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iShares US Treasury Bond ETF

504 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 206 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 46

51% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 136

15% more funds holding in top 10

Funds holding in top 10: 7283 (+11)

14% more funds holding

Funds holding: 443504 (+61)

3% less capital invested

Capital invested by funds: $13.7B → $13.3B (-$436M)

1.33% less ownership

Funds ownership: 92.8%91.47% (-1.3%)

Holders
504
Holders Change
+61
Holders Change %
+13.77%
% of All Funds
8.92%
Holding in Top 10
83
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.28%
% of All Funds
1.47%
New
114
Increased
206
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Atticus Wealth Management
Florida
$1.46M +$6.07K +220 +0.4%
RCG
227
Rock Creek Group
District of Columbia
$1.45M
AHSSHC
228
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.44M +$41.4K +1,500 +3%
MC
229
Moors & Cabot
Massachusetts
$1.39M -$116K -4,193 -8%
MCC
230
Money Concepts Capital
Florida
$1.39M +$1.41M +51,034 New
GCMG
231
Gyroscope Capital Management Group
Florida
$1.38M -$117K -4,236 -8%
OFG
232
OmniStar Financial Group
North Carolina
$1.38M +$150K +5,428 +12%
WWM
233
WJ Wealth Management
Arizona
$1.36M -$759K -27,525 -36%
AL
234
ADE LLC
Maryland
$1.34M +$1.36M +49,341 New
SC
235
Scotia Capital
Ontario, Canada
$1.34M +$73.9K +2,680 +6%
Cerity Partners
236
Cerity Partners
New York
$1.33M +$1.35M +48,858 New
MYIA
237
Mount Yale Investment Advisors
Colorado
$1.33M -$18.3K -665 -1%
BWM
238
Birchcreek Wealth Management
Ohio
$1.3M +$1.31M +47,593 New
LA
239
LexAurum Advisors
Kansas
$1.29M +$461K +16,718 +54%
PWM
240
Perigon Wealth Management
California
$1.27M +$630K +22,852 +97%
WJA
241
Willis Johnson & Associates
Texas
$1.27M +$1.28M +46,466 New
FCA
242
FinTrust Capital Advisors
South Carolina
$1.2M +$42K +1,522 +4%
RJT
243
Raymond James Trust
Florida
$1.2M -$22.9K -829 -2%
PWP
244
Principle Wealth Partners
Connecticut
$1.19M +$1.2M +43,526 New
SWA
245
SFMG Wealth Advisors
Texas
$1.17M -$154K -5,580 -12%
AFP
246
Ausdal Financial Partners
Iowa
$1.13M +$464K +16,803 +68%
FHC
247
First Heartland Consultants
Missouri
$1.12M +$23.6K +857 +2%
OIA
248
Optimum Investment Advisors
Illinois
$1.08M +$5.21K +189 +0.5%
EWMCB
249
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.06M
FNBOSM
250
First National Bank of South Miami
Florida
$1.04M +$122K +4,423 +13%

GOVT Hedge Fund Activity: Q4 2020 in Review

504 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2020, worth a combined $13.3B — down 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GOVT positions and 46 closed out — a net gain of 68 holders — while 206 added to existing stakes and 136 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Jordan Park Group, exiting entirely with an estimated $356M sold.

  • 504 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2020, up from 443 in Q3 2020.
  • Funds reported $13.3B of iShares US Treasury Bond ETF stock for Q4 2020, down 3.2% quarter-over-quarter.
  • 114 funds opened new iShares US Treasury Bond ETF positions in Q4 2020 and 46 closed out, a net change of +68 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $174M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2020 was Jordan Park Group, an estimated $356M sold.

Based on aggregated 13F filings for Q4 2020.