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iShares US Treasury Bond ETF

406 hedge funds and large institutions have $15.1B invested in iShares US Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 159 increasing their positions, 131 reducing their positions, and 44 closing their positions.

Holders
406
Holders Change
+31
Holders Change %
+8.27%
% of All Funds
8.97%
Holding in Top 10
83
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+40.68%
% of All Funds
1.83%
New
81
Increased
159
Reduced
131
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.57B 91,927,877 -5,846,054 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.85B 65,935,780 +10,439,365 +19%
Bank of America
3
Bank of America
North Carolina
$1.66B 59,280,580 -72,810,738 -55%
UBS Group
4
UBS Group
Switzerland
$1.4B 50,131,621 +5,630,154 +13%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$800M 28,562,063 +28,038,964 +5,360%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$572M 21,517,339
Truist Financial
7
Truist Financial
North Carolina
$550M 19,642,383 -351,469 -2%
UCFA
8
United Capital Financial Advisors
Texas
$479M 17,211,554 -2,599,942 -13%
BlackRock
9
BlackRock
New York
$442M 15,764,992 -2,551,392 -14%
LPL Financial
10
LPL Financial
California
$426M 15,213,709 +2,175,002 +17%
Osaic Holdings
11
Osaic Holdings
Arizona
$237M 9,112,796 +9,112,796 New
Morgan Stanley
12
Morgan Stanley
New York
$225M 8,028,007 +1,508,714 +23%
PAS
13
Park Avenue Securities
New York
$218M 7,787,726 -866,166 -10%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$160M 5,700,541 -242,249 -4%
WANY
15
Wealthspire Advisors (New York)
New York
$153M 5,474,455 -1,440,050 -21%
Wells Fargo
16
Wells Fargo
California
$140M 4,991,721 -172,032 -3%
3AM
17
3EDGE Asset Management
Florida
$139M 4,974,616 +1,537,907 +45%
Ameriprise
18
Ameriprise
Minnesota
$138M 5,023,173 +335,886 +7%
SF
19
Synovus Financial
Georgia
$138M 4,912,451 +2,254,141 +85%
AssetMark Inc
20
AssetMark Inc
California
$119M 4,248,675 +28,040 +0.7%
SWA
21
SFMG Wealth Advisors
Texas
$108M 3,845,226 +2,694,985 +234%
ECM
22
ETrade Capital Management
Virginia
$99.4M 3,548,357 +728,334 +26%
MML Investors Services
23
MML Investors Services
Massachusetts
$99M 3,532,735 +381,579 +12%
CCA
24
Cobblestone Capital Advisors
New York
$92.3M 3,294,053 -485,490 -13%
JPG
25
Jordan Park Group
California
$73.1M 2,610,612 -554,628 -18%