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iShares US Treasury Bond ETF
GOVT

593 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 57

21% more funds holding in top 10

Funds holding in top 10: 67 → 81 (+14)

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

15% more funds holding

Funds holding: 517 → 593 (+76)

8% more capital invested

Capital invested by funds: $14.5B → $15.7B (+$1.21B)

3.55% more ownership

Funds ownership: 92.5% → 96.05% (+3.5%)

Holders
593
Holders Change
+76
Holders Change %
+14.7%
% of All Funds
9.13%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.25%
New
138
Increased
216
Reduced
179
Closed
57
Calls
$129K
Puts
–
Net Calls
+$129K
Net Calls Change
+$715K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$182M
2
BlackRock
BlackRock
New York
+$140M
3
3AM
3EDGE Asset Management
Florida
+$70.4M
4
JC
JB Capital
Connecticut
+$56.4M
5
LPL Financial
LPL Financial
California
+$51.2M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$112M
2
JP Morgan Chase
JP Morgan Chase
New York
-$91.6M
3
Temasek Holdings
Temasek Holdings
Singapore
-$55M
4
Barclays
Barclays
United Kingdom
-$43.1M
5
LFA
Legacy Financial Advisors
Kentucky
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
426
Wealthcare Capital Management
Virginia
$285K +$46.9K +1,773 +20%
MA
427
MKT Advisors
California
$285K +$292K +11,019 New
D
428
Dentgroup
Louisiana
$282K +$279K +10,553 New
SIC
429
Sigma Investment Counselors
Michigan
$280K -$35.6K -1,345 -11%
SWPG
430
Strategic Wealth Partners Group
Illinois
$275K +$273K +10,298 New
USCWA
431
U.S. Capital Wealth Advisors
Texas
$274K -$30.3K -1,146 -10%
IFA
432
Interactive Financial Advisors
Illinois
$273K +$29.2K +1,101 +12%
Principal Financial Group
433
Principal Financial Group
Iowa
$269K -$923K -34,851 -78%
ETIA
434
Epic Trust Investment Advisors
Washington
$269K +$267K +10,073 New
AUB
435
Atlantic Union Bankshares
Virginia
$267K – – –
TGAM
436
TBH Global Asset Management
Tennessee
$267K +$8.45K +319 +3%
ERIC
437
Eagle Rock Investment Company
Georgia
$267K +$265K +10,000 New
IWM
438
IHT Wealth Management
Illinois
$266K +$57.1K +2,155 +28%
QFA
439
Quattro Financial Advisors
Texas
$264K +$262K +9,881 New
CCM
440
Ciovacco Capital Management
Georgia
$261K -$1.88K -71 -0.7%
HA
441
Herold Advisors
New York
$261K -$1.59K -60 -0.6%
PK
442
Pflug Koory
Nebraska
$258K – – –
HWM
443
Hohimer Wealth Management
Washington
$256K +$254K +9,579 New
PP
444
Prosperity Planning
Missouri
$252K – – –
BFA
445
Beaumont Financial Advisors
Massachusetts
$250K – – –
TFS
446
TrustCore Financial Services
Tennessee
$247K – – –
DP
447
Dearborn Partners
Illinois
$246K +$244K +9,220 New
CF
448
Clarity Financial
Texas
$244K +$662 +25 +0.3%
FA
449
FDx Advisors
Illinois
$243K +$4.55K +172 +2%
RCAG
450
Rehmann Capital Advisory Group
Michigan
$243K +$20.7K +780 +9%
16 17
18
19 20

GOVT Hedge Fund Activity: Q4 2021 in Review

593 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2021, worth a combined $15.7B — up 8.4% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new GOVT positions and 57 closed out — a net gain of 81 holders — while 216 added to existing stakes and 179 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $182M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $112M sold.

  • 593 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2021, up from 517 in Q3 2021.
  • Funds reported $15.7B of iShares US Treasury Bond ETF stock for Q4 2021, up 8.4% quarter-over-quarter.
  • 138 funds opened new iShares US Treasury Bond ETF positions in Q4 2021 and 57 closed out, a net change of +81 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $182M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $112M sold.

Based on aggregated 13F filings for Q4 2021.