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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

143 hedge funds and large institutions have $4.87B invested in iShares US Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 17 closing their positions.

Holders
143
Holders Change
+29
Holders Change %
+25.44%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
46
Increased
49
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.73B
2
CCA
2
Cobblestone Capital Advisors
New York
$73.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$583M
4
UCFA
4
United Capital Financial Advisors
Texas
$400M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$39.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$36.4M
2
UBS Group
2
UBS Group
Switzerland
$963M
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$4.6M
4
CC
4
Cadinha & Co
Hawaii
$13.9M
5
CFP
5
Cornerstone Financial Partners
North Carolina
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.73B 68,797,314 +4,989,054 +8%
UBS Group
2
UBS Group
Switzerland
$963M 38,401,926 -4,227,334 -10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$583M 23,246,522 +1,249,374 +6%
SB
4
Suntrust Banks
Georgia
$515M 20,548,774 +47,140 +0.2%
UCFA
5
United Capital Financial Advisors
Texas
$400M 15,964,967 +733,179 +5%
CCA
6
Cobblestone Capital Advisors
New York
$73.6M 2,934,300 +2,934,300 New
Wells Fargo
7
Wells Fargo
California
$70.6M 2,813,288 +300,034 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$65.2M 2,599,840 +482,032 +23%
Ameriprise
9
Ameriprise
Minnesota
$54.3M 2,164,016 +471,847 +28%
AssetMark Inc
10
AssetMark Inc
California
$46.6M 1,858,914 +150,575 +9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$39.2M 1,564,583 +685,693 +78%
BlackRock
12
BlackRock
New York
$36.4M 1,453,067 -9,499,491 -87%
RVPG
13
Relative Value Partners Group
$35.7M 1,424,641 +12,177 +0.9%
Morgan Stanley
14
Morgan Stanley
New York
$31.4M 1,253,687 +84,182 +7%
UBS AM
15
UBS AM
Illinois
– – – –
PAS
16
Park Avenue Securities
New York
$17.4M 694,251 +5,457 +0.8%
Stifel Financial
17
Stifel Financial
Missouri
$16.7M 667,583 +46,709 +8%
CC
18
Cadinha & Co
Hawaii
$13.9M 554,652 -968,998 -64%
MA
19
MUFG Americas
New York
$13.7M 545,203 +128,757 +31%
Allianz Asset Management
20
Allianz Asset Management
Germany
$10M 399,046 -228,126 -36%
LWM
21
Lenox Wealth Management
Ohio
$7.96M 317,522 +34,628 +12%
CA
22
Cambridge Associates
Massachusetts
$7.5M 298,904 -102,689 -26%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.29M 290,647 +217,301 +296%
DJSG
24
D.J. St. Germain
Massachusetts
$7.16M 285,627 +41,935 +17%
LI
25
LVZ Inc
Michigan
$6.93M 276,336 +10,777 +4%
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