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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
CWM
326
Cahaba Wealth Management
Georgia
$741K +$77.9K +3,041 +11%
AG
327
Ascent Group
Virginia
$734K +$59K +2,304 +8%
WA
328
WBH Advisory
Maryland
$731K +$772K +30,161 New
SFP
329
Sterling Financial Planning
New Jersey
$716K +$1.41K +55 +0.2%
HF
330
HRT Financial
New York
$699K +$719K +28,068 New
TWM
331
Trinity Wealth Management
Pennsylvania
$697K -$16.5K -646 -2%
SCFS
332
S.C. Financial Services
Arizona
$669K -$69.9K -2,728 -9%
BFA
333
Beacon Financial Advisory
Ohio
$669K +$3.43K +134 +0.5%
LF
334
LifeSteps Financial
California
$669K +$688K +26,871 New
EAM
335
Empirical Asset Management
Massachusetts
$660K +$15.6K +608 +2%
COCM
336
Charter Oak Capital Management
New Hampshire
$657K +$5.68K +222 +0.8%
AWS
337
AJ Wealth Strategies
New York
$656K +$1.2K +47 +0.2%
FHA
338
Flagship Harbor Advisors
Massachusetts
$655K -$51.9K -2,026 -7%
AA
339
Ancora Advisors
Ohio
$655K +$18.3K +713 +3%
VCP
340
Verus Capital Partners
Arizona
$646K +$664K +25,944 New
SFG
341
Summit Financial Group
West Virginia
$642K +$1.46K +57 +0.2%
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$642K +$48.1K +1,879 +8%
Millennium Management
343
Millennium Management
New York
$635K -$1.07M -41,971 -62%
National Bank of Canada
344
National Bank of Canada
Quebec, Canada
$632K -$45.5K -1,777 -7%
ICMP
345
Integrated Capital Management (Pennsylvania)
Pennsylvania
$632K +$127K +4,960 +24%
BA
346
Bellwether Advisors
Nebraska
$631K -$23.2K -905 -3%
FT
347
Fiduciary Trust
Massachusetts
$627K
NWM
348
Northwest Wealth Management
Iowa
$624K -$34.1K -1,332 -5%
PPW
349
Pinnacle Private Wealth
Massachusetts
$620K +$637K +24,882 New
Bank Julius Baer & Co
350
Bank Julius Baer & Co
Switzerland
$618K -$19.5M -761,136 -97%

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.