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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
SWP
251
Stratos Wealth Partners
Ohio
$1.04M -$3.49M -126,661 -77%
Principal Financial Group
252
Principal Financial Group
Iowa
$1.03M +$181K +6,562 +21%
SWMG
253
Strategic Wealth Management Group
Maryland
$1.02M
GSWM
254
Golden State Wealth Management
California
$1.02M +$391K +14,188 +61%
LFA
255
Lighthouse Financial Advisors
Maryland
$987K -$37.7K -1,365 -4%
CIP
256
Capital Insight Partners
Arizona
$975K
SFG
257
Summit Financial Group
West Virginia
$961K
TPWA
258
TRUE Private Wealth Advisors
Oregon
$956K -$872K -31,612 -47%
OWA
259
One Wealth Advisors
California
$955K +$764K +27,680 +374%
LA
260
LVW Advisors
New York
$949K +$18.8K +680 +2%
ACA
261
Aptus Capital Advisors
Alabama
$939K +$277K +10,036 +41%
JWCA
262
J.W. Cole Advisors
Florida
$936K -$248K -8,980 -21%
FHA
263
First Horizon Advisors
Tennessee
$912K +$247K +8,945 +36%
SAS
264
Stelac Advisory Services
New York
$909K +$10.3K +375 +1%
LK
265
Lumbard & Kellner
New Hampshire
$904K +$916K +33,194 New
CWP
266
Concord Wealth Partners
Virginia
$899K +$910K +32,988 New
VVP
267
Venture Visionary Partners
Ohio
$875K -$3.31K -120 -0.4%
WP
268
WealthPLAN Partners
Nebraska
$865K +$239K +8,681 +37%
PTC
269
Private Trust Company
Ohio
$862K -$39.4K -1,429 -4%
TPA
270
Trivium Point Advisory
Connecticut
$857K +$510K +18,503 +141%
KPWS
271
Kestra Private Wealth Services
Texas
$841K +$53.3K +1,931 +7%
APW
272
Aurora Private Wealth
New Jersey
$836K +$7.83K +284 +0.9%
CFA
273
Carroll Financial Associates
North Carolina
$835K +$117K +4,239 +16%
CAN
274
Claraphi Advisory Network
United States
$823K +$133K +4,837 +19%
SGCA
275
Steel Grove Capital Advisors
Tennessee
$820K -$1.9M -68,721 -70%

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.