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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.66B
2
SCM
2
SCS Capital Management
Massachusetts
$19.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.57B
4
UCFA
4
United Capital Financial Advisors
Texas
$479M
5
BlackRock
5
BlackRock
New York
$442M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
76
Bank Julius Baer & Co
Switzerland
$13.6M +$13.6M +485,909 New
CIA
77
Compass Ion Advisors
Pennsylvania
$13.3M +$13.3M +473,213 New
VHAM
78
Van Hulzen Asset Management
California
$12.5M +$9.65M +344,634 +342%
SPIA
79
Steward Partners Investment Advisory
New York
$12.4M +$1.14M +40,575 +10%
RA
80
RFG Advisory
Alabama
$12.4M +$5.03M +179,644 +68%
PFG
81
PAX Financial Group
Texas
$11.7M -$9.8M -347,594 -46%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$10.7M -$1.98M -70,674 -16%
SA
83
Stewardship Advisors
Pennsylvania
$10.5M +$4.33M +154,703 +70%
CA
84
Cetera Advisors
Colorado
$10.4M +$591K +21,083 +6%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$10.4M +$2.37M +84,108 +30%
BRWA
86
B. Riley Wealth Advisors
Florida
$10M +$320K +11,419 +3%
HighTower Advisors
87
HighTower Advisors
Illinois
$10M +$3.06M +109,238 +44%
HPC
88
Hobart Private Capital
North Carolina
$10M -$755K -26,951 -7%
CIAS
89
Capital Investment Advisory Services
North Carolina
$9.99M +$2.73M +97,446 +38%
CAM
90
Concorde Asset Management
Michigan
$9.91M -$478K -17,060 -5%
CFG
91
Citizens Financial Group
Rhode Island
$9.84M -$12K -430 -0.1%
CC
92
Copperleaf Capital
North Carolina
$9.81M -$394K -14,081 -4%
CWS
93
Cypress Wealth Services
California
$9.73M +$1.36M +48,453 +16%
TVAMP
94
Tennessee Valley Asset Management Partners
Tennessee
$9.56M +$585K +20,891 +7%
DCM
95
Donaldson Capital Management
Indiana
$9.45M +$8.37M +298,903 +779%
HGWM
96
Horst & Graben Wealth Management
Oregon
$9.23M +$9.23M +329,567 New
SXL
97
Summit X LLC
Missouri
$8.85M -$1.43M -50,882 -14%
EWA
98
ERTS Wealth Advisors
Michigan
$8.75M +$8.75M +312,384 New
VFM
99
Vivid Financial Management
California
$8.74M -$1.11M -39,682 -11%
CAN
100
Cetera Advisor Networks
California
$8.7M -$155K -5,539 -2%
2 3
4
5 6