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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

244 hedge funds and large institutions have $8.28B invested in iShares US Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
5.29%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.46%
New
55
Increased
129
Reduced
43
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$572M
2
UBS Group
UBS Group
Switzerland
$1.32B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.19B
4
LPL Financial
LPL Financial
California
$92.4M
5
SF
Synovus Financial
Georgia
$61M

Top Sellers

1
UBS AM
UBS AM
Illinois
$42.7M
2
Bank of America
Bank of America
North Carolina
$2.37B
3
Deutsche Bank
Deutsche Bank
Germany
$42.1M
4
Ameriprise
Ameriprise
Minnesota
$66.1M
5
Citadel Advisors
Citadel Advisors
Florida
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
176
Squar Milner Financial Services
California
$264K +$161K +6,393 +156%
PFO
177
Pathstone Family Office
New Jersey
$263K +$195K +7,708 +285%
SMC
178
Smith, Moore & Co
Missouri
$259K +$28.6K +1,131 +12%
AAS
179
Avantax Advisory Services
Texas
$257K +$257K +10,189 New
PK
180
Pflug Koory
Nebraska
$244K +$244K +9,684 New
CFD
181
Creative Financial Designs
Indiana
$238K +$238K +9,439 New
DAS
182
Dynamic Advisor Solutions
Arizona
$233K +$233K +9,238 New
EIP
183
Ellis Investment Partners
Pennsylvania
$230K +$230K +9,190 New
UAS
184
United Asset Strategies
New York
$228K +$5.05K +200 +2%
FHB
185
First Hawaiian Bank
Hawaii
$220K +$15.5K +616 +8%
PA
186
Parallel Advisors
California
$220K +$174K +6,891 +380%
LWM
187
Lenox Wealth Management
Ohio
$219K +$57K +2,254 +35%
PIA
188
Pinion Investment Advisors
Kansas
$218K +$6.35K +252 +3%
FHC
189
First Heartland Consultants
Missouri
$206K +$206K +8,164 New
PAMG
190
Patton Albertson Miller Group
Tennessee
$202K +$202K +8,020 New
William Blair & Company
191
William Blair & Company
Illinois
$200K -$36.3K -1,439 -15%
ESB
192
Essex Savings Bank
Connecticut
$189K +$49.9K +1,978 +36%
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$184K +$120K +4,746 +186%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$177K – – –
TRCT
195
Tower Research Capital (TRC)
New York
$164K +$164K +6,497 New
APC
196
Aspire Private Capital
North Carolina
$142K +$88.3K +3,506 +164%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$141K +$128K +5,045 +965%
BBA
198
Braun-Bostich & Associates
Pennsylvania
$107K -$691K -27,464 -87%
IC
199
Inscription Capital
Texas
$99K – – –
FPB
200
First PREMIER Bank
South Dakota
$97K +$97K +3,832 New
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