ISHARES US TREASURY BOND ETF (GOVT) Institutional Ownership Changes & 13F Activity
ISHARES US TREASURY BOND ETF (GOVT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Envestnet Asset Management Inc, Charles Schwab Investment Management Inc, United Capital Financial Advisors, Llc, and Envestnet Portfolio Solutions, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Montecito Bank & Trust | Buy | +274 | +0.1% | 482,821 | $10.56M | Q3 2026 | Oct 01, 2026 |
| Doliver Advisors, Lp | Buy | +214 | +1.0% | 22,228 | $486.12K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -167,199,210 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -8,583,212 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -2,893 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -252 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -825,593 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| 1607 Capital Partners, Llc | Sell | -2,295,222 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -3,532 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -71 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -44,415 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -347,838 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Resolute Wealth Advisor, Inc. | Sell | -121,386 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -61,341 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -22,057 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -182 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -91,667 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -10,130,922 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -1,438,410 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Atlasmark Financial, Inc | Sell | -125,947 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -103,347 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Blue Edge Capital, Llc | Sell | -99,822 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -74,758 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Sell | -49,755 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -45,917 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Brasada Capital Management, Lp | Sell | -19,947 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Km Capital Management Ltd. | Sell | -15,618 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -1,403 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -488,595,396 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -52,278,440 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about GOVT activity
Which institutional owners are buying GOVT?
Institutional owners buying GOVT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GOVT activity?
"Buy" means an investor increased their reported position in GOVT compared to the prior reporting period. This reflects growing exposure to ISHARES US TREASURY BOND ETF (GOVT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GOVT increasing?
Institutional interest in GOVT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.