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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

514 hedge funds and large institutions have $14.5B invested in iShares US Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 160 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.03%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
1.16%
New
54
Increased
160
Reduced
241
Closed
44
Calls
–
Puts
$586K
Net Calls
-$586K
Net Calls Change
-$3.29M

Top Buyers

1
JPG
1
Jordan Park Group
California
$320M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$243M
3
MFM
3
MD Financial Management
Ontario, Canada
$158M
4
Truist Financial
4
Truist Financial
North Carolina
$739M
5
AssetMark Inc
5
AssetMark Inc
California
$291M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.77B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.1B
3
Bank of America
3
Bank of America
North Carolina
$1.41B
4
BlackRock
4
BlackRock
New York
$299M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
126
Bernardo Wealth Planning
Pennsylvania
$7.3M -$397K -14,969 -5%
OWA
127
One Wealth Advisors
California
$7.25M -$2.1M -79,067 -22%
PA
128
PFG Advisors
Arizona
$7.18M +$552K +20,797 +8%
4WM
129
4J Wealth Management
Virginia
$7.13M +$76.4K +2,880 +1%
AAS
130
Avantax Advisory Services
Texas
$6.99M +$488K +18,427 +8%
CC
131
Copperleaf Capital
North Carolina
$6.9M -$1.13M -42,548 -14%
APW
132
Austin Private Wealth
Texas
$6.82M -$4.02M -151,476 -37%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$6.77M +$3.17M +119,336 +88%
FPGK
134
Financial Partners Group (Kansas)
Kansas
$6.75M -$303K -11,407 -4%
CWS
135
Cypress Wealth Services
California
$6.68M -$117K -4,429 -2%
LWM
136
Liberty Wealth Management
California
$6.22M -$1.52M -57,335 -20%
TCMP
137
Thrive Capital Management (Pennsylvania)
Pennsylvania
$6.2M +$887K +33,449 +17%
SB
138
Strategic Blueprint
Georgia
$6.18M -$488K -18,400 -7%
CT
139
Columbia Trust
Oregon
$6.12M +$91.4K +3,444 +2%
CPIG
140
Chicago Partners Investment Group
Illinois
$6.08M +$20.9K +791 +0.3%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$5.9M +$196K +7,375 +3%
AA
142
Acorns Advisers
California
$5.82M +$3.02M +113,979 +108%
AWC
143
Abundance Wealth Counselors
Pennsylvania
$5.82M +$297K +11,211 +5%
SPAS
144
Spectrum Planning & Advisory Services
California
$5.73M -$3.37M -126,970 -37%
NAG
145
Northstar Advisory Group
New Jersey
$5.73M +$5.73M +216,008 New
IMA
146
Investment Management Associates
Colorado
$5.64M – – –
UIA
147
UBP Investment Advisors
Switzerland
$5.59M +$127K +4,792 +2%
CFAM
148
Center For Asset Management
Florida
$5.58M +$88.5K +3,334 +2%
MIAN
149
Mariner Independent Advisor Network
Kansas
$5.34M +$368K +13,865 +7%
HI
150
Harbour Investments
Wisconsin
$5.27M -$1.19M -44,818 -18%
4 5
6
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