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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 %
GIA
326
Gladstone Institutional Advisory
Florida
$294K -$42.8K -1,528 -13%
IP
327
Intellectus Partners
California
$281K +$812 +29 +0.3%
FWP
328
FAS Wealth Partners
Kansas
$278K -$156K -5,572 -36%
ACM
329
Anfield Capital Management
California
$275K +$275K +9,823 New
FFA
330
Founders Financial Alliance
North Carolina
$273K +$273K +9,752 New
PK
331
Pflug Koory
Nebraska
$271K – – –
KM
332
Kalos Management
Georgia
$269K +$3.71K +135 +1%
HF
333
HRT Financial
New York
$264K -$26.2K -938 -9%
BCI
334
Brinker Capital Investments
Pennsylvania
$253K +$253K +9,069 New
AAP
335
Arax Advisory Partners
Colorado
$250K +$250K +8,932 New
WCG
336
Weaver Consulting Group
California
$247K -$2.93K -105 -1%
MWM
337
Mattern Wealth Management
Kansas
$243K -$4.13M -147,401 -94%
BWM
338
Baystate Wealth Management
Massachusetts
$242K – – –
SMC
339
Smith, Moore & Co
Missouri
$241K +$30.8K +1,104 +15%
AWA
340
Arete Wealth Advisors
Illinois
$240K -$84.6K -3,029 -26%
SCM
341
Seascape Capital Management
New Hampshire
$235K – – –
FWM
342
Fairhaven Wealth Management
Illinois
$235K – – –
SWM
343
Sugarloaf Wealth Management
Georgia
$231K -$291K -10,400 -56%
PFG
344
Pacific Financial Group
Washington
$229K +$229K +8,196 New
MWM
345
Modera Wealth Management
New Jersey
$223K – – –
AW
346
ACG Wealth
Georgia
$219K -$23.3K -835 -10%
OWA
347
One Wealth Advisors
California
$207K -$46.7K -1,667 -18%
WF
348
Welch & Forbes
Massachusetts
$207K +$207K +7,395 New
JIP
349
Jaffetilchin Investment Partners
Florida
$204K -$129K -4,623 -39%
CAAS
350
Capital Asset Advisory Services
Michigan
$202K +$202K +7,245 New
12 13
14
15 16