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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
SV
426
Sturgeon Ventures
United Kingdom
$88K
FF
427
FourThought Financial
Florida
$84K +$85.1K +3,085 New
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$74K +$25K +907 +50%
EIP
429
Ellis Investment Partners
Pennsylvania
$65K -$4.72K -171 -7%
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.9K -$13K -470 -18%
EW
431
Evoke Wealth
California
$57K
CHA
432
Carmichael Hill & Associates
Maryland
$53K -$276 -10 -0.5%
JCM
433
Jacobi Capital Management
Pennsylvania
$51K +$83 +3 +0.2%
S
434
SignatureFD
Georgia
$48K +$3.97K +144 +9%
RPWA
435
Regent Peak Wealth Advisors
Georgia
$43K +$43.5K +1,576 New
IRC
436
Investors Research Corp
Georgia
$41K +$11.7K +423 +39%
RFA
437
Reilly Financial Advisors
California
$40K
HI
438
Hudock Inc
Pennsylvania
$36K -$3.97K -144 -10%
Bessemer Group
439
Bessemer Group
New Jersey
$35K -$8.91K -323 -20%
GAM
440
Gemmer Asset Management
California
$34K
JGIA
441
Jackson Grant Investment Advisers
Connecticut
$33K +$414 +15 +1%
BW
442
Bison Wealth
Georgia
$31K +$18.4K +667 +139%
AWA
443
Arkadios Wealth Advisors
Georgia
$30K +$221 +8 +0.7%
LWA
444
Lenox Wealth Advisors
New York
$29K
SFA
445
Stewardship Financial Advisors
Georgia
$28K
AAP
446
Arax Advisory Partners
Colorado
$27K -$219K -7,925 -89%
AP
447
Atwood & Palmer
Missouri
$27K +$27.7K +1,005 New
EI
448
Ellevest Inc
New York
$25K
FBT
449
First Bank & Trust
South Dakota
$25K
VRM
450
Vectors Research Management
New York
$24K -$8.83K -320 -27%

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.