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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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$0
4
3AM
3EDGE Asset Management
Florida
$72.3M
5
MCIA
Mountain Capital Investment Advisors
Colorado
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
126
Visionary Wealth Advisors
Illinois
$6.13M -$892K -31,919 -13%
BWP
127
Bernardo Wealth Planning
Pennsylvania
$6.08M +$1.38M +49,224 +29%
LWM
128
Liberty Wealth Management
California
$6.04M +$1.05M +37,500 +21%
Bank Julius Baer & Co
129
Bank Julius Baer & Co
Switzerland
$6.03M -$5.34M -191,060 -47%
APW
130
Austin Private Wealth
Texas
$5.83M +$2.04M +72,847 +54%
KAS
131
Kestra Advisory Services
Texas
$5.76M +$5.76M +206,107 New
FMWA
132
Forvis Mazars Wealth Advisors
Missouri
$5.75M -$1.4M -49,985 -20%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$5.72M -$150K -5,360 -3%
BHWM
134
Bay Harbor Wealth Management
Maryland
$5.72M +$1.46M +52,114 +34%
SCA
135
Snowden Capital Advisors
New York
$5.67M -$19.9K -711 -0.3%
MWM
136
Moulton Wealth Management
Washington
$5.63M +$8.59K +309 +0.2%
HighTower Advisors
137
HighTower Advisors
Illinois
$5.6M -$1.29M -46,227 -19%
DCM
138
Donaldson Capital Management
Indiana
$5.58M -$6.03M -215,931 -52%
WP
139
WealthShield Partners
North Carolina
$5.52M +$1.03M +36,792 +23%
LFG
140
LifePlan Financial Group
Ohio
$5.47M +$107K +3,831 +2%
SMG
141
Smart Money Group
Texas
$5.34M +$638K +22,837 +14%
SFS
142
Sowell Financial Services
Arkansas
$5.21M +$303K +10,854 +6%
AAS
143
Avantax Advisory Services
Texas
$5.2M +$3.29M +117,807 +173%
TC
144
TownSquare Capital
Utah
$5.17M +$94K +3,382 +2%
SPC
145
Sigma Planning Corp
Michigan
$5.12M +$165K +5,901 +3%
IUHSA
146
Itau Unibanco Holding S.A.
Brazil
$4.91M -$491K -17,580 -9%
PWA
147
Physician Wealth Advisors
Utah
$4.88M +$402K +14,536 +9%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$4.86M +$212K +7,568 +5%
PA
149
PFG Advisors
Arizona
$4.77M +$1.08M +38,829 +29%
SWP
150
Stratos Wealth Partners
Ohio
$4.6M +$2.18M +77,822 +90%
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