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iShares US Treasury Bond ETF

579 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 274 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 168

1.15% more ownership

Funds ownership: 96.05%97.2% (+1.1%)

0% more capital invested

Capital invested by funds: $15.7B → $15.7B (+$56.9M)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

2% less funds holding

Funds holding: 593579 (-14)

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

Holders
579
Holders Change
-14
Holders Change %
-2.36%
% of All Funds
9.13%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.25%
New
68
Increased
274
Reduced
168
Closed
72
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
FPOC
276
Financial Planners of Cleveland
Ohio
$1.34M +$1.38M +53,928 New
HIM
277
Hanlon Investment Management
New Jersey
$1.32M +$304K +11,871 +29%
APA
278
American Portfolios Advisors
New York
$1.3M +$133K +5,180 +11%
SWP
279
Stratos Wealth Partners
Ohio
$1.29M +$276K +10,776 +26%
CCG
280
Capital CS Group
California
$1.24M +$148K +5,769 +13%
BIP
281
Blueprint Investment Partners
North Carolina
$1.23M -$198K -7,714 -14%
WB
282
WesBanco Bank
West Virginia
$1.23M +$10.2K +398 +0.8%
CA
283
CoreCap Advisors
Michigan
$1.23M -$196K -7,658 -13%
OLVIG
284
Oliver Lagore Vanvalin Investment Group
Michigan
$1.22M -$8.12M -316,917 -87%
TSS
285
Two Sigma Securities
New York
$1.17M +$364K +14,222 +43%
SA
286
Scarborough Advisors
Maryland
$1.16M +$1.2M +46,742 New
APC
287
Aspire Private Capital
North Carolina
$1.15M +$22.7K +887 +2%
SWG
288
Summit Wealth Group
Vermont
$1.15M +$68.7K +2,684 +6%
FMWA
289
Forvis Mazars Wealth Advisors
Missouri
$1.14M -$48.6K -1,896 -4%
Cerity Partners
290
Cerity Partners
New York
$1.13M +$7.14K +279 +0.6%
DAS
291
Dynamic Advisor Solutions
Arizona
$1.11M +$757K +29,559 +197%
IA
292
IFG Advisory
Georgia
$1.08M -$260K -10,158 -19%
PP
293
Prudential plc
United Kingdom
$1.07M +$1.1M +43,000 New
LA
294
LexAurum Advisors
Kansas
$1.06M +$23.5K +919 +2%
WIP
295
WealthCare Investment Partners
Rhode Island
$1.05M +$288K +11,235 +35%
PTC
296
Private Trust Company
Ohio
$1.04M +$81.6K +3,185 +8%
FCA
297
FinTrust Capital Advisors
South Carolina
$1.03M +$116K +4,535 +12%
RJT
298
Raymond James Trust
Florida
$1.01M -$113K -4,423 -10%
SPWM
299
Spartan Planning & Wealth Management
North Carolina
$1M +$1.03M +40,359 New
FW
300
FirstPurpose Wealth
Utah
$1M +$254K +9,918 +33%

GOVT Hedge Fund Activity: Q1 2022 in Review

579 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2022, worth a combined $15.7B — up 0.36% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GOVT and 68 opened new positions — a net loss of 4 holders — while 168 trimmed existing stakes and 274 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 579 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2022, down from 593 in Q4 2021.
  • Funds reported $15.7B of iShares US Treasury Bond ETF stock for Q1 2022, up 0.36% quarter-over-quarter.
  • 68 funds opened new iShares US Treasury Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $470M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2022.