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iShares US Treasury Bond ETF

409 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 82 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 44

40% more funds holding in top 10

Funds holding in top 10: 6084 (+24)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

8% more funds holding

Funds holding: 377409 (+32)

2% more capital invested

Capital invested by funds: $14.8B → $15.1B (+$290M)

3.69% less ownership

Funds ownership: 94.94%91.25% (-3.7%)

Holders
409
Holders Change
+32
Holders Change %
+8.49%
% of All Funds
9.01%
Holding in Top 10
84
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+40%
% of All Funds
1.85%
New
82
Increased
160
Reduced
131
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
226
Hanlon Investment Management
New Jersey
$1.05M -$69.4K -2,587 -6%
SFG
227
Summit Financial Group
West Virginia
$1.03M
MYIA
228
Mount Yale Investment Advisors
Colorado
$1.03M +$211K +7,848 +27%
DAS
229
Dynamic Advisor Solutions
Arizona
$1.03M -$251K -9,354 -20%
CGA
230
Crescent Grove Advisors
Illinois
$987K -$152K -5,670 -14%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$978K +$452K +16,856 +93%
VA
232
Valmark Advisers
Ohio
$960K +$479K +17,864 +109%
SG
233
StoneX Group
New York
$959K +$353K +13,154 +62%
SI
234
Stephens Inc
Arkansas
$948K +$376K +14,002 +71%
FTI
235
Fiduciary Trust International
Massachusetts
$936K
PC
236
Peavine Capital
Nevada
$932K -$297K -11,057 -25%
PCIA
237
Prime Capital Investment Advisors
Kansas
$903K -$5.71M -212,696 -87%
M&T Bank
238
M&T Bank
New York
$899K +$861K +32,087 New
OWA
239
One Wealth Advisors
California
$868K +$831K +30,974 New
SC
240
Scotia Capital
Ontario, Canada
$865K -$16.7K -623 -2%
IWM
241
IHT Wealth Management
Illinois
$855K +$211K +7,867 +35%
Principal Financial Group
242
Principal Financial Group
Iowa
$817K +$70.4K +2,623 +10%
GRP
243
Global Retirement Partners
California
$782K -$21.3K -793 -3%
Citigroup
244
Citigroup
New York
$762K +$557K +20,756 +322%
CA
245
Continuum Advisory
Idaho
$759K +$249K +9,263 +52%
HH
246
Hilltop Holdings
Texas
$729K -$167K -6,217 -19%
WC
247
Waterloo Capital
Texas
$723K +$693K +25,815 New
DP
248
Dearborn Partners
Illinois
$701K +$671K +25,023 New
SWM
249
SigFig Wealth Management
California
$691K +$662K +24,670 New
TC
250
Truvestments Capital
Florida
$675K +$647K +24,118 New

GOVT Hedge Fund Activity: Q1 2020 in Review

409 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2020, worth a combined $15.1B — up 2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GOVT positions and 44 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $752M. The largest seller was Bank of America, cutting an estimated $1.95B.

  • 409 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2020, up from 377 in Q4 2019.
  • Funds reported $15.1B of iShares US Treasury Bond ETF stock for Q1 2020, up 2% quarter-over-quarter.
  • 82 funds opened new iShares US Treasury Bond ETF positions in Q1 2020 and 44 closed out, a net change of +38 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $752M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2020.