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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
AW
401
ACG Wealth
Georgia
$215K +$1.08K +39 +0.5%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$210K +$212K +7,697 New
CPFP
403
Clear Perspectives Financial Planning
Ohio
$207K +$210K +7,606 New
MWM
404
Mascoma Wealth Management
New Hampshire
$207K +$210K +7,611 New
WF
405
Welch & Forbes
Massachusetts
$202K
CAAS
406
Capital Asset Advisory Services
Michigan
$199K +$2.07K +75 +1%
EDRH
407
Edmond de Rothschild Holding
Switzerland
$197K +$199K +7,215 New
TFS
408
TrustCore Financial Services
Tennessee
$192K
AII
409
AGF Investments Inc
Ontario, Canada
$192K +$79.7K +2,888 +69%
ZB
410
Zions Bancorporation
Utah
$191K
CFB
411
Cullen/Frost Bankers
Texas
$165K
GFPC
412
Global Financial Private Client
Florida
$163K +$166K +6,002 New
HNB
413
Huntington National Bank
Ohio
$162K
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$143K +$51.1K +1,853 +55%
JAM
415
JCIC Asset Management
Ontario, Canada
$135K +$20K +725 +17%
IFA
416
Interactive Financial Advisors
Illinois
$132K +$102K +3,696 +320%
AIM
417
Acropolis Investment Management
Missouri
$127K
FWP
418
FAS Wealth Partners
Kansas
$116K -$157K -5,698 -57%
CT
419
Caldwell Trust
Florida
$115K
GEA
420
Glen Eagle Advisors
New Jersey
$113K -$1.96K -71 -2%
PB
421
Pinnacle Bancorp
Nebraska
$106K +$37.4K +1,356 +53%
MWP
422
Meridian Wealth Partners
Pennsylvania
$104K -$76.2K -2,763 -42%
GLLW
423
Graves Light Lenhart Wealth
Virginia
$95K +$96.3K +3,490 New
TFO
424
Tarbox Family Office
California
$94K
EP
425
Eudaimonia Partners
Tennessee
$88K -$58.6K -2,123 -40%

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.