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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

309 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+31
Holders Change %
+11.15%
% of All Funds
6.79%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.83%
New
57
Increased
165
Reduced
52
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.53B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.37B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.03B
4
Bank of America
4
Bank of America
North Carolina
$3.28B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$66.5M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$57.4M
2
AssetMark Inc
2
AssetMark Inc
California
$98.9M
3
UCFA
3
United Capital Financial Advisors
Texas
$538M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$218K
5
AWM
5
Avondale Wealth Management
Texas
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$46.9M +$10.7M +406,609 +30%
Allianz Asset Management
27
Allianz Asset Management
Germany
$46.4M +$25.1M +954,006 +118%
Deutsche Bank
28
Deutsche Bank
Germany
$46M +$3.12M +118,336 +7%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$43.9M +$1.02M +38,577 +2%
IUHSA
30
Itau Unibanco Holding S.A.
Brazil
$39.4M -$155K -5,889 -0.4%
MPW
31
MA Private Wealth
California
$38.5M +$19.6M +744,074 +104%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$33.4M +$1.73M +65,803 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$33.3M +$6.24M +237,101 +23%
JPG
34
Jordan Park Group
California
$31.9M +$31.9M +1,210,494 New
SWA
35
SFMG Wealth Advisors
Texas
$31.8M +$214K +8,112 +0.7%
RVPG
36
Relative Value Partners Group
$27.2M +$1M +38,041 +4%
ECM
37
ETrade Capital Management
Virginia
$25.8M +$21.9M +831,463 +563%
BCM
38
Brookstone Capital Management
Illinois
$24.6M -$4.61M -175,196 -16%
CFG
39
Cooper Financial Group
California
$24.5M +$6.49M +246,533 +36%
DJSG
40
D.J. St. Germain
Massachusetts
$22.2M +$783K +29,740 +4%
SHIM
41
Stone House Investment Management
Pennsylvania
$22.1M +$480K +18,248 +2%
FI
42
FormulaFolio Investments
Michigan
$20.9M -$90.4K -3,434 -0.4%
AWM
43
AE Wealth Management
Kansas
$20.9M +$5.74M +217,993 +38%
WP
44
WealthSource Partners
California
$20.9M +$9.99M +379,471 +91%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$20.2M +$2.61M +99,010 +15%
B
46
Bailard
California
$19.2M -$371K -14,101 -2%
NA
47
NewEdge Advisors
Louisiana
$19.1M +$4.16M +158,069 +28%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$18.8M +$7.08M +269,112 +60%
GFPC
49
Global Financial Private Capital
Florida
$18.7M +$2.95M +111,986 +19%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$18.3M +$2.8M +106,293 +18%
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