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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$17.9M +$8.02M +304,689 +81%
MBT
52
Montecito Bank & Trust
California
$16.4M +$5.18M +196,827 +46%
CA
53
Cambridge Associates
Massachusetts
$14.8M +$2.92M +111,055 +25%
CC
54
Cadinha & Co
Hawaii
$14.2M -$177K -6,723 -1%
RJA
55
Raymond James & Associates
Florida
$14M -$1.69M -64,302 -11%
CA
56
Cetera Advisors
Colorado
$13.1M -$4.62M -175,462 -26%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$12.6M +$1.75M +66,302 +16%
AI
58
Atria Investments
North Carolina
$12M -$5.22M -198,229 -30%
FPGK
59
Financial Partners Group (Kansas)
Kansas
$10.8M +$4.24M +161,155 +65%
SHJ
60
Sharkey, Howes & Javer
Colorado
$10.2M +$711K +26,998 +7%
CS
61
Comerica Securities
Michigan
$10.1M +$1.43M +54,315 +16%
IWP
62
Icon Wealth Partners
Texas
$9.49M +$1.17M +44,474 +14%
PA
63
Parallel Advisors
California
$9.31M +$2.78M +105,419 +42%
SPIA
64
Steward Partners Investment Advisory
New York
$9.25M +$4.68M +177,737 +102%
AF
65
Advisornet Financial
Minnesota
$9.09M +$7.35M +279,342 +424%
FAAS
66
First Allied Advisory Services
California
$9.01M +$392K +14,883 +5%
CFG
67
Citizens Financial Group
Rhode Island
$8.74M +$772K +29,335 +10%
RCA
68
Rowland Carmichael Advisors
Arizona
$8.56M +$3.41M +129,459 +66%
LFG
69
LifePlan Financial Group
Ohio
$7.79M +$298K +11,320 +4%
TVAMP
70
Tennessee Valley Asset Management Partners
Tennessee
$7.75M +$745K +28,283 +11%
TK
71
TIAA Kaspick
Massachusetts
$7.73M – – –
TC
72
TownSquare Capital
Utah
$7.69M +$2.58M +99,453 +50%
HPC
73
Hobart Private Capital
North Carolina
$7.55M +$48K +1,825 +0.6%
EC
74
Estate Counselors
Wisconsin
$7.55M – – –
SXL
75
Summit X LLC
Missouri
$7.39M +$529K +20,098 +8%
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3
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