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iShares US Treasury Bond ETF

278 hedge funds and large institutions have $11.5B invested in iShares US Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 146 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 50

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

71% more funds holding in top 10

Funds holding in top 10: 2136 (+15)

39% more capital invested

Capital invested by funds: $8.28B → $11.5B (+$3.23B)

14% more funds holding

Funds holding: 244278 (+34)

3% more ownership

Funds ownership: 95.91%98.91% (+3%)

Holders
278
Holders Change
+34
Holders Change %
+13.93%
% of All Funds
6.04%
Holding in Top 10
36
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+71.43%
% of All Funds
0.78%
New
60
Increased
146
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
226
Squar Milner Financial Services
California
$99K -$169K -6,657 -64%
FPB
227
First PREMIER Bank
South Dakota
$99K
TFA
228
Transamerica Financial Advisors
Florida
$96K +$93.8K +3,705 New
VFA
229
Valeo Financial Advisors
Indiana
$86K +$84.2K +3,325 New
OAM
230
Oppenheimer Asset Management
New York
$85K -$6.15K -243 -7%
PCM
231
Penserra Capital Management
California
$83K +$82.1K +3,241 New
PCG
232
Private Capital Group
Connecticut
$82K -$544K -21,503 -87%
Citigroup
233
Citigroup
New York
$64K
LDFR
234
Lehman & Derafelo Financial Resources
Pennsylvania
$62K +$60.3K +2,383 +7,687%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$57K -$84.4K -3,333 -60%
JCM
236
Jacobi Capital Management
Pennsylvania
$49K -$9.65K -381 -17%
APA
237
American Portfolios Advisors
New York
$48.4K +$11K +433 +30%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$42K
GI
239
Gradient Investments
Minnesota
$31K +$24.9K +985 +458%
SIS
240
Sound Income Strategies
Florida
$30K -$33.1K -1,308 -53%
JGIA
241
Jackson Grant Investment Advisers
Connecticut
$30K +$152 +6 +0.5%
BAM
242
Barrett Asset Management
New York
$28K
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.1K +$26.6K +1,050 New
LWA
244
Lenox Wealth Advisors
New York
$27K -$32.6K -1,289 -55%
BBA
245
Braun-Bostich & Associates
Pennsylvania
$25K -$82.8K -3,272 -77%
CDIA
246
Capital Directions Investment Advisors
Georgia
$24K +$23.4K +926 New
TC
247
Truvestments Capital
Florida
$22K -$6.18K -244 -22%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$20K
GWMIA
249
Global Wealth Management Investment Advisory
Florida
$19K +$18.6K +736 New
BFEC
250
Benjamin F. Edwards & Company
Missouri
$18K +$18K +712 New

GOVT Hedge Fund Activity: Q2 2019 in Review

278 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2019, worth a combined $11.5B — up 39% from $8.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GOVT positions and 24 closed out — a net gain of 36 holders — while 146 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $961M. The largest seller was UBS Group, cutting an estimated $306M.

  • 278 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2019, up from 244 in Q1 2019.
  • Funds reported $11.5B of iShares US Treasury Bond ETF stock for Q2 2019, up 39% quarter-over-quarter.
  • 60 funds opened new iShares US Treasury Bond ETF positions in Q2 2019 and 24 closed out, a net change of +36 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2019 was Fidelity Investments, an estimated $961M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2019 was UBS Group, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2019.