We are live on ! Find out more
GOVT icon

iShares US Treasury Bond ETF
GOVT

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: 21 → 36 (+15)

39% more capital invested

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

14% more funds holding

Funds holding: 244 → 278 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$961M
2
Bank of America
Bank of America
North Carolina
+$684M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$550M
4
LPL Financial
LPL Financial
California
+$111M
5
BlackRock
BlackRock
New York
+$101M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$306M
2
JP Morgan Chase
JP Morgan Chase
New York
-$27.5M
3
FI
FormulaFolio Investments
Michigan
-$14.5M
4
DRS
Deane Retirement Strategies
Louisiana
-$12.8M
5
SB
Suntrust Banks
Georgia
-$5.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
251
Peoples Financial Services Corp
Pennsylvania
$16K – – –
ME
252
McIlrath & Eck
Washington
$15K – – –
TFGT
253
TS Financial Group (TSFG)
Illinois
$15K +$3.57K +141 +31%
ACS
254
Archford Capital Strategies
Illinois
$15K +$14.9K +590 New
PB
255
Pinnacle Bancorp
Nebraska
$12K – – –
First Manhattan
256
First Manhattan
New York
$11K +$11.5K +453 New
AIC
257
Archer Investment Corporation
Indiana
$10K +$10.1K +398 New
PFO
258
Pathstone Family Office
New Jersey
$9K -$255K -10,055 -97%
IRC
259
Investors Research Corp
Georgia
$8K +$8.3K +328 New
MCM
260
McMillion Capital Management
North Carolina
$7K +$6.43K +254 New
LWCFA
261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$6K +$6.03K +238 New
JFA
263
JNBA Financial Advisors
Minnesota
$5K – – –
RAM
264
Riggs Asset Management
Pennsylvania
$4K – – –
RFM
265
Royal Fund Management
Florida
$4K +$4.23K +167 New
APSP
266
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$1.01K +40 +118%
RWA
267
Redhawk Wealth Advisors
Minnesota
$2K +$1.54K +61 New
RIA
268
Realta Investment Advisors
Delaware
$2K +$1.65K +65 +500%
AIM
269
Anchor Investment Management
South Carolina
$1.06K +$1.04K +41 New
TPWA
270
TRUE Private Wealth Advisors
Oregon
$1K +$1.14K +45 New
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
– -$1.07M -42,397 Closed
EWMCB
272
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$702K -27,805 Closed
SAS
273
Sage Advisory Services
Texas
– -$534K -21,185 Closed
CMP
274
Courage Miller Partners
Virginia
– -$363K -14,404 Closed
Koshinski Asset Management
275
Koshinski Asset Management
Illinois
– -$351 -13,917 Closed
8 9 10
11
12

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.