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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
ACM
351
Anfield Capital Management
California
$390K +$124K +4,505 +46%
PIA
352
Perennial Investment Advisors
California
$388K -$77.8K -2,820 -17%
PFPT
353
Pinnacle Financial Partners (Tennessee)
Tennessee
$379K -$75.4K -2,732 -16%
BWM
354
Baystate Wealth Management
Massachusetts
$379K +$145K +5,245 +61%
TC
355
Telemus Capital
Michigan
$375K -$95.5K -3,460 -20%
WPA
356
West Paces Advisors
Georgia
$361K
DRS
357
Deane Retirement Strategies
Louisiana
$358K -$70.3K -2,550 -16%
WCM
358
Wealthcare Capital Management
Virginia
$357K -$29.4K -1,067 -8%
RWM
359
Ritholtz Wealth Management
New York
$356K
AFAS
360
Acorn Financial Advisory Services
Virginia
$354K +$6.29K +228 +2%
GT
361
Greenleaf Trust
Michigan
$353K +$357K +12,955 New
GLA
362
Good Life Advisors
Pennsylvania
$352K +$59.8K +2,168 +20%
BFA
363
Beaumont Financial Advisors
Massachusetts
$348K +$352K +12,769 New
PCIA
364
Prime Capital Investment Advisors
Kansas
$347K -$224K -8,120 -39%
1WA
365
180 Wealth Advisors
Washington
$346K +$31.9K +1,155 +10%
WQ
366
Wealth Quarterback
New Jersey
$345K -$233K -8,436 -40%
UWM
367
Urban Wealth Management
California
$345K +$350K +12,676 New
RP
368
Rowlandmiller & Partners
Georgia
$344K
WWM
369
Western Wealth Management
Colorado
$341K -$658K -23,837 -66%
KM
370
Kalos Management
Georgia
$340K +$78.8K +2,857 +29%
OFG
371
OTA Financial Group
New York
$332K -$362K -13,116 -52%
GHA
372
GW Henssler & Associates
Georgia
$331K +$34.9K +1,266 +12%
TAM
373
Tucker Asset Management
Colorado
$323K +$327K +11,843 New
BF
374
BOK Financial
Oklahoma
$319K +$323K +11,723 New
PF
375
Phoenix Financial
Israel
$314K -$62.3K -2,258 -16%

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.