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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

278 hedge funds and large institutions have $11.5B invested in iShares US Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 146 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+34
Holders Change %
+13.93%
% of All Funds
6.05%
Holding in Top 10
36
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+71.43%
% of All Funds
0.78%
New
60
Increased
146
Reduced
50
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$996M
2
Bank of America
2
Bank of America
North Carolina
$3.12B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.78B
4
LPL Financial
4
LPL Financial
California
$208M
5
BlackRock
5
BlackRock
New York
$198M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.04B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.2M
3
FI
3
FormulaFolio Investments
Michigan
$20.6M
4
DRS
4
Deane Retirement Strategies
Louisiana
$439K
5
SB
5
Suntrust Banks
Georgia
$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
26
Itau Unibanco Holding S.A.
Brazil
$38.8M +$38.8M +1,502,038 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$35.5M +$10.3M +397,347 +41%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$31.1M +$15.8M +613,008 +104%
SWA
29
SFMG Wealth Advisors
Texas
$30.9M +$427K +16,619 +1%
BCM
30
Brookstone Capital Management
Illinois
$28.6M +$14.3M +552,843 +100%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$26.6M +$12.3M +477,305 +87%
RVPG
32
Relative Value Partners Group
$25.7M +$863K +33,426 +3%
SHIM
33
Stone House Investment Management
Pennsylvania
$21.2M +$14.2M +548,677 +202%
DJSG
34
D.J. St. Germain
Massachusetts
$21M +$385K +14,930 +2%
Allianz Asset Management
35
Allianz Asset Management
Germany
$20.9M +$12.4M +479,308 +145%
FI
36
FormulaFolio Investments
Michigan
$20.6M -$14.8M -573,385 -42%
B
37
Bailard
California
$19.2M +$11.6M +449,117 +153%
MPW
38
MA Private Wealth
California
$18.6M +$13.7M +531,243 +283%
CFG
39
Cooper Financial Group
California
$17.7M +$8.08M +312,911 +84%
CA
40
Cetera Advisors
Colorado
$17.3M +$5.54M +214,557 +47%
AI
41
Atria Investments
North Carolina
$17.2M +$8.3M +314,142 +93%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$17.2M -$28M -1,087,143 -62%
GFPC
43
Global Financial Private Capital
Florida
$15.4M +$15.4M +598,092 New
RJA
44
Raymond James & Associates
Florida
$15.4M +$9.26M +358,853 +152%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$15.2M +$8.12M +314,487 +115%
AWM
46
AE Wealth Management
Kansas
$14.9M +$13.8M +534,578 +1,263%
NA
47
NewEdge Advisors
Louisiana
$14.7M +$7.69M +297,837 +110%
AWM
48
Avondale Wealth Management
Texas
$14.5M +$4.95M +191,775 +52%
CC
49
Cadinha & Co
Hawaii
$14.1M +$163K +6,309 +1%
CA
50
Cambridge Associates
Massachusetts
$11.7M +$705K +27,315 +6%
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