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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
$2.59B
2
Bank of America
Bank of America
North Carolina
$2.12B
3
JPG
Jordan Park Group
California
$356M
4
WAM
Wealthspire Advisors (Maryland)
Maryland
$127M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$173M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$0
4
3AM
3EDGE Asset Management
Florida
$72.3M
5
MCIA
Mountain Capital Investment Advisors
Colorado
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
451
Stolper & Co
Oklahoma
– -$532K -19,010 Closed
Fisher Asset Management
452
Fisher Asset Management
Washington
– -$380K -13,591 Closed
SFG
453
Sage Financial Group
Pennsylvania
– -$336K -11,995 Closed
TI
454
tru Independence
Oregon
– -$321 -11,501 Closed
ANTB
455
AMG National Trust Bank
Colorado
– -$288K -10,274 Closed
QAM
456
Q3 Asset Management
Michigan
– -$280K -10,029 Closed
SSWM
457
Sheets Smith Wealth Management
North Carolina
– -$274K -9,777 Closed
TRCT
458
Tower Research Capital (TRC)
New York
– -$259K -9,250 Closed
BFA
459
Beaumont Financial Advisors
Massachusetts
– -$239K -8,531 Closed
BC
460
Burleson & Co
California
– -$212K -7,522 Closed
IAA
461
Independent Advisor Alliance
North Carolina
– -$212K -7,503 Closed
BFM
462
Boston Financial Management
Massachusetts
– -$151K -5,401 Closed
RP
463
Rice Partnership
Hawaii
– -$80K -2,860 Closed
VFA
464
Valeo Financial Advisors
Indiana
– -$72K -2,561 Closed
OPS
465
Orion Portfolio Solutions
Nebraska
– -$61K -2,178 Closed
ARMC
466
American Research & Management Company
Massachusetts
– -$36K -1,304 Closed
SWM
467
Selective Wealth Management
Virginia
– -$31K -1,123 Closed
CA
468
Clearstead Advisors
Ohio
– -$30K -1,056 Closed
KPW
469
Kore Private Wealth
New York
– -$15K -548 Closed
AWM
470
Apollon Wealth Management
South Carolina
– -$15K -547 Closed
OC
471
Oakworth Capital
Alabama
– -$7K -241 Closed
EWP
472
Engrave Wealth Partners
Texas
– -$4K -167 Closed
RDWM
473
Red Door Wealth Management
Tennessee
– -$4K -166 Closed
PWP
474
Principle Wealth Partners
Connecticut
– -$4K -154 Closed
YAL
475
Your Advocates Ltd
Texas
– -$3K -142 Closed
16 17 18
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