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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Bank Of America Corp, Envestnet Asset Management Inc, Ameriprise Financial Inc, and Hirtle & Co., Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+13,304,992+8.6%167,199,210$3.81BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+617,450+7.8%8,583,212$195.53MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+615+27.0%2,893$65.90KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+172,399+26.4%825,593$18.81MQ2 2026Sep 09, 2026
1607 Capital Partners, LlcSell-1,109,950-32.6%2,295,222$52.29MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+279+8.6%3,532$80.46KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-85-54.5%71$1.62KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-2,762-5.9%44,415$1.01MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+155,381+80.7%347,838$7.92MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+11,725+23.6%61,341$1.40MQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcSell-2,480-10.1%22,057$502.46KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+34+23.0%182$4.15KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+2,886+3.3%91,667$2.09MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+198,039+2.0%10,130,922$230.62MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+124,820+9.5%1,438,410$32.77MQ2 2026Aug 17, 2026
Blue Edge Capital, LlcBuy+99,822—99,822$2.27MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+74,758—74,758$1.70MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Sell-24,707-33.2%49,755$1.13MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+15,837+52.6%45,917$1.05MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+13,863+15.5%103,347$2.35MQ2 2026Aug 17, 2026
Atlasmark Financial, IncSell-6,700-5.1%125,947$2.87MQ2 2026Aug 17, 2026
Brasada Capital Management, LpSell-5,831-22.6%19,947$454.39KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+1,403—1,403$31.96KQ2 2026Aug 17, 2026
Km Capital Management Ltd.Sell-735-4.5%15,618$355.78KQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncBuy+26,757,919+104.8%52,278,440$1.19BQ2 2026Aug 14, 2026
Bank Of America CorpBuy+13,825,456+2.9%488,595,396$11.13BQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+10,613,855—10,613,855$242.94MQ2 2026Aug 14, 2026
Hirtle & Co., LlcSell-5,055,103-90.2%546,775$12.46MQ2 2026Aug 14, 2026
Nomura Asset Management International Inc.Buy+2,997,140+516.0%3,577,996$81.51MQ2 2026Aug 14, 2026
Itau Unibanco Holding S.A.Sell-2,643,398-86.4%415,293$9.46MQ2 2026Aug 14, 2026
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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.

GOVT Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet