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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 %
EIP
201
Ellis Investment Partners
Pennsylvania
$271K +$34.7K +1,351 +15%
WWM
202
Western Wealth Management
Colorado
$264K +$264K +10,271 New
MFW
203
Mosaic Family Wealth
Missouri
$255K -$142K -5,497 -36%
SMC
204
Smith, Moore & Co
Missouri
$252K -$12.7K -491 -5%
HI
205
Human Investing
Oregon
$251K +$233K +9,039 +1,301%
CAC
206
Certified Advisory Corp
Florida
$251K +$251K +9,739 New
PK
207
Pflug Koory
Nebraska
$250K – – –
W
208
WealthOne
New York
$250K +$250K +9,685 New
JWS
209
Juncture Wealth Strategies
Arizona
$233K -$66.9K -2,587 -22%
UAS
210
United Asset Strategies
New York
$232K -$851 -33 -0.4%
SWP
211
Stratos Wealth Partners
Ohio
$232K +$232K +8,975 New
MSAM
212
Moloney Securities Asset Management
Missouri
$230K -$99.2K -3,846 -30%
AWA
213
Arete Wealth Advisors
Illinois
$223K +$223K +8,625 New
CCP
214
Cardan Capital Partners
Colorado
$213K +$213K +8,248 New
FHB
215
First Hawaiian Bank
Hawaii
$209K -$15.9K -616 -7%
PIA
216
Pinion Investment Advisors
Kansas
$206K -$17.1K -663 -8%
William Blair & Company
217
William Blair & Company
Illinois
$201K -$3.77K -146 -2%
S
218
Surevest
California
$200K +$200K +7,734 New
NFG
219
Next Financial Group
Texas
$198K +$198K +7,654 New
CF
220
Centaurus Financial
California
$186K +$186K +7,208 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$181K – – –
ESB
222
Essex Savings Bank
Connecticut
$155K -$38.5K -1,490 -20%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$108K +$78.9K +3,058 +273%
S
224
SignatureFD
Georgia
$107K +$41.8K +1,624 +64%
CFB
225
Cullen/Frost Bankers
Texas
$106K +$106K +4,110 New
7 8
9
10 11