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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
SIC
451
Salem Investment Counselors
North Carolina
$24K +$1.54K +56 +7%
TCWA
452
Ten Capital Wealth Advisors
Washington
$24K +$24.3K +882 New
First Manhattan
453
First Manhattan
New York
$23K
NFSG
454
Newbridge Financial Services Group
Florida
$23K
JHCP
455
Jackson Hole Capital Partners
Oklahoma
$22K
KFI
456
Key Financial Inc
Pennsylvania
$22K +$22.7K +824 New
WP
457
Waycross Partners
Kentucky
$21K +$21.7K +787 New
CDIA
458
Capital Directions Investment Advisors
Georgia
$19K
PFSC
459
Peoples Financial Services Corp
Pennsylvania
$17K
BAM
460
Barrett Asset Management
New York
$16K
LDFR
461
Lehman & Derafelo Financial Resources
Pennsylvania
$16K
ADIM
462
Alpha DNA Investment Management
Maryland
$16K +$16.6K +600 New
PWA
463
Phoenix Wealth Advisors
North Carolina
$15K +$15K +545 New
TFGT
464
TS Financial Group (TSFG)
Illinois
$14K -$2.15K -78 -13%
AF
465
Allworth Financial
California
$14K +$9.1K +330 +191%
BSSFA
466
Baron Silver Stevens Financial Advisors
Florida
$13K +$13.4K +487 New
AWM
467
Avior Wealth Management
Nebraska
$12K -$154K -5,584 -92%
Lazard Asset Management
468
Lazard Asset Management
New York
$12K
HS
469
Horan Securities
United States
$12K +$138 +5 +1%
BC
470
Bartlett & Co
Ohio
$12K +$4.3K +156 +56%
BCWM
471
Bartlett & Co Wealth Management
Ohio
$11.8K +$4.3K +156 +56%
PP
472
Pacifica Partners
Canada
$11K
PFO
473
Pathstone Family Office
New Jersey
$10K
MAM
474
Meeder Asset Management
Ohio
$10K +$2.79K +101 +38%
SIS
475
Sound Income Strategies
Florida
$9K +$7.06K +256 +441%

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.