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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

513 hedge funds and large institutions have $16.2B invested in iShares US Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 243 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
–
Holders Change %
0%
% of All Funds
8.96%
Holding in Top 10
75
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.14%
% of All Funds
1.31%
New
45
Increased
243
Reduced
161
Closed
40
Calls
$2.7M
Puts
–
Net Calls
+$2.7M
Net Calls Change
+$613K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.29B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.57B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$120M
4
TC
4
TownSquare Capital
Utah
$95.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$312M

Top Sellers

1
MCM
1
Model Capital Management
Massachusetts
$0
2
MCWS
2
McKinley Carter Wealth Services
West Virginia
$7.34M
3
RCG
3
Rock Creek Group
District of Columbia
$1.11M
4
AssetMark Inc
4
AssetMark Inc
California
$274M
5
Truist Financial
5
Truist Financial
North Carolina
$715M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$7.72M +$472K +17,751 +7%
BWP
127
Bernardo Wealth Planning
Pennsylvania
$7.71M -$1.01M -37,973 -12%
MCIA
128
Mountain Capital Investment Advisors
Colorado
$7.67M +$393K +14,632 +5%
AWM
129
Avondale Wealth Management
Texas
$7.54M -$40.9K -1,536 -0.5%
SIA
130
Strategic Investment Advisors
Michigan
$7.4M +$894K +33,598 +14%
HW
131
Hedeker Wealth
Illinois
$7.39M -$11.4M -426,978 -61%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$7.34M -$46.2M -1,736,943 -86%
CCM
133
Crabel Capital Management
California
$7.31M +$7.31M +274,897 New
4WM
134
4J Wealth Management
Virginia
$7.08M +$367K +13,781 +5%
FPGK
135
Financial Partners Group (Kansas)
Kansas
$7.07M +$406K +15,244 +6%
BCA
136
Biltmore Capital Advisors
New Jersey
$6.98M +$1.03M +38,863 +17%
CWS
137
Cypress Wealth Services
California
$6.82M -$4.31M -161,850 -39%
SB
138
Strategic Blueprint
Georgia
$6.69M -$1.77M -66,422 -21%
PA
139
PFG Advisors
Arizona
$6.64M +$861K +32,387 +15%
AAS
140
Avantax Advisory Services
Texas
$6.52M +$1.29M +48,706 +25%
HI
141
Harbour Investments
Wisconsin
$6.48M +$152K +5,715 +2%
SWM
142
SigFig Wealth Management
California
$6.42M +$1.47M +55,314 +30%
TWM
143
Tradition Wealth Management
Minnesota
$6.22M +$701K +26,363 +13%
CPIG
144
Chicago Partners Investment Group
Illinois
$6.14M +$14.6K +544 +0.2%
CFG
145
Citizens Financial Group
Rhode Island
$6.07M -$922K -34,658 -13%
CT
146
Columbia Trust
Oregon
$6.04M -$175K -6,575 -3%
RIA
147
Regal Investment Advisors
Michigan
$5.88M +$4.45M +167,451 +312%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$5.72M +$472K +17,733 +9%
IMA
149
Investment Management Associates
Colorado
$5.66M – – –
AWC
150
Abundance Wealth Counselors
Pennsylvania
$5.54M -$5.25M -197,284 -49%
4 5
6
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