We are live on ! Find out more
GOVT icon

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
RCAG
301
Rehmann Capital Advisory Group
Michigan
$638K -$33K -1,196 -5%
APC
302
Aspire Private Capital
North Carolina
$625K +$136K +4,939 +27%
BFA
303
Beacon Financial Advisory
Ohio
$608K +$84.3K +3,055 +16%
LI
304
LVZ Inc
Michigan
$604K +$85.1K +3,084 +16%
ACP
305
Aveo Capital Partners
Colorado
$591K -$218K -7,901 -27%
DAS
306
Dynamic Advisor Solutions
Arizona
$586K -$86.5K -3,135 -13%
Lido Advisors
307
Lido Advisors
California
$580K +$68.4K +2,479 +13%
EL
308
EQ LLC
Washington
$562K +$569K +20,632 New
WS
309
Wedbush Securities
California
$557K +$14K +509 +3%
HR
310
Hayden Royal
North Carolina
$557K +$78.6K +2,849 +16%
IA
311
IFG Advisory
Georgia
$551K +$31K +1,125 +6%
SIA
312
Soltis Investment Advisors
Utah
$548K +$55 +2 +0%
APA
313
American Portfolios Advisors
New York
$545K -$223K -8,096 -29%
KCA
314
Karn Couzens & Associates
Connecticut
$535K +$542K +19,641 New
William Blair & Company
315
William Blair & Company
Illinois
$533K -$132K -4,767 -20%
Mariner
316
Mariner
Kansas
$527K +$209K +7,575 +64%
IAN
317
Integrated Advisors Network
Texas
$522K -$72K -2,610 -12%
FAIM
318
Financial Advocates Investment Management
Washington
$521K -$2M -72,550 -80%
COCM
319
Charter Oak Capital Management
New Hampshire
$511K +$517K +18,752 New
MIM
320
Moseley Investment Management
Florida
$508K -$524 -19 -0.1%
SPI
321
Santori & Peters Inc
Pennsylvania
$501K +$511K +18,523 New
Mirae Asset Global Investments
322
Mirae Asset Global Investments
South Korea
$499K +$506K +18,328 New
AA
323
Ancora Advisors
Ohio
$495K +$19.7K +714 +4%
HIMC
324
Heritage Investors Management Corp
Maryland
$494K
RW
325
Rede Wealth
Virginia
$494K +$500K +18,138 New

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.