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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
AWA
351
Arete Wealth Advisors
Illinois
$600K -$141K -5,508 -19%
WAL
352
W Advisors LLC
Tennessee
$600K -$110K -4,278 -15%
SAM
353
Strategy Asset Managers
California
$598K +$615K +23,995 New
VVP
354
Venture Visionary Partners
Ohio
$591K -$25.9K -1,011 -4%
IA
355
Insight Advisors
Pennsylvania
$590K -$268K -10,459 -31%
TC
356
Truvestments Capital
Florida
$569K -$71.5K -2,792 -11%
EWA
357
EverSource Wealth Advisors
Alabama
$565K +$206K +8,042 +55%
KWM
358
Keebeck Wealth Management
Illinois
$559K +$574K +22,427 New
HTC
359
Haverford Trust Company
Pennsylvania
$555K +$121K +4,711 +27%
KWM
360
Kingsview Wealth Management
Oregon
$545K -$30.9K -1,208 -5%
AFP
361
Ausdal Financial Partners
Iowa
$542K +$25.5K +997 +5%
BWM
362
BCGM Wealth Management
Indiana
$537K -$69K -2,693 -11%
SFG
363
Sovereign Financial Group
Connecticut
$533K -$1.59K -62 -0.3%
KCA
364
Karn Couzens & Associates
Connecticut
$527K -$5.28K -206 -1%
SCA
365
Scott Capital Advisors
Oregon
$507K +$521K +20,342 New
KPWS
366
Kestra Private Wealth Services
Texas
$506K -$192K -7,501 -27%
AAS
367
Ameritas Advisory Services
Nebraska
$502K -$136K -5,318 -21%
FF
368
FourThought Financial
Florida
$501K +$168K +6,550 +48%
IAN
369
Integrated Advisors Network
Texas
$500K -$1.49K -58 -0.3%
WWM
370
Western Wealth Management
Colorado
$496K -$555K -21,674 -52%
SWM
371
Selective Wealth Management
Virginia
$485K -$167K -6,503 -25%
WF
372
Wayfinding Financial
Washington
$481K +$120K +4,690 +30%
PIA
373
Perennial Investment Advisors
California
$479K +$495K +19,315 New
CIP
374
Capital Insight Partners
Arizona
$477K -$169K -6,594 -26%
RFN
375
RDA Financial Network
Iowa
$477K +$142K +5,531 +41%

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.