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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

513 hedge funds and large institutions have $13.7B invested in iShares US Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 239 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
9.03%
Holding in Top 10
70
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.63%
% of All Funds
1.23%
New
64
Increased
239
Reduced
155
Closed
45
Calls
$2.62M
Puts
$529K
Net Calls
+$2.09M
Net Calls Change
+$2.09M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.22B
2
LPL Financial
2
LPL Financial
California
$486M
3
BlackRock
3
BlackRock
New York
$401M
4
Truist Financial
4
Truist Financial
North Carolina
$718M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$265M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.56B
2
Asset Management One
2
Asset Management One
Japan
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$343K
5
UBS Group
5
UBS Group
Switzerland
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
401
Fiducient Advisors
Illinois
$220K +$220K +8,415 New
DC
402
Davenport & Co
Virginia
$219K +$219K +8,377 New
TI
403
tru Independence
Oregon
$218K -$12.3K -466 -5%
MWM
404
Modera Wealth Management
New Jersey
$218K +$8.92K +341 +4%
DP
405
Dearborn Partners
Illinois
$213K -$63.1K -2,412 -23%
PIA
406
Pinion Investment Advisors
Kansas
$206K +$206K +7,859 New
MA
407
MJP Associates
Connecticut
$202K -$7.3K -279 -3%
EDRH
408
Edmond de Rothschild Holding
Switzerland
$189K – – –
BC
409
Burleson & Co
California
$185K +$185K +7,060 New
ZB
410
Zions Bancorporation
Utah
$184K – – –
TA
411
Tectonic Advisors
Texas
$183K +$183K +6,989 New
IFA
412
Interactive Financial Advisors
Illinois
$165K +$37.5K +1,429 +29%
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$150K -$51.8K -1,976 -26%
SWG
414
Summit Wealth Group
Vermont
$148K +$148K +5,652 New
AIM
415
Acropolis Investment Management
Missouri
$122K – – –
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$116K -$21.1K -808 -15%
FWP
417
FAS Wealth Partners
Kansas
$112K -$26 -1 -0%
SMFG
418
Sumitomo Mitsui Financial Group
Japan
$112K +$112K +4,297 New
MWM
419
Mascoma Wealth Management
New Hampshire
$104K -$95.5K -3,644 -48%
MWP
420
Meridian Wealth Partners
Pennsylvania
$100K – – –
TAM
421
Tucker Asset Management
Colorado
$96.2K -$214K -8,171 -69%
PB
422
Pinnacle Bancorp
Nebraska
$95K -$7.01K -268 -7%
JAM
423
JCIC Asset Management
Ontario, Canada
$93K -$36K -1,380 -28%
GLLW
424
Graves Light Lenhart Wealth
Virginia
$91K – – –
GEA
425
Glen Eagle Advisors
New Jersey
$90.5K -$18.4K -701 -17%
15 16
17
18 19