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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 %
QAM
326
Q3 Asset Management
Michigan
$280K -$1.87M -67,013 -87%
IP
327
Intellectus Partners
California
$280K +$280K +10,012 New
SSWM
328
Sheets Smith Wealth Management
North Carolina
$274K +$274K +9,777 New
LA
329
LexAurum Advisors
Kansas
$271K -$91K -3,258 -25%
PK
330
Pflug Koory
Nebraska
$271K – – –
KM
331
Kalos Management
Georgia
$271K +$48K +1,712 +22%
DRS
332
Deane Retirement Strategies
Louisiana
$265K -$2.8K -100 -1%
TRCT
333
Tower Research Capital (TRC)
New York
$259K -$67K -2,392 -21%
OWA
334
One Wealth Advisors
California
$254K -$614K -21,913 -71%
BC
335
Brinker Capital
Pennsylvania
$252K +$21.4K +765 +9%
WCG
336
Weaver Consulting Group
California
$251K +$7.07K +252 +3%
GHA
337
GW Henssler & Associates
Georgia
$249K +$249K +8,907 New
AW
338
ACG Wealth
Georgia
$243K -$13.9K -497 -5%
BWM
339
Baystate Wealth Management
Massachusetts
$242K +$242K +8,658 New
BFA
340
Beaumont Financial Advisors
Massachusetts
$239K – – –
FWM
341
Fairhaven Wealth Management
Illinois
$236K +$236K +8,420 New
SCM
342
Seascape Capital Management
New Hampshire
$235K -$17K -608 -7%
CCM
343
Crabel Capital Management
California
$227K +$227K +8,100 New
MWM
344
Modera Wealth Management
New Jersey
$224K +$224K +7,994 New
IAA
345
Independent Advisor Alliance
North Carolina
$212K -$5.79K -205 -3%
BC
346
Burleson & Co
California
$212K +$212K +7,522 New
SMC
347
Smith, Moore & Co
Missouri
$211K -$5.27K -188 -2%
NAM
348
NorthCoast Asset Management
Connecticut
$207K +$207K +7,391 New
ZB
349
Zions Bancorporation
Utah
$197K – – –
TFS
350
TrustCore Financial Services
Tennessee
$197K – – –
12 13
14
15 16