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iShares US Treasury Bond ETF

375 hedge funds and large institutions have $14.8B invested in iShares US Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 62 reducing their positions, and 38 closing their positions.

Holders
375
Holders Change
+66
Holders Change %
+21.36%
% of All Funds
7.41%
Holding in Top 10
59
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+55.26%
% of All Funds
1.17%
New
111
Increased
168
Reduced
62
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.43B 132,091,318 +7,309,762 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.54B 97,773,931 +20,651,659 +27%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.44B 55,496,415 +3,418,790 +7%
UBS Group
4
UBS Group
Switzerland
$1.15B 44,501,467 -13,801,054 -24%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$572M 21,517,339
Truist Financial
6
Truist Financial
North Carolina
$519M 19,993,852 +19,993,852 New
UCFA
7
United Capital Financial Advisors
Texas
$514M 19,811,496 -623,559 -3%
BlackRock
8
BlackRock
New York
$475M 18,316,384 +9,166,483 +100%
LPL Financial
9
LPL Financial
California
$338M 13,038,707 +3,441,706 +36%
PAS
10
Park Avenue Securities
New York
$224M 8,653,892 +2,052,796 +31%
SCM
11
SCS Capital Management
Massachusetts
$199M 7,680,432 +7,680,432 New
WANY
12
Wealthspire Advisors (New York)
New York
$179M 6,914,505 -192,859 -3%
Morgan Stanley
13
Morgan Stanley
New York
$169M 6,519,293 +1,067,915 +20%
AG
14
Advisor Group
Arizona
$166M 6,396,749 +1,690,891 +36%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$154M 5,942,790 +2,463,707 +71%
Wells Fargo
16
Wells Fargo
California
$134M 5,163,753 +571,121 +12%
Ameriprise
17
Ameriprise
Minnesota
$121M 4,687,287 +691,135 +17%
AssetMark Inc
18
AssetMark Inc
California
$109M 4,220,635 +464,712 +12%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$107M 4,124,734 +1,645,846 +66%
CCA
20
Cobblestone Capital Advisors
New York
$98M 3,779,543 +220,594 +6%
3AM
21
3EDGE Asset Management
Florida
$89.1M 3,436,709 -1,598,314 -32%
JPG
22
Jordan Park Group
California
$82.1M 3,165,240 +1,954,746 +161%
MML Investors Services
23
MML Investors Services
Massachusetts
$81.7M 3,151,156 +825,860 +36%
ECM
24
ETrade Capital Management
Virginia
$73.2M 2,820,023 +1,840,812 +188%
SF
25
Synovus Financial
Georgia
$69M 2,658,310 +200,985 +8%