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iShares US Treasury Bond ETF

656 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 293 increasing their positions, 211 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

39% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 211

8% more funds holding in top 10

Funds holding in top 10: 6671 (+5)

6% more capital invested

Capital invested by funds: $24.4B → $25.9B (+$1.49B)

4% more funds holding

Funds holding: 629656 (+27)

1.04% less ownership

Funds ownership: 95.39%94.35% (-1%)

89% less call options, than puts

Call options by funds: $676K | Put options by funds: $5.89M

Holders
656
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
10.3%
Holding in Top 10
71
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.58%
% of All Funds
1.11%
New
85
Increased
293
Reduced
211
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Change in
Stake
IDA
301
Intelligence Driven Advisers
California
$1.36M -$12.7M -548,155 -90%
IA
302
IFP Advisors
Florida
$1.31M -$140K -6,022 -10%
TA
303
TFB Advisors
Kansas
$1.28M +$257K +11,096 +25%
GVAG
304
Great Valley Advisor Group
Delaware
$1.27M -$28.1K -1,210 -2%
SFS
305
Sowell Financial Services
Arkansas
$1.27M -$25.3K -1,091 -2%
EH
306
Equitable Holdings
New York
$1.25M +$240K +10,328 +23%
FTS
307
Fifth Third Securities
Ohio
$1.24M +$48.7K +2,100 +4%
HIM
308
Hanlon Investment Management
New Jersey
$1.24M +$159K +6,843 +14%
Citigroup
309
Citigroup
New York
$1.24M +$207K +8,927 +20%
CFG
310
Citizens Financial Group
Rhode Island
$1.23M -$11.2K -483 -0.9%
AG
311
Ascent Group
Virginia
$1.21M +$100K +4,327 +9%
PPW
312
Parcion Private Wealth
Washington
$1.19M -$65K -2,804 -5%
FHC
313
First Heartland Consultants
Missouri
$1.18M +$64.1K +2,762 +6%
CA
314
Continuum Advisory
Idaho
$1.17M +$18.6K +803 +2%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M -$670K -28,888 -36%
IAN
316
Integrated Advisors Network
Texas
$1.15M -$24.7K -1,063 -2%
WP
317
WealthPLAN Partners
Nebraska
$1.15M -$186K -8,037 -14%
FCA
318
FinTrust Capital Advisors
South Carolina
$1.14M
TWC
319
TD Waterhouse Canada
Ontario, Canada
$1.11M +$33.9K +1,463 +4%
SPI
320
Sutton Place Investors
New York
$1.11M -$53.8K -2,318 -5%
RJT
321
Raymond James Trust
Florida
$1.1M +$308K +13,262 +38%
SMI
322
Shelter Mutual Insurance
Missouri
$1.1M +$1.11M +48,000 New
SPC
323
Sigma Planning Corp
Michigan
$1.1M +$182K +7,843 +20%
Wealthfront Advisers
324
Wealthfront Advisers
California
$1.08M -$72K -3,103 -6%
CWA
325
Clearview Wealth Advisors
Oregon
$1.07M +$224K +9,639 +26%

GOVT Hedge Fund Activity: Q2 2023 in Review

656 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2023, worth a combined $25.9B — up 6.1% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 54 closed out — a net gain of 31 holders — while 293 added to existing stakes and 211 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $309M. The largest seller was Miracle Mile Advisors, cutting an estimated $39.5M.

  • 656 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2023, up from 629 in Q1 2023.
  • Funds reported $25.9B of iShares US Treasury Bond ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2023 and 54 closed out, a net change of +31 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2023 was PNC Financial Services Group, an estimated $309M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2023 was Miracle Mile Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2023.