GOVT icon

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 %
NFSG
451
Newbridge Financial Services Group
Florida
$23K – – –
JHCP
452
Jackson Hole Capital Partners
Oklahoma
$22K – – –
KFI
453
Key Financial Inc
Pennsylvania
$22K +$22K +824 New
WP
454
Waycross Partners
Kentucky
$21K +$21K +787 New
CDIA
455
Capital Directions Investment Advisors
Georgia
$19K – – –
PFSC
456
Peoples Financial Services Corp
Pennsylvania
$17K – – –
LDFR
457
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
BAM
458
Barrett Asset Management
New York
$16K – – –
ADIM
459
Alpha DNA Investment Management
Maryland
$16K +$16K +600 New
PWA
460
Phoenix Wealth Advisors
North Carolina
$15K +$15K +545 New
TFGT
461
TS Financial Group (TSFG)
Illinois
$14K -$2.13K -78 -13%
AF
462
Allworth Financial
California
$14K +$9.19K +330 +191%
BSSFA
463
Baron Silver Stevens Financial Advisors
Florida
$13K +$13K +487 New
AWM
464
Avior Wealth Management
Nebraska
$12K -$148K -5,584 -92%
Lazard Asset Management
465
Lazard Asset Management
New York
$12K -$16K – –
HS
466
Horan Securities
United States
$12K +$140 +5 +1%
BC
467
Bartlett & Co
Ohio
$12K +$4.31K +156 +56%
BCWM
468
Bartlett & Co Wealth Management
Ohio
$11.8K +$4.25K +156 +56%
PP
469
Pacifica Partners
Canada
$11K – – –
PFO
470
Pathstone Family Office
New Jersey
$10K – – –
MAM
471
Meeder Asset Management
Ohio
$10K +$2.75K +101 +38%
SIS
472
Sound Income Strategies
Florida
$9K +$7.34K +256 +441%
FCH
473
Freestone Capital Holdings
Washington
$8.09K – – –
EWM
474
Edge Wealth Management
New York
$8K -$841K -28,789 -99%
HIA
475
Harbor Investment Advisory
Maryland
$7K -$2.98K -106 -30%
17 18
19
20 21