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iShares US Treasury Bond ETF

656 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 293 increasing their positions, 211 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

39% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 211

8% more funds holding in top 10

Funds holding in top 10: 6671 (+5)

6% more capital invested

Capital invested by funds: $24.4B → $25.9B (+$1.49B)

4% more funds holding

Funds holding: 629656 (+27)

1.04% less ownership

Funds ownership: 95.39%94.35% (-1%)

89% less call options, than puts

Call options by funds: $676K | Put options by funds: $5.89M

Holders
656
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
10.3%
Holding in Top 10
71
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.58%
% of All Funds
1.11%
New
85
Increased
293
Reduced
211
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
226
MA Private Wealth
California
$3M -$46.1K -1,989 -1%
CL
227
Choreo LLC
Illinois
$2.99M -$60.5K -2,610 -2%
HSBC Holdings
228
HSBC Holdings
United Kingdom
$2.92M -$1.03M -44,566 -26%
SW
229
Simplicity Wealth
New Jersey
$2.85M +$1.6M +68,851 +124%
AFG
230
Altiora Financial Group
Ohio
$2.84M -$266K -11,455 -8%
Canada Life
231
Canada Life
Manitoba, Canada
$2.82M -$218K -9,396 -7%
TCMP
232
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.78M -$70.3K -3,029 -2%
CCM
233
Crabel Capital Management
California
$2.72M -$757K -32,622 -22%
FHA
234
First Horizon Advisors
Tennessee
$2.71M +$56.2K +2,425 +2%
ASN
235
Advisory Services Network
Georgia
$2.7M +$10.6K +457 +0.4%
Creative Planning
236
Creative Planning
Kansas
$2.7M +$2.74M +118,015 New
CIAS
237
Capital Investment Advisory Services
North Carolina
$2.67M +$64.5K +2,782 +2%
LA
238
LVW Advisors
New York
$2.63M +$2.67M +114,962 New
CWM
239
Certus Wealth Management
California
$2.6M +$2.63M +113,398 New
SCA
240
Snowden Capital Advisors
New York
$2.6M -$530K -22,845 -17%
FNWM
241
Financial Network Wealth Management
Utah
$2.53M -$1.52M -65,361 -37%
GRP
242
Global Retirement Partners
California
$2.5M +$230K +9,895 +10%
FPF
243
First Pacific Financial
Washington
$2.46M +$161K +6,944 +7%
SFC
244
Strategic Financial Concepts
Texas
$2.44M +$943K +40,647 +62%
WAS
245
Wealth Advisory Solutions
Indiana
$2.39M -$1.69K -73 -0.1%
IFA
246
Interactive Financial Advisors
Illinois
$2.38M +$2.41M +104,059 New
WIA
247
World Investment Advisors
California
$2.31M +$150K +6,480 +7%
Citadel Advisors
248
Citadel Advisors
Florida
$2.29M +$2.32M +99,927 New
MLA
249
My Legacy Advisors
Oregon
$2.22M +$386K +16,628 +21%
1WM
250
1900 Wealth Management
Texas
$2.18M +$41.4K +1,783 +2%

GOVT Hedge Fund Activity: Q2 2023 in Review

656 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2023, worth a combined $25.9B — up 6.1% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 54 closed out — a net gain of 31 holders — while 293 added to existing stakes and 211 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $309M. The largest seller was Miracle Mile Advisors, cutting an estimated $39.5M.

  • 656 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2023, up from 629 in Q1 2023.
  • Funds reported $25.9B of iShares US Treasury Bond ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2023 and 54 closed out, a net change of +31 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2023 was PNC Financial Services Group, an estimated $309M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2023 was Miracle Mile Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2023.