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iShares US Treasury Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.12B 120,741,484 +26,998,147 +29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.78B 69,015,874 +21,726,426 +46%
UBS Group
3
UBS Group
Switzerland
$1.04B 40,349,806 -12,100,970 -23%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$996M 38,566,315 +37,959,574 +6,256%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$572M 21,517,339
UCFA
6
United Capital Financial Advisors
Texas
$546M 21,169,222 +1,802,279 +9%
SB
7
Suntrust Banks
Georgia
$504M 19,523,982 -234,624 -1%
LPL Financial
8
LPL Financial
California
$208M 8,059,035 +4,396,791 +120%
BlackRock
9
BlackRock
New York
$198M 7,678,107 +3,976,276 +107%
WANY
10
Wealthspire Advisors (New York)
New York
$175M 6,768,045 +159,492 +2%
PAS
11
Park Avenue Securities
New York
$159M 6,142,299 +2,711,845 +79%
AssetMark Inc
12
AssetMark Inc
California
$148M 5,723,672 +3,298,120 +136%
UBS AM
13
UBS AM
Illinois
$128M 4,943,254 +3,252,939 +192%
3AM
14
3EDGE Asset Management
Florida
$124M 4,800,799 +1,968,499 +70%
Morgan Stanley
15
Morgan Stanley
New York
$116M 4,482,906 +1,478,930 +49%
AG
16
Advisor Group
Arizona
$113M 4,364,147 +2,284,636 +110%
Wells Fargo
17
Wells Fargo
California
$105M 4,084,205 +735,554 +22%
CCA
18
Cobblestone Capital Advisors
New York
$95.6M 3,702,383 -16,830 -0.5%
Ameriprise
19
Ameriprise
Minnesota
$92M 3,558,199 +946,493 +36%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$77.3M 2,995,271 +1,566,182 +110%
SF
21
Synovus Financial
Georgia
$62.8M 2,433,166 +16,829 +0.7%
MML Investors Services
22
MML Investors Services
Massachusetts
$53M 2,053,407 +940,213 +84%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$49.7M 1,926,677 +913,122 +90%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$42M 1,628,269 +397,268 +32%
Deutsche Bank
25
Deutsche Bank
Germany
$42M 1,627,860 -41,840 -3%