GOVT icon

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.66B
2
SCM
SCS Capital Management
Massachusetts
$19.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.57B
4
UCFA
United Capital Financial Advisors
Texas
$479M
5
BlackRock
BlackRock
New York
$442M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
126
INVST
Indiana
$5.81M +$739K +26,297 +15%
BHWM
127
Bay Harbor Wealth Management
Maryland
$5.72M +$239K +8,543 +4%
SFS
128
Sowell Financial Services
Arkansas
$5.72M +$840K +30,000 +17%
VWA
129
Visionary Wealth Advisors
Illinois
$5.72M +$4.14M +147,627 +262%
FI
130
FormulaFolio Investments
Michigan
$5.67M -$15.5M -553,884 -73%
OAM
131
Oppenheimer Asset Management
New York
$5.62M +$5.53M +197,443 +6,149%
MWM
132
Moulton Wealth Management
Washington
$5.59M +$1.93M +69,157 +53%
ASN
133
Advisory Services Network
Georgia
$5.58M +$1.34M +47,702 +32%
KFS
134
Kelly Financial Services
Massachusetts
$5.33M +$5.32M +190,092 +159,741%
EH
135
Equitable Holdings
New York
$5.01M +$2.71M +96,670 +118%
QFA
136
Quattro Financial Advisors
Texas
$4.88M -$5.47M -46,484 -53%
WR
137
Watson Rebecca
$4.87M +$851K +30,152 +21%
LWM
138
Liberty Wealth Management
California
$4.82M +$468K +16,531 +11%
SPC
139
Sigma Planning Corp
Michigan
$4.66M -$436K -15,555 -9%
HAS
140
HBW Advisory Services
California
$4.64M +$4.64M +30,708 New
AWM
141
Avior Wealth Management
Nebraska
$4.37M +$4.37M +156,100 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$4.28M +$162K +5,767 +4%
WP
143
WealthShield Partners
North Carolina
$4.27M +$449K +16,034 +12%
Allianz Asset Management
144
Allianz Asset Management
Germany
$4.24M +$4.24M +151,252 New
ETS
145
ESL Trust Services
New York
$4.13M – – –
FAIM
146
Financial Advocates Investment Management
Washington
$4.03M +$1.02M +51,920 +34%
MG
147
Mather Group
Illinois
$3.92M -$451K -16,098 -10%
VWM
148
Venturi Wealth Management
Texas
$3.89M -$393K -14,033 -9%
PWA
149
Physician Wealth Advisors
Utah
$3.86M -$2.24M -79,502 -37%
TF
150
Trek Financial
Arizona
$3.75M +$287K +10,252 +8%
4 5
6
7 8