GOVT icon

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 %
LDFR
376
Lehman & Derafelo Financial Resources
Pennsylvania
$17K -$28.3K -1,000 -63%
PFSC
377
Peoples Financial Services Corp
Pennsylvania
$17K – – –
ME
378
McIlrath & Eck
Washington
$17K – – –
BAM
379
Barrett Asset Management
New York
$16K – – –
KPW
380
Kore Private Wealth
New York
$15K – – –
PB
381
Pinnacle Bancorp
Nebraska
$13K – – –
EWM
382
EPG Wealth Management
Georgia
$13K +$1.33K +49 +11%
HIA
383
Harbor Investment Advisory
Maryland
$13K +$13K +450 New
DWM
384
Darwin Wealth Management
Florida
$12K +$12K +448 New
CMBA
385
C.M. Bidwell & Associates
Hawaii
$11K – – –
YAL
386
Your Advocates Ltd
Texas
$11K +$11K +394 New
PP
387
Pacifica Partners
Canada
$11K +$11K +404 New
AIC
388
Archer Investment Corporation
Indiana
$10K +$1.29K +44 +15%
PFO
389
Pathstone Family Office
New Jersey
$10K +$10K +357 New
IRC
390
Investors Research Corp
Georgia
$9K – – –
GI
391
Gradient Investments
Minnesota
$8K +$2.36K +84 +42%
BC
392
Bartlett & Co
Ohio
$8K +$8K +278 New
BCWM
393
Bartlett & Co Wealth Management
Ohio
$7.79K +$7.79K +278 New
MCM
394
McMillion Capital Management
North Carolina
$7K – – –
AWM
395
Atticus Wealth Management
Florida
$7K +$7K +238 New
HF
396
Halpern Financial
Virginia
$5.21K +$5.21K +186 New
DI
397
Disciplined Investments
Oklahoma
$5K -$68.9K -2,343 -93%
EWP
398
Engrave Wealth Partners
Texas
$4K – – –
TAM
399
Townsend Asset Management
North Carolina
$4K +$4K +147 New
RDWM
400
Red Door Wealth Management
Tennessee
$4K +$4K +166 New
14 15
16
17 18