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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
APA
276
American Portfolios Advisors
New York
$483K +$262K +9,783 +131%
PWMG
277
Prestige Wealth Management Group
New Jersey
$475K +$228K +8,500 +100%
ACP
278
Aveo Capital Partners
Colorado
$472K -$74.2K -2,766 -14%
SAM
279
Strategy Asset Managers
California
$471K -$53.9K -2,009 -11%
DAM
280
Delta Asset Management
Tennessee
$451K
HTC
281
Haverford Trust Company
Pennsylvania
$443K
AFAS
282
Acorn Financial Advisory Services
Virginia
$437K -$68.5K -2,554 -14%
KP
283
Keel Point
Alabama
$423K +$405K +15,093 New
WPA
284
West Paces Advisors
Georgia
$422K -$210K -7,834 -34%
Franklin Resources
285
Franklin Resources
California
$416K -$1.82M -67,981 -82%
Comerica Bank
286
Comerica Bank
Texas
$416K -$8.88K -331 -2%
WP
287
WealthPLAN Partners
Nebraska
$410K -$380K -14,159 -49%
1WA
288
180 Wealth Advisors
Washington
$407K -$61.7K -2,298 -14%
GSWM
289
Golden State Wealth Management
California
$406K +$389K +14,486 New
EP
290
Eudaimonia Partners
Tennessee
$405K -$470K -17,521 -55%
WA
291
Waverly Advisors
Alabama
$395K
BFA
292
Beacon Financial Advisory
Ohio
$394K +$378K +14,079 New
PFPT
293
Pinnacle Financial Partners (Tennessee)
Tennessee
$389K
ACA
294
Aptus Capital Advisors
Alabama
$389K +$373K +13,905 New
William Blair & Company
295
William Blair & Company
Illinois
$384K +$126K +4,710 +52%
RWM
296
Ritholtz Wealth Management
New York
$382K -$132K -4,917 -27%
LI
297
LVZ Inc
Michigan
$380K -$8.32K -310 -2%
FPB
298
First PREMIER Bank
South Dakota
$368K +$10.3K +385 +3%
SFG
299
StrategIQ Financial Group
Indiana
$364K -$2.9M -108,122 -89%
LA
300
LexAurum Advisors
Kansas
$363K -$4.19K -156 -1%

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.