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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
MP
376
McDonald Partners
Ohio
$312K +$316K +11,463 New
MSFS
377
Main Street Financial Solutions
Pennsylvania
$309K +$313K +11,333 New
Jones Financial Companies
378
Jones Financial Companies
Missouri
$307K +$311K +11,255 New
WC
379
Whitney & Co
New York
$304K
IFG
380
Independent Financial Group
California
$299K -$28.1K -1,019 -8%
JFS
381
JD Financial Services
Pennsylvania
$295K +$299K +10,838 New
DP
382
Dearborn Partners
Illinois
$288K +$291K +10,559 New
FFA
383
Founders Financial Alliance
North Carolina
$286K +$20.7K +750 +8%
IP
384
Intellectus Partners
California
$277K +$3.31K +120 +1%
CCM
385
Ciovacco Capital Management
Georgia
$276K +$280K +10,138 New
UAS
386
United Asset Strategies
New York
$275K -$1.11M -40,119 -80%
SW
387
SVB Wealth
Massachusetts
$270K +$273K +9,912 New
EC
388
Estate Counselors
Wisconsin
$264K -$67.6K -2,450 -20%
PK
389
Pflug Koory
Nebraska
$264K
PP
390
Prosperity Planning
Missouri
$258K
ICP
391
Interchange Capital Partners
Pennsylvania
$258K +$262K +9,499 New
KeyBank National Association
392
KeyBank National Association
Ohio
$257K +$260K +9,435 New
TLFA
393
True Link Financial Advisors
California
$249K +$252K +9,125 New
SWM
394
Sugarloaf Wealth Management
Georgia
$248K +$23.4K +849 +10%
SMC
395
Smith, Moore & Co
Missouri
$243K +$7.83K +284 +3%
TI
396
tru Independence
Oregon
$237K +$240K +8,714 New
TGAM
397
TBH Global Asset Management
Tennessee
$227K +$230K +8,327 New
D
398
Diversified
Delaware
$221K +$225K +8,163 New
MWM
399
Modera Wealth Management
New Jersey
$218K
MA
400
MJP Associates
Connecticut
$218K +$221K +8,000 New

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.