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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

440 hedge funds and large institutions have $13.7B invested in iShares US Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+8
Holders Change %
+1.85%
% of All Funds
8.9%
Holding in Top 10
71
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.05%
% of All Funds
1.44%
New
57
Increased
216
Reduced
117
Closed
43
Calls
–
Puts
$8.78M
Net Calls
-$8.78M
Net Calls Change
-$8.78M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$301M
2
Bank of America
Bank of America
North Carolina
+$280M
3
JPG
Jordan Park Group
California
+$277M
4
WAM
Wealthspire Advisors (Maryland)
Maryland
+$126M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$106M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$320M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$217M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$108M
4
3AM
3EDGE Asset Management
Florida
-$66.5M
5
MCIA
Mountain Capital Investment Advisors
Colorado
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
401
Lehman & Derafelo Financial Resources
Pennsylvania
$17K – – –
TFGT
402
TS Financial Group (TSFG)
Illinois
$17K +$1.61K +56 +10%
Lazard Asset Management
403
Lazard Asset Management
New York
$16K -$24K – –
BAM
404
Barrett Asset Management
New York
$16K – – –
ME
405
McIlrath & Eck
Washington
$16K – – –
BW
406
Bison Wealth
Georgia
$13K +$13K +479 New
HS
407
Horan Securities
United States
$12K +$28 +1 +0.2%
PP
408
Pacifica Partners
Canada
$11K – – –
HIA
409
Harbor Investment Advisory
Maryland
$10K -$563 -20 -5%
PFO
410
Pathstone Family Office
New Jersey
$10K – – –
FCH
411
Freestone Capital Holdings
Washington
$8.3K +$8.3K +297 New
BC
412
Bartlett & Co
Ohio
$8K – – –
HFA
413
High Falls Advisors
New York
$8K +$1.16K +40,567 +17%
BCWM
414
Bartlett & Co Wealth Management
Ohio
$7.77K – – –
MAM
415
Meeder Asset Management
Ohio
$7K +$7K +267 New
GWS
416
Glassman Wealth Services
Virginia
$6K +$6K +206 New
GI
417
Gradient Investments
Minnesota
$5K -$128 -5 -2%
AF
418
Allworth Financial
California
$5K +$29 +1 +0.6%
MFT
419
Moisand Fitzgerald Tamayo
Florida
$5K +$5K +178 New
UFF
420
USA Financial Formulas
Michigan
$5K +$5K +182 New
TAM
421
Townsend Asset Management
North Carolina
$4K – – –
BFEC
422
Benjamin F. Edwards & Company
Missouri
$4K +$1.09K +35 +37%
Northern Trust
423
Northern Trust
Illinois
$4K +$319 +1,281 +9%
PMFA
424
Plante Moran Financial Advisors
Michigan
$3K +$645 +20 +27%
SIS
425
Sound Income Strategies
Florida
$2K -$29.9K -867 -94%
15 16
17
18 19