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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
EWP
401
Engrave Wealth Partners
Texas
$4K
TAM
402
Townsend Asset Management
North Carolina
$4K +$3.94K +147 New
RDWM
403
Red Door Wealth Management
Tennessee
$4K +$4.45K +166 New
GWMIA
404
Global Wealth Management Investment Advisory
Florida
$3K -$1.88K -70 -40%
RAM
405
Riggs Asset Management
Pennsylvania
$3K
AIM
406
Anchor Investment Management
South Carolina
$1.15K
LFG
407
Larson Financial Group
Missouri
$1K +$510 +19 +63%
MUAMU
408
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$61.2M -2,358,100 Closed
OWM
409
Orgel Wealth Management
Wisconsin
-$32.3M -1,245,812 Closed
FPGK
410
Financial Partners Group (Kansas)
Kansas
-$12.5M -475,623 Closed
PPW
411
Pasadena Private Wealth
California
-$4.82M -185,658 Closed
MFG
412
Menard Financial Group
Texas
-$3.58M -138,130 Closed
EA
413
Emerald Advisors
Washington
-$1.18M -44,496 Closed
CMO
414
Covenant Multifamily Offices
Texas
-$1.24M -37,538 Closed
FI
415
Fosun International
China
-$6K -22,661 Closed
JWCA
416
J.W. Cole Advisors
Florida
-$555K -21,376 Closed
CFD
417
Creative Financial Designs
Indiana
-$468K -17,994 Closed
VFA
418
Valeo Financial Advisors
Indiana
-$51K -12,125 Closed
JAWM
419
J. Arnold Wealth Management
Ohio
-$307K -11,823 Closed
EWA
420
Evolution Wealth Advisors
Florida
-$303K -11,691 Closed
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
-$265K -10,204 Closed
KC
422
Kingfisher Capital
North Carolina
-$259K -9,976 Closed
PIA
423
Pinion Investment Advisors
Kansas
-$238K -9,159 Closed
FHB
424
First Hawaiian Bank
Hawaii
-$210K -8,100 Closed
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
-$210K -8,092 Closed

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.