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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 %
HCA
351
Harbour Capital Advisors
Virginia
$401K -$24K -904 -6%
Franklin Resources
352
Franklin Resources
California
$393K -$26 -1 -0%
MSFS
353
Main Street Financial Solutions
Pennsylvania
$392K +$25.2K +949 +7%
CAN
354
Claraphi Advisory Network
United States
$391K -$25.7K -969 -6%
KM
355
Kalos Management
Georgia
$385K -$25.4K -960 -6%
FFN
356
Focus Financial Network
Minnesota
$376K -$119K -4,471 -24%
3LCM
357
3D/L Capital Management
Connecticut
$375K -$25.6K -966 -6%
MA
358
MBA Advisors
Pennsylvania
$372K -$143K -5,409 -28%
RFN
359
RDA Financial Network
Iowa
$365K +$44.6K +1,683 +14%
OIA
360
OneDigital Investment Advisors
Kansas
$363K +$79.3K +2,987 +28%
GIA
361
Gladstone Institutional Advisory
Florida
$361K +$6.57K +248 +2%
RP
362
Rowlandmiller & Partners
Georgia
$354K +$354K +12,638 New
William Blair & Company
363
William Blair & Company
Illinois
$350K -$29.1K -1,098 -8%
RW
364
Rede Wealth
Virginia
$350K – – –
SWM
365
Selective Wealth Management
Virginia
$341K +$341K +12,841 New
FSA
366
Financial Sense Advisors
California
$335K +$7.97K +300 +2%
BHWM
367
Bar Harbor Wealth Management
New Hampshire
$334K -$102K -3,846 -23%
PP
368
Prosperity Planning
Missouri
$327K -$372K – –
BCI
369
Brinker Capital Investments
Pennsylvania
$326K – – –
FFA
370
Founders Financial Alliance
North Carolina
$322K +$16.2K +610 +5%
1WA
371
180 Wealth Advisors
Washington
$321K -$2.65K -100 -0.8%
9WM
372
9258 Wealth Management
Ohio
$319K -$103K -3,897 -24%
CP
373
Capital Planning
Washington
$316K -$6.42K -242 -2%
SFP
374
Sterling Financial Planning
New Jersey
$315K +$55.9K +2,107 +22%
SIC
375
Sigma Investment Counselors
Michigan
$314K -$42.4K -1,599 -12%
13 14
15
16 17