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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

168 hedge funds and large institutions have $4.85B invested in iShares US Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+25
Holders Change %
+17.48%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.16%
New
44
Increased
74
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.95B
2
Asset Management One
Asset Management One
Japan
$75.3M
3
UCFA
United Capital Financial Advisors
Texas
$430M
4
Jane Street
Jane Street
New York
$28M
5
CCA
Cobblestone Capital Advisors
New York
$89.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$281M
2
UBS Group
UBS Group
Switzerland
$783M
3
UBS AM
UBS AM
Illinois
$37.6M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$24.8M
5
Wells Fargo
Wells Fargo
California
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
101
UMB Bank
Missouri
$393K – – –
BFA
102
Beaumont Financial Advisors
Massachusetts
$383K +$34K +1,378 +10%
FWP
103
FAS Wealth Partners
Kansas
$364K +$71.6K +2,905 +25%
BFC
104
Bedel Financial Consulting
Indiana
$362K +$362K +14,674 New
AWM
105
Altium Wealth Management
New York
$355K – – –
VA
106
Valmark Advisers
Ohio
$351K +$1.48K +60 +0.4%
DE
107
Day & Ennis
Georgia
$337K +$337K +13,630 New
VWM
108
Venturi Wealth Management
Texas
$318K +$318K +12,881 New
RFC
109
Regions Financial Corp
Alabama
$309K – – –
OFG
110
OmniStar Financial Group
North Carolina
$308K +$308K +12,489 New
KA
111
Klingman & Associates
New York
$306K +$306K +12,411 New
CMP
112
Courage Miller Partners
Virginia
$303K +$43.6K +1,769 +17%
WC
113
Whitney & Co
New York
$276K – – –
GRP
114
Global Retirement Partners
California
$268K -$18.9K -765 -7%
PIA
115
Pinion Investment Advisors
Kansas
$257K +$257K +10,428 New
GT
116
Greenleaf Trust
Michigan
$256K +$25K +1,010 +11%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251K +$125K +5,085 +100%
WAAG
118
Wealth Alliance Advisory Group
Kansas
$244K -$2.84M -115,116 -92%
SEI Investments
119
SEI Investments
Pennsylvania
$242K +$207K +8,413 +600%
SMC
120
Smith, Moore & Co
Missouri
$221K +$221K +8,959 New
AW
121
ACG Wealth
Georgia
$201K -$18.6K -754 -8%
LFG
122
LifePlan Financial Group
Ohio
$180K +$180K +7,284 New
SF
123
Synovus Financial
Georgia
$156K +$156K +6,274 New
JCM
124
Jacobi Capital Management
Pennsylvania
$103K +$101K +4,084 +6,188%
PCG
125
Private Capital Group
Connecticut
$88K +$88K +3,550 New
3 4
5
6 7