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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
RIA
426
RPG Investment Advisory
California
-$49K -1,900 Closed
GFPC
427
Global Financial Private Client
Florida
-$48.5K -1,870 Closed
ACM
428
Anfield Capital Management
California
-$44K -1,671 Closed
BC
429
Barnett & Company
Tennessee
-$37K -1,444 Closed
SIC
430
Samalin Investment Counsel
New York
-$28K -1,108 Closed
MDCM
431
Morgan Dempsey Capital Management
Wisconsin
-$28K -1,064 Closed
TI
432
tru Independence
Oregon
-$27K -958 Closed
CC
433
Cassaday & Co
Virginia
-$24K -909 Closed
WWM
434
Willingdon Wealth Management
North Carolina
-$22K -862 Closed
SFG
435
Sowa Financial Group
Rhode Island
-$18K -704 Closed
EW
436
Element Wealth
Mississippi
-$18K -685 Closed
BWM
437
Baystate Wealth Management
Massachusetts
-$12K -478 Closed
LAS
438
Lloyd Advisory Services
Georgia
-$12K -463 Closed
Toronto Dominion Bank
439
Toronto Dominion Bank
Ontario, Canada
-$9K -356 Closed
RMAM
440
Raab & Moskowitz Asset Management
New Jersey
-$8K -345 Closed
Kayne Anderson Rudnick Investment Management
441
Kayne Anderson Rudnick Investment Management
California
-$7K -263 Closed
TCWM
442
Total Clarity Wealth Management
Illinois
-$6K -239 Closed
LWCFA
443
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$6K -225 Closed
RFM
444
Royal Fund Management
Florida
-$4K -161 Closed
IFWM
445
Institute for Wealth Management
Colorado
-$3K -133 Closed
CL
446
Cabana LLC
Arkansas
-$1K -45 Closed
SAM
447
S.A. Mason
Michigan
-$1K -42 Closed
AF
448
Allworth Financial
California
-$1K -40 Closed
HFS
449
Hantz Financial Services
Michigan
+$241 +9 New
MAM
450
Marquette Asset Management
Minnesota
+$241 +9 New

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.