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iShares US Treasury Bond ETF

409 hedge funds and large institutions have $15.1B invested in iShares US Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 44

40% more funds holding in top 10

Funds holding in top 10: 6084 (+24)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

8% more funds holding

Funds holding: 377409 (+32)

2% more capital invested

Capital invested by funds: $14.8B → $15.1B (+$290M)

3.69% less ownership

Funds ownership: 94.94%91.25% (-3.7%)

Holders
409
Holders Change
+32
Holders Change %
+8.49%
% of All Funds
9.01%
Holding in Top 10
84
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+40%
% of All Funds
1.85%
New
82
Increased
160
Reduced
131
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Selective Wealth Management
Virginia
$20K
CDIA
377
Capital Directions Investment Advisors
Georgia
$19K
TFGT
378
TS Financial Group (TSFG)
Illinois
$18K -$912 -34 -5%
LDFR
379
Lehman & Derafelo Financial Resources
Pennsylvania
$17K -$26.8K -1,000 -63%
ME
380
McIlrath & Eck
Washington
$17K
PFSC
381
Peoples Financial Services Corp
Pennsylvania
$17K
BAM
382
Barrett Asset Management
New York
$16K
KPW
383
Kore Private Wealth
New York
$15K
PB
384
Pinnacle Bancorp
Nebraska
$13K
EWM
385
EPG Wealth Management
Georgia
$13K +$1.31K +49 +11%
HIA
386
Harbor Investment Advisory
Maryland
$13K +$12.1K +450 New
DWM
387
Darwin Wealth Management
Florida
$12K +$12K +448 New
CMBA
388
C.M. Bidwell & Associates
Hawaii
$11K
YAL
389
Your Advocates Ltd
Texas
$11K +$10.6K +394 New
PP
390
Pacifica Partners
Canada
$11K +$10.8K +404 New
AIC
391
Archer Investment Corporation
Indiana
$10K +$1.18K +44 +15%
PFO
392
Pathstone Family Office
New Jersey
$10K +$9.58K +357 New
IRC
393
Investors Research Corp
Georgia
$9K
GI
394
Gradient Investments
Minnesota
$8K +$2.25K +84 +42%
BC
395
Bartlett & Co
Ohio
$8K +$7.46K +278 New
BCWM
396
Bartlett & Co Wealth Management
Ohio
$7.79K +$7.46K +278 New
MCM
397
McMillion Capital Management
North Carolina
$7K
AWM
398
Atticus Wealth Management
Florida
$7K +$6.39K +238 New
HF
399
Halpern Financial
Virginia
$5.21K +$4.99K +186 New
DI
400
Disciplined Investments
Oklahoma
$5K -$62.9K -2,343 -93%

GOVT Hedge Fund Activity: Q1 2020 in Review

409 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2020, worth a combined $15.1B — up 2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GOVT positions and 44 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $752M. The largest seller was Bank of America, cutting an estimated $1.95B.

  • 409 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2020, up from 377 in Q4 2019.
  • Funds reported $15.1B of iShares US Treasury Bond ETF stock for Q1 2020, up 2% quarter-over-quarter.
  • 82 funds opened new iShares US Treasury Bond ETF positions in Q1 2020 and 44 closed out, a net change of +38 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $752M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2020.