We are live on ! Find out more
GOVT icon

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
FHA
301
First Horizon Advisors
Tennessee
$361K
RP
302
Rowlandmiller & Partners
Georgia
$354K +$339K +12,638 New
TRCT
303
Tower Research Capital (TRC)
New York
$326K +$312K +11,642 New
EDRH
304
Edmond de Rothschild Holding
Switzerland
$324K -$2.63M -98,059 -89%
HCM
305
Hudson Capital Management
New Jersey
$321K +$307K +11,450 New
WC
306
Whitney & Co
New York
$313K
GIA
307
Gladstone Institutional Advisory
Florida
$302K +$289K +10,771 New
KWM
308
Kingsview Wealth Management
Oregon
$301K +$289K +10,764 New
TA
309
Tiedemann Advisors
New York
$280K +$268K +9,998 New
ANTB
310
AMG National Trust Bank
Colorado
$275K +$263K +9,820 New
PK
311
Pflug Koory
Nebraska
$271K
DRS
312
Deane Retirement Strategies
Louisiana
$268K +$9.79K +365 +4%
SWM
313
Sugarloaf Wealth Management
Georgia
$259K +$36K +1,343 +17%
AW
314
ACG Wealth
Georgia
$257K -$26.2K -975 -10%
TCA
315
Transcend Capital Advisors
New Jersey
$254K +$243K +9,067 New
SCM
316
Seascape Capital Management
New Hampshire
$253K
FFN
317
Focus Financial Network
Minnesota
$246K -$1.18K -44 -0.5%
WCG
318
Weaver Consulting Group
California
$244K -$68.7K -2,559 -23%
BFA
319
Beaumont Financial Advisors
Massachusetts
$239K -$66.4K -2,475 -22%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$238K +$126K +4,682 +123%
Creative Planning
321
Creative Planning
Kansas
$233K +$4.7K +175 +2%
FHA
322
Flagship Harbor Advisors
Massachusetts
$231K -$131K -4,901 -37%
BC
323
Brinker Capital
Pennsylvania
$231K +$221K +8,245 New
TSS
324
Two Sigma Securities
New York
$222K +$212K +7,911 New
KM
325
Kalos Management
Georgia
$221K -$216K -8,057 -50%

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.