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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 %
CFAM
151
Center For Asset Management
Florida
$4.73M +$33.3K +1,273 +0.7%
T
152
TRUADVICE
Florida
$4.59M -$2.9M -110,222 -39%
PAG
153
Pinnacle Advisory Group
Maryland
$4.58M +$1.18M +45,102 +35%
AF
154
Advisornet Financial
Minnesota
$4.57M +$1.28M +48,834 +39%
FNWM
155
Financial Network Wealth Management
Utah
$4.55M +$485K +18,515 +12%
I
156
INVST
Indiana
$4.46M -$2.05M -77,966 -32%
MIAN
157
Mariner Independent Advisor Network
Kansas
$4.37M -$229K -8,750 -5%
CAM
158
Concorde Asset Management
Michigan
$4.34M -$2.32M -88,351 -35%
TF
159
Trek Financial
Arizona
$4.33M +$479K +18,293 +12%
CF
160
Centaurus Financial
California
$4.27M +$1.02M +39,009 +31%
AWE
161
Avidian Wealth Enterprises
Texas
$4.26M +$314 +12 +0%
CAG
162
Csenge Advisory Group
Florida
$4.07M +$1.44M +54,957 +55%
HWMA
163
Heritage Wealth Management (Arizona)
Arizona
$4.05M +$4.05M +154,468 New
EIA
164
Eldridge Investment Advisors
New Hampshire
$3.96M +$86.2K +3,292 +2%
OWA
165
Outlook Wealth Advisors
Texas
$3.95M -$3.18M -121,391 -45%
LWP
166
Lumature Wealth Partners
Georgia
$3.91M +$601K +22,963 +18%
FSG
167
Financial Strategies Group
Michigan
$3.78M +$1.69M +64,540 +81%
TCMP
168
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.75M +$630K +24,037 +20%
SXL
169
Summit X LLC
Missouri
$3.73M +$755K +28,784 +25%
PPP
170
Private Portfolio Partners
New Jersey
$3.57M +$828K +31,596 +30%
VWM
171
Venturi Wealth Management
Texas
$3.56M +$485K +18,501 +16%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$3.56M +$770K +29,417 +28%
BAM
173
Belpointe Asset Management
Nevada
$3.46M +$912K +34,832 +36%
NFG
174
Next Financial Group
Texas
$3.45M +$2.8M +106,911 +428%
CIBC World Market
175
CIBC World Market
Ontario, Canada
$3.35M -$3.26M -124,606 -49%
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