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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

501 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 205 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+61
Holders Change %
+13.86%
% of All Funds
8.89%
Holding in Top 10
82
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.49%
% of All Funds
1.45%
New
114
Increased
205
Reduced
135
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$401M
2
Bank of America
Bank of America
North Carolina
$2.18B
3
AssetMark Inc
AssetMark Inc
California
$271M
4
MCM
Model Capital Management
Massachusetts
$81.6M
5
UCFA
United Capital Financial Advisors
Texas
$633M

Top Sellers

1
JPG
Jordan Park Group
California
$0
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43.2M
3
Jane Street
Jane Street
New York
$431K
4
Temasek Holdings
Temasek Holdings
Singapore
$0
5
QFA
Quattro Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPFP
401
Clear Perspectives Financial Planning
Ohio
$207K +$207K +7,606 New
MWM
402
Mascoma Wealth Management
New Hampshire
$207K +$207K +7,611 New
WF
403
Welch & Forbes
Massachusetts
$202K – – –
CAAS
404
Capital Asset Advisory Services
Michigan
$199K +$2.04K +75 +1%
EDRH
405
Edmond de Rothschild Holding
Switzerland
$197K +$197K +7,215 New
TFS
406
TrustCore Financial Services
Tennessee
$192K – – –
AII
407
AGF Investments Inc
Ontario, Canada
$192K +$78.7K +2,888 +69%
ZB
408
Zions Bancorporation
Utah
$191K – – –
CFB
409
Cullen/Frost Bankers
Texas
$165K – – –
GFPC
410
Global Financial Private Client
Florida
$163K +$163K +6,002 New
HNB
411
Huntington National Bank
Ohio
$162K -$166K – –
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$143K +$50.5K +1,853 +55%
JAM
413
JCIC Asset Management
Ontario, Canada
$135K +$19.8K +725 +17%
IFA
414
Interactive Financial Advisors
Illinois
$132K +$101K +3,696 +320%
AIM
415
Acropolis Investment Management
Missouri
$127K – – –
FWP
416
FAS Wealth Partners
Kansas
$116K -$155K -5,698 -57%
GEA
417
Glen Eagle Advisors
New Jersey
$113K -$1.93K -71 -2%
PB
418
Pinnacle Bancorp
Nebraska
$106K +$36.9K +1,356 +53%
MWP
419
Meridian Wealth Partners
Pennsylvania
$104K -$75.3K -2,763 -42%
GLLW
420
Graves Light Lenhart Wealth
Virginia
$95K +$95K +3,490 New
TFO
421
Tarbox Family Office
California
$94K – – –
EP
422
Eudaimonia Partners
Tennessee
$88K -$58K -2,123 -40%
SV
423
Sturgeon Ventures
United Kingdom
$88K – – –
FF
424
FourThought Financial
Florida
$84K +$84K +3,085 New
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$74K +$24.6K +907 +50%
15 16
17
18 19