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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

440 hedge funds and large institutions have $13.7B invested in iShares US Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 117 reducing their positions, and 43 closing their positions.

Holders
440
Holders Change
+8
Holders Change %
+1.85%
% of All Funds
8.9%
Holding in Top 10
71
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.05%
% of All Funds
1.44%
New
57
Increased
216
Reduced
117
Closed
43
Calls
–
Puts
$8.78M
Net Calls
-$8.78M
Net Calls Change
-$8.78M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.59B
2
Bank of America
2
Bank of America
North Carolina
$2.12B
3
JPG
3
Jordan Park Group
California
$356M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$127M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$173M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$850M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$0
4
3AM
4
3EDGE Asset Management
Florida
$72.3M
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
ERTS Wealth Advisors
Michigan
$14.4M +$3.29M +117,753 +30%
IDA
77
Intelligence Driven Advisers
California
$14.4M +$14.4M +513,409 New
SA
78
Stewardship Advisors
Pennsylvania
$14.2M +$2.42M +86,869 +20%
CFGS
79
Concourse Financial Group Securities
Alabama
$14.2M +$1.89M +67,658 +15%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$14.1M +$2.24M +80,243 +19%
HPC
81
Hobart Private Capital
North Carolina
$14M +$3.64M +130,151 +35%
SRA
82
Summit Rock Advisors
New York
$13.9M +$13.9M +497,312 New
VFM
83
Vivid Financial Management
California
$13.4M +$441K +15,762 +3%
SCM
84
SCS Capital Management
Massachusetts
$13.3M -$6.02M -215,351 -31%
LWA
85
Lineweaver Wealth Advisors
Ohio
$13.2M +$352K +12,582 +3%
BFC
86
Bedel Financial Consulting
Indiana
$12.5M +$400K +14,311 +3%
TSA
87
Tri-Star Advisors
Texas
$12.4M +$913K +32,788 +8%
SFA
88
Sequoia Financial Advisors
Ohio
$11.9M +$3.88M +138,819 +48%
HGWM
89
Horst & Graben Wealth Management
Oregon
$11.6M +$2.67M +95,483 +30%
SI
90
SimpliFi Inc
California
$11.5M +$444K +15,877 +4%
FAAS
91
First Allied Advisory Services
California
$11.3M +$1.25M +44,708 +12%
Citigroup
92
Citigroup
New York
$11.2M +$2.38M +85,172 +27%
CC
93
Copperleaf Capital
North Carolina
$11.2M +$659K +23,585 +6%
SPIA
94
Steward Partners Investment Advisory
New York
$10.6M -$1.17M -41,757 -10%
TVAMP
95
Tennessee Valley Asset Management Partners
Tennessee
$10.5M +$1.02M +36,650 +11%
IWP
96
Icon Wealth Partners
Texas
$10.5M +$679K +24,299 +7%
PAG
97
Private Advisor Group
New Jersey
$10.5M +$712K +25,465 +7%
OAP
98
One Advisory Partners
Kansas
$10.2M +$302K +10,804 +3%
VC
99
Vicus Capital
Pennsylvania
$10.1M +$2.22M +79,374 +28%
SAMC
100
Spectrum Asset Management (California)
California
$10.1M +$10.1M +359,583 New
2 3
4
5 6