corp (EFSC)
Missouri
$575K +$849 +32 +0.1%
GSWM
318
Golden State Wealth Management
California
$559K -$10.4K -392 -2%
ACM
319
AlphaStar Capital Management
North Carolina
$553K +$553K +21,056 New
COCM
320
Charter Oak Capital Management
New Hampshire
$552K -$7.06K -266 -1%
WWM
321
Windsor Wealth Management
Indiana
$549K -$68.1K -2,564 -11%
KCA
322
Karn Couzens & Associates
Connecticut
$549K +$60.7K +2,290 +12%
EL
323
EQ LLC
Washington
$548K -$148K -5,569 -21%
CFA
324
Carroll Financial Associates
North Carolina
$547K +$291K +10,986 +114%
GCM
325
Graham Capital Management
Connecticut
$541K -$446K -16,800 -45%
11 12
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