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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

513 hedge funds and large institutions have $16.2B invested in iShares US Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 243 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
–
Holders Change %
0%
% of All Funds
8.96%
Holding in Top 10
75
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.14%
% of All Funds
1.31%
New
45
Increased
243
Reduced
161
Closed
40
Calls
$2.7M
Puts
–
Net Calls
+$2.7M
Net Calls Change
+$613K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.29B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.57B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$120M
4
TC
4
TownSquare Capital
Utah
$95.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$312M

Top Sellers

1
MCM
1
Model Capital Management
Massachusetts
$0
2
MCWS
2
McKinley Carter Wealth Services
West Virginia
$7.34M
3
RCG
3
Rock Creek Group
District of Columbia
$1.11M
4
AssetMark Inc
4
AssetMark Inc
California
$274M
5
Truist Financial
5
Truist Financial
North Carolina
$715M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$17.4M +$499K +18,766 +3%
LWA
77
Lineweaver Wealth Advisors
Ohio
$17.4M +$1.78M +67,091 +11%
AF
78
Allworth Financial
California
$15.8M +$15.7M +591,970 +117,688%
MBT
79
Montecito Bank & Trust
California
$15.6M -$93.3K -3,509 -0.6%
VFM
80
Vivid Financial Management
California
$15.6M +$2.8M +105,338 +22%
IWP
81
Icon Wealth Partners
Texas
$15.2M +$2.48M +93,172 +19%
SHIM
82
Stone House Investment Management
Pennsylvania
$14.9M +$5.17M +194,344 +53%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$14.7M +$6.5M +244,432 +79%
BRWA
84
B. Riley Wealth Advisors
Florida
$14.6M +$1.42M +53,312 +11%
SWM
85
Spire Wealth Management
Virginia
$14.5M +$1.22M +45,832 +9%
PAG
86
Private Advisor Group
New Jersey
$13.6M +$1.32M +49,615 +11%
RJA
87
Raymond James & Associates
Florida
$13.6M +$328K +12,314 +2%
SAMC
88
Spectrum Asset Management (California)
California
$13.5M +$4.22M +158,695 +45%
HighTower Advisors
89
HighTower Advisors
Illinois
$13.5M +$5.7M +214,603 +73%
Prudential Financial
90
Prudential Financial
New Jersey
$13M +$2.28M +85,757 +21%
PIN
91
Prudent Investors Network
California
$13M +$314K +11,805 +2%
OAP
92
One Advisory Partners
Kansas
$13M +$587K +22,056 +5%
SA
93
Stewardship Advisors
Pennsylvania
$12.5M -$9.27M -348,347 -43%
VHAM
94
Van Hulzen Asset Management
California
$12.5M -$867K -32,592 -6%
COF
95
Capital One Financial
Virginia
$12.4M +$956K +35,933 +8%
CCWA
96
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.2M +$634K +23,831 +5%
CWA
97
Clearview Wealth Advisors
Oregon
$12.2M +$546K +20,535 +5%
FIA
98
Foundations Investment Advisors
Arizona
$11.7M +$3.65M +136,746 +45%
SMG
99
Spectrum Management Group
Indiana
$11.4M +$593K +22,303 +5%
NL
100
NWAM LLC
Washington
$11.1M +$550K +20,679 +5%
2 3
4
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