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iShares US Treasury Bond ETF

517 hedge funds and large institutions have $14.5B invested in iShares US Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

0% more funds holding

Funds holding: 516517 (+1)

2.05% less ownership

Funds ownership: 94.55%92.5% (-2%)

11% less capital invested

Capital invested by funds: $16.2B → $14.5B (-$1.71B)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

33% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 241

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $586K

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.05%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
1.17%
New
54
Increased
162
Reduced
241
Closed
44
Calls
Puts
$586K
Net Calls
-$586K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
451
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.4K
GI
452
Gradient Investments
Minnesota
$56K +$13.1K +490 +30%
EW
453
Evoke Wealth
California
$55K
BC
454
Burleson & Co
California
$54K -$27 -1 -0%
BMD
455
Better Money Decisions
New Mexico
$53K +$12.3K +458 +30%
BCWM
456
Bartlett & Co Wealth Management
Ohio
$50.5K
BC
457
Bartlett & Co
Ohio
$50K
EVM
458
Eaton Vance Management
Massachusetts
$49K
ONST
459
Old North State Trust
North Carolina
$47K -$10.1K -376 -18%
EIP
460
Ellis Investment Partners
Pennsylvania
$47K +$107 +4 +0.2%
BFEC
461
Benjamin F. Edwards & Company
Missouri
$45K +$42.1K +1,572 +1,164%
CHA
462
Carmichael Hill & Associates
Maryland
$43K -$6.96K -260 -14%
CH
463
Canton Hathaway
Rhode Island
$42K
PFBT
464
Parkside Financial Bank & Trust
Missouri
$42K
IRC
465
Investors Research Corp
Georgia
$40K -$268 -10 -0.7%
RFA
466
Reilly Financial Advisors
California
$39K
AIA
467
Angeles Investment Advisors
California
$38K +$38.1K +1,422 New
AWM
468
Avior Wealth Management
Nebraska
$37K -$53.9K -2,013 -59%
YAL
469
Your Advocates Ltd
Texas
$37K +$10.7K +401 +40%
AWM
470
Atticus Wealth Management
Florida
$36K -$11.4K -425 -24%
SMA
471
Sage Mountain Advisors
Georgia
$35K +$34.8K +1,301 New
GIA
472
Goodwin Investment Advisory
Georgia
$34K -$328K -12,240 -91%
GAM
473
Gemmer Asset Management
California
$33K
JGIA
474
Jackson Grant Investment Advisers
Connecticut
$32K +$80 +3 +0.2%
BW
475
Bison Wealth
Georgia
$30K

GOVT Hedge Fund Activity: Q3 2021 in Review

517 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2021, worth a combined $14.5B — down 11% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new GOVT positions and 44 closed out — a net gain of 10 holders — while 162 added to existing stakes and 241 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $323M. The largest seller was JP Morgan Chase, cutting an estimated $519M.

  • 517 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2021, up from 516 in Q2 2021.
  • Funds reported $14.5B of iShares US Treasury Bond ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 54 funds opened new iShares US Treasury Bond ETF positions in Q3 2021 and 44 closed out, a net change of +10 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2021 was Jordan Park Group, an estimated $323M added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $519M sold.

Based on aggregated 13F filings for Q3 2021.