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iShares US Treasury Bond ETF

653 hedge funds and large institutions have $21.1B invested in iShares US Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 193 increasing their positions, 317 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,680% more call options, than puts

Call options by funds: $439K | Put options by funds: $5K

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0% less funds holding

Funds holding: 656653 (-3)

4.82% less ownership

Funds ownership: 94.35%89.53% (-4.8%)

14% less funds holding in top 10

Funds holding in top 10: 7161 (-10)

18% less capital invested

Capital invested by funds: $25.9B → $21.1B (-$4.73B)

39% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 317

Holders
653
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.36%
Holding in Top 10
61
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.08%
% of All Funds
0.97%
New
76
Increased
193
Reduced
317
Closed
73
Calls
$439K
Puts
$5K
Net Calls
+$434K
Net Calls Change
+$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
401
Range Financial Group
Oregon
$497K -$7.68K -341 -1%
AC
402
Apella Capital
Connecticut
$497K -$127K -5,649 -20%
KWS
403
Keystone Wealth Services
California
$493K -$2.51M -111,718 -83%
HSA
404
HBK Sorce Advisory
Pennsylvania
$490K +$7.59K +337 +2%
AL
405
ADE LLC
Maryland
$486K -$28.1K -1,249 -5%
Betterment LLC
406
Betterment LLC
New York
$484K +$38K +1,688 +8%
LIA
407
LifePlan Investment Advisors
North Carolina
$471K -$195K -8,644 -29%
BWM
408
BCGM Wealth Management
Indiana
$463K -$4.43M -196,575 -90%
FWP
409
Firethorn Wealth Partners
Georgia
$455K -$1.37M -61,074 -75%
MLA
410
My Legacy Advisors
Oregon
$449K -$1.7M -75,660 -78%
NWMG
411
National Wealth Management Group
Ohio
$435K -$878 -39 -0.2%
PA
412
Procyon Advisors
Connecticut
$430K -$7.65K -340 -2%
AWA
413
Arkadios Wealth Advisors
Georgia
$423K +$432K +19,211 New
AR
414
Apeiron RIA
Texas
$423K -$3.01M -133,924 -87%
VC
415
Vestor Capital
Illinois
$412K -$167K -7,415 -28%
HIM
416
Hanlon Investment Management
New Jersey
$404K -$807K -35,868 -66%
GSIAS
417
Garden State Investment Advisory Services
New Jersey
$401K -$27.3K -1,213 -6%
Fisher Asset Management
418
Fisher Asset Management
Washington
$399K -$363K -16,115 -47%
AAS
419
Ameritas Advisory Services
Nebraska
$397K +$408K +18,117 New
LSAG
420
Lake Street Advisors Group
New Hampshire
$396K +$61.3K +2,725 +18%
GIA
421
Gladstone Institutional Advisory
Florida
$385K -$44.7K -1,985 -10%
RhumbLine Advisers
422
RhumbLine Advisers
Massachusetts
$384K
BA
423
Bellwether Advisors
Nebraska
$383K -$32.6K -1,448 -8%
MHR
424
Matthew Hamilton Rosenberg
$381K -$230K -10,233 -37%
SFG
425
Summit Financial Group
West Virginia
$375K

GOVT Hedge Fund Activity: Q3 2023 in Review

653 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2023, worth a combined $21.1B — down 18% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GOVT positions and 73 closed out — a net gain of 3 holders — while 193 added to existing stakes and 317 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $151M. The largest seller was Envestnet Asset Management, cutting an estimated $1.51B.

  • 653 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2023, down from 656 in Q2 2023.
  • Funds reported $21.1B of iShares US Treasury Bond ETF stock for Q3 2023, down 18% quarter-over-quarter.
  • 76 funds opened new iShares US Treasury Bond ETF positions in Q3 2023 and 73 closed out, a net change of +3 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2023 was Fidelity Investments, an estimated $151M added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2023.