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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

406 hedge funds and large institutions have $15.1B invested in iShares US Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 159 increasing their positions, 131 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+31
Holders Change %
+8.27%
% of All Funds
8.97%
Holding in Top 10
83
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+40.68%
% of All Funds
1.83%
New
81
Increased
159
Reduced
131
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$800M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
3
UBS Group
UBS Group
Switzerland
$1.4B
4
SWA
SFMG Wealth Advisors
Texas
$108M
5
SF
Synovus Financial
Georgia
$138M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.66B
2
SCM
SCS Capital Management
Massachusetts
$19.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.57B
4
UCFA
United Capital Financial Advisors
Texas
$479M
5
BlackRock
BlackRock
New York
$442M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
351
Ellis Investment Partners
Pennsylvania
$65K -$11.1K -399 -15%
OPS
352
Orion Portfolio Solutions
Nebraska
$60K -$2.26K -81 -4%
HI
353
Human Investing
Oregon
$59K -$195K -7,022 -77%
LSA
354
Lion Street Advisors
Texas
$57K +$57K +2,042 New
BBA
355
Braun-Bostich & Associates
Pennsylvania
$47K -$27.5K -979 -37%
PCM
356
Penserra Capital Management
California
$47K +$47K +1,710 New
QCG
357
Quadrant Capital Group
Ohio
$37K – – –
Bessemer Group
358
Bessemer Group
New Jersey
$36K +$5.88K +211 +20%
GAM
359
Gemmer Asset Management
California
$35K – – –
First Manhattan
360
First Manhattan
New York
$34K -$27 -1 -0.1%
VRM
361
Vectors Research Management
New York
$34K – – –
JGIA
362
Jackson Grant Investment Advisers
Connecticut
$33K +$84 +3 +0.3%
Lazard Asset Management
363
Lazard Asset Management
New York
$29K – – –
LWA
364
Lenox Wealth Advisors
New York
$29K – – –
SIS
365
Sound Income Strategies
Florida
$29K +$12.6K +455 +76%
CA
366
Clearstead Advisors
Ohio
$27K +$27K +977 New
AWA
367
Arkadios Wealth Advisors
Georgia
$26.1K -$1.37K -49 -5%
EI
368
Ellevest Inc
New York
$26K – – –
SBL
369
Sargent Bickham Lagudis
Colorado
$25K -$5.92K -209 -19%
FBT
370
First Bank & Trust
South Dakota
$25K – – –
JHCP
371
Jackson Hole Capital Partners
Oklahoma
$23K – – –
BFEC
372
Benjamin F. Edwards & Company
Missouri
$23K +$228 +8 +1%
SWM
373
Selective Wealth Management
Virginia
$20K – – –
CDIA
374
Capital Directions Investment Advisors
Georgia
$19K – – –
TFGT
375
TS Financial Group (TSFG)
Illinois
$18K -$975 -34 -5%
13 14
15
16 17