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iShares US Treasury Bond ETF

513 hedge funds and large institutions have $13.7B invested in iShares US Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 239 increasing their positions, 155 reducing their positions, and 45 closing their positions.

Holders
513
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
9.03%
Holding in Top 10
70
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.63%
% of All Funds
1.23%
New
64
Increased
239
Reduced
155
Closed
45
Calls
$2.62M
Puts
$529K
Net Calls
+$2.09M
Net Calls Change
+$2.09M
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.22B 122,993,431 +28,127,858 +30%
Bank of America
2
Bank of America
North Carolina
$1.56B 59,730,047 -20,397,667 -25%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$834M 31,834,237 +545,049 +2%
Truist Financial
4
Truist Financial
North Carolina
$718M 27,407,772 +2,744,459 +11%
UCFA
5
United Capital Financial Advisors
Texas
$644M 24,594,228 +1,348,415 +6%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$572M 21,517,339
LPL Financial
7
LPL Financial
California
$486M 18,558,331 +5,334,064 +40%
BlackRock
8
BlackRock
New York
$401M 15,323,915 +4,210,173 +38%
Morgan Stanley
9
Morgan Stanley
New York
$373M 14,231,192 -507,101 -3%
AssetMark Inc
10
AssetMark Inc
California
$284M 10,851,464 +894,357 +9%
Osaic Holdings
11
Osaic Holdings
Arizona
$265M 10,098,837 +2,537,109 +34%
Ameriprise
12
Ameriprise
Minnesota
$242M 9,268,230 +703,563 +8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$204M 7,781,533 +2,132,607 +38%
PAS
14
Park Avenue Securities
New York
$204M 7,774,504 +2,092,665 +37%
UBS Group
15
UBS Group
Switzerland
$170M 6,494,242 -1,150,056 -15%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$165M 6,299,839 +125,285 +2%
CCA
17
Cobblestone Capital Advisors
New York
$131M 4,994,164 +594,183 +14%
MML Investors Services
18
MML Investors Services
Massachusetts
$124M 4,738,838 +1,376,002 +41%
MCM
19
Model Capital Management
Massachusetts
$97.2M 3,711,926 +715,985 +24%
5L
20
55I LLC
Massachusetts
$96.1M 3,667,742 +1,683,664 +85%
SF
21
Synovus Financial
Georgia
$89.5M 3,417,455 +197,858 +6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$87M 2,012,886 +368,134 +22%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$83.9M 3,203,982 +479,801 +18%
WANY
24
Wealthspire Advisors (New York)
New York
$79.3M 3,029,146 -720,070 -19%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$69.7M 2,663,030 +1,016,052 +62%