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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

406 hedge funds and large institutions have $15.1B invested in iShares US Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 159 increasing their positions, 131 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+31
Holders Change %
+8.27%
% of All Funds
8.97%
Holding in Top 10
83
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+40.68%
% of All Funds
1.83%
New
81
Increased
159
Reduced
131
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$800M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
3
UBS Group
UBS Group
Switzerland
$1.4B
4
SWA
SFMG Wealth Advisors
Texas
$108M
5
SF
Synovus Financial
Georgia
$138M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.66B
2
SCM
SCS Capital Management
Massachusetts
$19.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.57B
4
UCFA
United Capital Financial Advisors
Texas
$479M
5
BlackRock
BlackRock
New York
$442M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$70.3M +$12M +428,418 +21%
WP
27
WealthSource Partners
California
$68.3M +$6.2M +221,465 +10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$52.9M +$4.86M +173,616 +10%
Deutsche Bank
29
Deutsche Bank
Germany
$51.4M +$16.9M +602,858 +49%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$50.6M -$8.19M -230,627 -14%
IUHSA
31
Itau Unibanco Holding S.A.
Brazil
$48.6M +$4.56M +162,630 +10%
MCIA
32
Mountain Capital Investment Advisors
Colorado
$48.1M +$167K +5,965 +0.3%
AWM
33
AE Wealth Management
Kansas
$47.5M +$15.5M +552,083 +48%
Goldman Sachs
34
Goldman Sachs
New York
$46.3M +$6.09M +217,546 +15%
MPW
35
MA Private Wealth
California
$43M -$241K -8,612 -0.6%
RVPG
36
Relative Value Partners Group
$40.9M +$9.55M +340,832 +30%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$38.6M +$6.52M +232,905 +20%
SW
38
SteelPeak Wealth
California
$37.6M -$385K -13,756 -1%
B
39
Bailard
California
$37.6M +$16.2M +577,121 +76%
BCM
40
Brookstone Capital Management
Illinois
$31.4M -$1.43M -50,881 -4%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$30.7M -$17.3M -617,783 -36%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$30.1M -$967K -34,430 -3%
CFG
43
Cooper Financial Group
California
$29.8M +$599K +21,368 +2%
PA
44
Parallel Advisors
California
$29.7M +$8.61M +307,377 +41%
NA
45
NewEdge Advisors
Louisiana
$29.4M +$2.11M +75,314 +8%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$28.9M +$12.4M +444,393 +76%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$28.2M -$4.41M -157,338 -14%
GWM
48
Geneos Wealth Management
Colorado
$27.3M +$21.6M +766,694 +379%
SHIM
49
Stone House Investment Management
Pennsylvania
$24.6M -$3.44M -122,872 -12%
SS
50
Simplicity Solutions
Minnesota
$24.1M +$15.2M +543,764 +172%
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