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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
OIA
301
Optimum Investment Advisors
Illinois
$1M +$2.43K +95 +0.2%
M&T Bank
302
M&T Bank
New York
$989K
MFA
303
Mayflower Financial Advisors
Massachusetts
$958K +$549K +21,425 +126%
OFG
304
OmniStar Financial Group
North Carolina
$931K +$11.8K +459 +1%
WJA
305
Willis Johnson & Associates
Texas
$924K -$56.1K -2,191 -6%
CAG
306
Csenge Advisory Group
Florida
$921K -$375K -14,632 -28%
RCM
307
Raleigh Capital Management
North Carolina
$900K +$41.2K +1,609 +5%
SG
308
StoneX Group
New York
$893K -$150K -5,856 -14%
Wealth Enhancement Advisory Services
309
Wealth Enhancement Advisory Services
Minnesota
$869K +$897K +35,034 New
PFA
310
Pinnacle Family Advisors
Missouri
$841K +$75.3K +2,942 +10%
ACP
311
Aveo Capital Partners
Colorado
$840K -$3.25K -127 -0.4%
RWIA
312
Roger Wittlin Investment Advisory
California
$815K +$1.49K +58 +0.2%
JWCA
313
J.W. Cole Advisors
Florida
$813K +$98.8K +3,859 +13%
SAM
314
Strategic Asset Management
Minnesota
$811K +$8.55K +334 +1%
Citigroup
315
Citigroup
New York
$808K -$616K -24,067 -43%
BW
316
Bison Wealth
Georgia
$807K +$830K +32,408 New
CHAM
317
Clear Harbor Asset Management
Connecticut
$805K +$102K +3,990 +14%
Principal Financial Group
318
Principal Financial Group
Iowa
$800K +$564K +22,042 +219%
TA
319
TrueWealth Advisors
Alabama
$787K
CIAS
320
CFS Investment Advisory Services
New Jersey
$768K +$470M +18,366,939 +2,383%
SI
321
Stephens Inc
Arkansas
$764K -$15.2K -593 -2%
PFG
322
Pacific Financial Group
Washington
$753K +$69.2K +2,704 +10%
SMFG
323
Sumitomo Mitsui Financial Group
Japan
$753K +$652K +25,467 +561%
FPAS
324
Focus Partners Advisor Solutions
Missouri
$746K +$767K +29,949 New
BWM
325
Baystate Wealth Management
Massachusetts
$744K -$127K -4,943 -14%

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.