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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

375 hedge funds and large institutions have $14.8B invested in iShares US Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 62 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+66
Holders Change %
+21.36%
% of All Funds
7.41%
Holding in Top 10
59
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+55.26%
% of All Funds
1.17%
New
111
Increased
168
Reduced
62
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.54B
2
Truist Financial
2
Truist Financial
North Carolina
$519M
3
BlackRock
3
BlackRock
New York
$475M
4
SCM
4
SCS Capital Management
Massachusetts
$199M
5
Bank of America
5
Bank of America
North Carolina
$3.43B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.15B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
UBS AM
3
UBS AM
Illinois
$0
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
3AM
5
3EDGE Asset Management
Florida
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MUAMU
26
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$61.2M +$7.09M +273,200 +13%
WP
27
WealthSource Partners
California
$57.5M +$36.9M +1,420,772 +179%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$54M +$7.78M +299,801 +17%
MCIA
29
Mountain Capital Investment Advisors
Colorado
$44.6M +$44.6M +1,714,899 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$44.5M +$11.7M +450,580 +36%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$44.5M +$1.22M +47,146 +3%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$43.5M +$10.1M +384,612 +30%
IUHSA
33
Itau Unibanco Holding S.A.
Brazil
$40.8M +$1.98M +76,168 +5%
MPW
34
MA Private Wealth
California
$40M +$2.06M +79,250 +5%
Goldman Sachs
35
Goldman Sachs
New York
$37.2M +$37.2M +1,434,522 New
SW
36
SteelPeak Wealth
California
$35.2M +$35.2M +1,355,957 New
OWM
37
Orgel Wealth Management
Wisconsin
$32.3M +$32.3M +1,245,812 New
Deutsche Bank
38
Deutsche Bank
Germany
$32M -$13.3M -512,279 -29%
BCM
39
Brookstone Capital Management
Illinois
$30.4M +$6.19M +238,788 +26%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$30.2M +$12.5M +483,197 +71%
SWA
41
SFMG Wealth Advisors
Texas
$29.8M -$1.54M -59,298 -5%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$29.7M +$11.2M +431,619 +60%
AWM
43
AE Wealth Management
Kansas
$29.7M +$9.07M +349,754 +44%
RVPG
44
Relative Value Partners Group
$29M +$2.22M +85,646 +8%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$28.7M +$10.7M +411,776 +59%
CFG
46
Cooper Financial Group
California
$27M +$2.84M +109,471 +12%
SHIM
47
Stone House Investment Management
Pennsylvania
$25.9M +$4.18M +160,985 +19%
NA
48
NewEdge Advisors
Louisiana
$25.3M +$6.42M +247,397 +34%
DJSG
49
D.J. St. Germain
Massachusetts
$20.8M -$1.08M -41,450 -5%
PFG
50
PAX Financial Group
Texas
$20.2M +$20.2M +761,760 New
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