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iShares US Treasury Bond ETF

656 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 293 increasing their positions, 211 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

39% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 211

8% more funds holding in top 10

Funds holding in top 10: 6671 (+5)

6% more capital invested

Capital invested by funds: $24.4B → $25.9B (+$1.49B)

4% more funds holding

Funds holding: 629656 (+27)

1.04% less ownership

Funds ownership: 95.39%94.35% (-1%)

89% less call options, than puts

Call options by funds: $676K | Put options by funds: $5.89M

Holders
656
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
10.3%
Holding in Top 10
71
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.58%
% of All Funds
1.11%
New
85
Increased
293
Reduced
211
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
Cahaba Wealth Management
Georgia
$720K +$4.45K +192 +0.6%
APC
377
Aspire Private Capital
North Carolina
$705K -$28.3K -1,218 -4%
SMWM
378
Silvia McColl Wealth Management
California
$704K +$93 +4 +0%
KWM
379
Kingsview Wealth Management
Oregon
$698K +$53.7K +2,317 +8%
KA
380
Kovack Advisors
Florida
$697K -$49K -2,112 -6%
KWM
381
Keebeck Wealth Management
Illinois
$687K -$37.6K -1,621 -5%
LIA
382
LifePlan Investment Advisors
North Carolina
$687K +$696K +29,998 New
TFA
383
Teamwork Financial Advisors
Texas
$685K -$713K -30,745 -51%
NGA
384
Naples Global Advisors
Florida
$685K +$693K +29,891 New
CIA
385
Capital Investment Advisors
Georgia
$676K +$684K +29,507 New
EW
386
Element Wealth
Mississippi
$667K +$144K +6,218 +27%
BAM
387
BTS Asset Management
Massachusetts
$656K +$394K +16,984 +145%
VPP
388
Vertex Planning Partners
Illinois
$655K +$81.8K +3,527 +14%
PFS
389
Prospera Financial Services
Texas
$648K +$383K +16,501 +140%
AC
390
Apella Capital
Connecticut
$646K +$654K +28,194 New
OLVIG
391
Oliver Lagore Vanvalin Investment Group
Michigan
$640K +$20.5K +885 +3%
RSWM
392
Robertson Stephens Wealth Management
California
$636K -$1.06M -45,653 -62%
PFA
393
Petra Financial Advisors
Colorado
$632K +$641K +27,620 New
ACM
394
Absolute Capital Management
Pennsylvania
$631K +$80.2K +3,459 +14%
MHR
395
Matthew Hamilton Rosenberg
$630K -$456K -19,661 -42%
OIA
396
OneDigital Investment Advisors
Kansas
$628K -$1.21M -52,370 -66%
CAAS
397
Capital Asset Advisory Services
Michigan
$626K -$25.6K -1,105 -4%
VC
398
Veracity Capital
Georgia
$615K -$109K -4,697 -15%
SCA
399
Sandy Cove Advisors
Massachusetts
$602K +$610K +26,301 New
VC
400
Vestor Capital
Illinois
$598K +$467K +20,116 +335%

GOVT Hedge Fund Activity: Q2 2023 in Review

656 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2023, worth a combined $25.9B — up 6.1% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 54 closed out — a net gain of 31 holders — while 293 added to existing stakes and 211 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $309M. The largest seller was Miracle Mile Advisors, cutting an estimated $39.5M.

  • 656 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2023, up from 629 in Q1 2023.
  • Funds reported $25.9B of iShares US Treasury Bond ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2023 and 54 closed out, a net change of +31 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2023 was PNC Financial Services Group, an estimated $309M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2023 was Miracle Mile Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2023.