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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
Lido Advisors
251
Lido Advisors
California
$674K +$82.2K +3,065 +15%
FNBOSM
252
First National Bank of South Miami
Florida
$672K -$32.9K -1,226 -5%
TC
253
Telemus Capital
Michigan
$663K +$636K +23,687 New
MIM
254
Moseley Investment Management
Florida
$661K -$71.3K -2,657 -10%
WWM
255
Windsor Wealth Management
Indiana
$656K +$628K +23,408 New
APC
256
Aspire Private Capital
North Carolina
$654K -$156K -5,801 -20%
FWP
257
FAS Wealth Partners
Kansas
$630K +$20.3K +757 +3%
WWM
258
Western Wealth Management
Colorado
$628K +$373K +13,907 +164%
SL
259
Savior LLC
Massachusetts
$625K -$1.82K -68 -0.3%
BEI
260
Benjamin Edwards Inc
Missouri
$617K +$591K +22,017 New
IFG
261
Independent Financial Group
California
$610K +$585K +21,785 New
CAG
262
Csenge Advisory Group
Florida
$603K -$54.3K -2,024 -9%
WS
263
Wedbush Securities
California
$596K +$571K +21,289 New
LWM
264
Lenox Wealth Management
Ohio
$591K -$16.1K -601 -3%
PA
265
Procyon Advisors
Connecticut
$558K +$535K +19,925 New
IA
266
IFG Advisory
Georgia
$557K +$231K +8,612 +76%
PTC
267
Private Trust Company
Ohio
$549K -$31K -1,156 -6%
9WM
268
9258 Wealth Management
Ohio
$548K +$64.8K +2,414 +14%
SIA
269
Soltis Investment Advisors
Utah
$542K -$73.5K -2,738 -12%
SC
270
Stolper & Co
Oklahoma
$531K +$509K +18,962 New
WIA
271
World Investment Advisors
California
$521K -$94.7K -3,529 -16%
TPA
272
Trivium Point Advisory
Connecticut
$519K -$337K -12,550 -40%
HIMC
273
Heritage Investors Management Corp
Maryland
$507K
NWM
274
Northwest Wealth Management
Iowa
$504K +$219K +8,166 +83%
Mariner
275
Mariner
Kansas
$494K +$86.8K +3,234 +22%

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.