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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 %
GWMIA
401
Global Wealth Management Investment Advisory
Florida
$3K -$1.98K -70 -40%
RAM
402
Riggs Asset Management
Pennsylvania
$3K – – –
AIM
403
Anchor Investment Management
South Carolina
$1.15K – – –
LFG
404
Larson Financial Group
Missouri
$1K +$388 +19 +63%
MUAMU
405
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$61.2M -2,358,100 Closed
OWM
406
Orgel Wealth Management
Wisconsin
– -$32.3M -1,245,812 Closed
FPGK
407
Financial Partners Group (Kansas)
Kansas
– -$12.5M -475,623 Closed
PPW
408
Pasadena Private Wealth
California
– -$4.82M -185,658 Closed
MFG
409
Menard Financial Group
Texas
– -$3.58M -138,130 Closed
EA
410
Emerald Advisors
Washington
– -$1.18M -44,496 Closed
CMO
411
Covenant Multifamily Offices
Texas
– -$1.24M -37,538 Closed
FI
412
Fosun International
China
– -$6K -22,661 Closed
JWCA
413
J.W. Cole Advisors
Florida
– -$555K -21,376 Closed
CFD
414
Creative Financial Designs
Indiana
– -$468K -17,994 Closed
VFA
415
Valeo Financial Advisors
Indiana
– -$51K -12,125 Closed
JAWM
416
J. Arnold Wealth Management
Ohio
– -$307K -11,823 Closed
EWA
417
Evolution Wealth Advisors
Florida
– -$303K -11,691 Closed
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
– -$265K -10,204 Closed
KC
419
Kingfisher Capital
North Carolina
– -$259K -9,976 Closed
PIA
420
Pinion Investment Advisors
Kansas
– -$238K -9,159 Closed
FHB
421
First Hawaiian Bank
Hawaii
– -$210K -8,100 Closed
Koshinski Asset Management
422
Koshinski Asset Management
Illinois
– -$210K -8,092 Closed
RIA
423
RPG Investment Advisory
California
– -$49K -1,900 Closed
GFPC
424
Global Financial Private Client
Florida
– -$48.5K -1,870 Closed
ACM
425
Anfield Capital Management
California
– -$44K -1,671 Closed
14 15 16
17
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