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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

501 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 205 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+61
Holders Change %
+13.86%
% of All Funds
8.89%
Holding in Top 10
82
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.49%
% of All Funds
1.45%
New
114
Increased
205
Reduced
135
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$401M
2
Bank of America
Bank of America
North Carolina
$2.18B
3
AssetMark Inc
AssetMark Inc
California
$271M
4
MCM
Model Capital Management
Massachusetts
$81.6M
5
UCFA
United Capital Financial Advisors
Texas
$633M

Top Sellers

1
JPG
Jordan Park Group
California
$0
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43.2M
3
Jane Street
Jane Street
New York
$431K
4
Temasek Holdings
Temasek Holdings
Singapore
$0
5
QFA
Quattro Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIA
126
Mountain Capital Investment Advisors
Colorado
$7.16M -$1.36M -50,331 -16%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$7.09M +$403K +14,812 +6%
IWC
128
Integrated Wealth Concepts
Massachusetts
$7M +$804K +29,521 +13%
CAM
129
Concorde Asset Management
Michigan
$6.96M +$20.6K +749 +0.3%
APW
130
Austin Private Wealth
Texas
$6.96M +$1.28M +46,941 +22%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$6.87M -$1.2M -44,198 -15%
SPAS
132
Spectrum Planning & Advisory Services
California
$6.87M +$6.87M +252,067 New
ICMP
133
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.84M +$61.6K +2,262 +0.9%
LWM
134
Liberty Wealth Management
California
$6.78M +$921K +33,954 +16%
I
135
INVST
Indiana
$6.73M -$144K -5,302 -2%
BHWM
136
Bay Harbor Wealth Management
Maryland
$6.7M +$1.13M +41,375 +20%
4WM
137
4J Wealth Management
Virginia
$6.66M +$6.66M +244,517 New
SIA
138
Strategic Investment Advisors
Michigan
$6.62M +$4.75M +174,326 +254%
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$6.46M -$85.2K -3,129 -1%
RCA
140
Rowland Carmichael Advisors
Arizona
$6.42M +$448K +16,453 +8%
HighTower Advisors
141
HighTower Advisors
Illinois
$6.24M +$782K +28,698 +14%
TC
142
TownSquare Capital
Utah
$6.14M +$1.07M +39,442 +21%
BWM
143
BCGM Wealth Management
Indiana
$6.01M +$6.01M +223,714 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$5.93M +$361K +13,241 +6%
MCWS
145
McKinley Carter Wealth Services
West Virginia
$5.77M +$5.77M +211,679 New
FPGK
146
Financial Partners Group (Kansas)
Kansas
$5.73M +$4.91M +181,271 +597%
SCA
147
Snowden Capital Advisors
New York
$5.71M +$187K +6,864 +3%
UIA
148
UBP Investment Advisors
Switzerland
$5.52M +$2.04M +74,606 +59%
SWA
149
Stratos Wealth Advisors
Ohio
$5.47M +$2.75M +101,010 +101%
AAS
150
Avantax Advisory Services
Texas
$5.39M +$318K +11,641 +6%
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