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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

432 hedge funds and large institutions have $12.7B invested in iShares US Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 177 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
8.88%
Holding in Top 10
74
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.84%
% of All Funds
1.52%
New
71
Increased
137
Reduced
177
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.07B
2
Bank of America
Bank of America
North Carolina
$1.84B
3
Truist Financial
Truist Financial
North Carolina
$691M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$108M
5
US Bancorp
US Bancorp
Minnesota
$95.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$501M
2
UBS Group
UBS Group
Switzerland
$259M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.29B
4
BlackRock
BlackRock
New York
$316M
5
SWA
SFMG Wealth Advisors
Texas
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
401
Kore Private Wealth
New York
$15K – – –
AWM
402
Apollon Wealth Management
South Carolina
$15K +$15K +547 New
CC
403
Cassaday & Co
Virginia
$12K +$12K +418 New
HS
404
Horan Securities
United States
$12K +$12K +423 New
PP
405
Pacifica Partners
Canada
$11K – – –
HIA
406
Harbor Investment Advisory
Maryland
$10K -$2K -75 -17%
PFO
407
Pathstone Family Office
New Jersey
$10K – – –
AIC
408
Archer Investment Corporation
Indiana
$9.58K – – –
IRC
409
Investors Research Corp
Georgia
$9K – – –
BC
410
Bartlett & Co
Ohio
$8K – – –
BCWM
411
Bartlett & Co Wealth Management
Ohio
$7.78K – – –
OC
412
Oakworth Capital
Alabama
$7K +$7K +241 New
GI
413
Gradient Investments
Minnesota
$6K -$2.51K -84 -29%
AF
414
Allworth Financial
California
$5K +$5K +172 New
EWP
415
Engrave Wealth Partners
Texas
$4K – – –
TAM
416
Townsend Asset Management
North Carolina
$4K – – –
RDWM
417
Red Door Wealth Management
Tennessee
$4K – – –
PWP
418
Principle Wealth Partners
Connecticut
$4K +$4K +154 New
Northern Trust
419
Northern Trust
Illinois
$4K +$4K +14,773 New
BFEC
420
Benjamin F. Edwards & Company
Missouri
$3K -$22.7K -712 -88%
YAL
421
Your Advocates Ltd
Texas
$3K -$5.32K -252 -64%
RAM
422
Riggs Asset Management
Pennsylvania
$3K – – –
LFG
423
Larson Financial Group
Missouri
$3K +$1.66K +61 +124%
IFAM
424
Institutional & Family Asset Management
Colorado
$3K +$3K +117 New
VNA
425
Valley National Advisers
Pennsylvania
$2K +$2K +60 New
15 16
17
18 19