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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

278 hedge funds and large institutions have $11.5B invested in iShares US Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 146 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+34
Holders Change %
+13.93%
% of All Funds
6.05%
Holding in Top 10
36
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+71.43%
% of All Funds
0.78%
New
60
Increased
146
Reduced
50
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$996M
2
Bank of America
Bank of America
North Carolina
$3.12B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.78B
4
LPL Financial
LPL Financial
California
$208M
5
BlackRock
BlackRock
New York
$198M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.2M
3
FI
FormulaFolio Investments
Michigan
$20.6M
4
DRS
Deane Retirement Strategies
Louisiana
$439K
5
SB
Suntrust Banks
Georgia
$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
151
RDA Financial Network
Iowa
$849K +$849K +33,047 New
HIM
152
Hanlon Investment Management
New Jersey
$801K +$500K +19,350 +166%
CA
153
Continuum Advisory
Idaho
$670K -$64.8K -2,515 -9%
HFA
154
High Falls Advisors
New York
$669K +$669K +25,920 New
PAMG
155
Patton Albertson Miller Group
Tennessee
$652K +$442K +16,878 +210%
QFA
156
Quattro Financial Advisors
Texas
$647K +$647K +25,169 New
TPA
157
Trivium Point Advisory
Connecticut
$632K +$140K +5,433 +28%
PFA
158
Pettinga Financial Advisors
Indiana
$624K +$624K +24,155 New
LFAS
159
Level Four Advisory Services
Texas
$614K +$267K +10,321 +77%
VHAM
160
Van Hulzen Asset Management
California
$610K +$610K +23,635 New
GRP
161
Global Retirement Partners
California
$593K +$258K +9,987 +77%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$587K -$84.9K -3,285 -13%
APC
163
Aspire Private Capital
North Carolina
$572K +$426K +16,513 +293%
FNBOSM
164
First National Bank of South Miami
Florida
$568K -$16.8K -652 -3%
GTAM
165
Global Trust Asset Management
Florida
$561K +$261K +10,123 +87%
Millennium Management
166
Millennium Management
New York
$517K +$517K +20,019 New
SIA
167
Strategic Investment Advisors
Michigan
$495K +$495K +18,837 New
OIA
168
Optimum Investment Advisors
Illinois
$493K -$371K -14,391 -43%
SG
169
StoneX Group
New York
$492K +$492K +19,040 New
VA
170
Valmark Advisers
Ohio
$490K +$76.2K +2,953 +18%
M&T Bank
171
M&T Bank
New York
$475K -$25.8K -1,000 -5%
SWA
172
Stratos Wealth Advisors
Ohio
$473K +$23.8K +920 +5%
HIMC
173
Heritage Investors Management Corp
Maryland
$468K +$468K +18,118 New
FWP
174
FAS Wealth Partners
Kansas
$461K +$83.3K +3,224 +22%
DRS
175
Deane Retirement Strategies
Louisiana
$439K -$13.1M -507,515 -97%
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7
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