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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

513 hedge funds and large institutions have $13.7B invested in iShares US Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 239 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
9.03%
Holding in Top 10
70
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.63%
% of All Funds
1.23%
New
64
Increased
239
Reduced
155
Closed
45
Calls
$2.62M
Puts
$529K
Net Calls
+$2.09M
Net Calls Change
+$2.09M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.22B
2
LPL Financial
2
LPL Financial
California
$486M
3
BlackRock
3
BlackRock
New York
$401M
4
Truist Financial
4
Truist Financial
North Carolina
$718M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$265M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.56B
2
Asset Management One
2
Asset Management One
Japan
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$343K
5
UBS Group
5
UBS Group
Switzerland
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIA
126
Mountain Capital Investment Advisors
Colorado
$7.14M +$166K +6,315 +2%
IWC
127
Integrated Wealth Concepts
Massachusetts
$7.13M +$400K +15,255 +6%
CFG
128
Citizens Financial Group
Rhode Island
$6.88M -$1.87M -71,466 -21%
LWM
129
Liberty Wealth Management
California
$6.78M – – –
4WM
130
4J Wealth Management
Virginia
$6.61M +$202K +7,721 +3%
FPGK
131
Financial Partners Group (Kansas)
Kansas
$6.57M +$1.02M +39,029 +18%
SIA
132
Strategic Investment Advisors
Michigan
$6.41M +$46.8K +1,785 +0.7%
HI
133
Harbour Investments
Wisconsin
$6.23M +$6.23M +237,689 New
OWA
134
One Wealth Advisors
California
$6.18M +$5.26M +200,790 +572%
CT
135
Columbia Trust
Oregon
$6.12M +$1.73M +65,904 +39%
CPIG
136
Chicago Partners Investment Group
Illinois
$6.04M +$6.04M +228,720 New
BCA
137
Biltmore Capital Advisors
New Jersey
$5.85M +$3.38M +129,080 +137%
PA
138
PFG Advisors
Arizona
$5.69M +$559K +21,335 +11%
VC
139
Vicus Capital
Pennsylvania
$5.67M -$3.77M -144,135 -40%
IMA
140
Investment Management Associates
Colorado
$5.57M +$1.45M +55,324 +35%
UIA
141
UBP Investment Advisors
Switzerland
$5.44M +$163K +6,244 +3%
TWM
142
Tradition Wealth Management
Minnesota
$5.44M +$1.85M +70,664 +52%
SFS
143
Sowell Financial Services
Arkansas
$5.39M +$532K +20,147 +11%
SL
144
SWMG LLC
Texas
$5.21M +$151K +5,781 +3%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$5.17M +$312K +11,919 +6%
AAS
146
Avantax Advisory Services
Texas
$5.15M -$19.2K -733 -0.4%
SPC
147
Sigma Planning Corp
Michigan
$5.1M +$249K +9,497 +5%
SWM
148
SigFig Wealth Management
California
$4.88M +$2.01M +76,857 +70%
ASN
149
Advisory Services Network
Georgia
$4.8M +$711K +27,147 +17%
FWP
150
Firethorn Wealth Partners
Georgia
$4.77M +$1.36M +51,901 +40%
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