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iShares US Treasury Bond ETF
GOVT

244 hedge funds and large institutions have $8.28B invested in iShares US Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 43

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

27% more capital invested

Capital invested by funds: $6.51B → $8.28B (+$1.77B)

24% more funds holding in top 10

Funds holding in top 10: 17 → 21 (+4)

13% more funds holding

Funds holding: 216 → 244 (+28)

1.09% more ownership

Funds ownership: 94.83% → 95.91% (+1.1%)

Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
5.28%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.45%
New
55
Increased
129
Reduced
43
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$508M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$508M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$376M
4
LPL Financial
LPL Financial
California
+$60M
5
SF
Synovus Financial
Georgia
+$57.9M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$212M
2
Bank of America
Bank of America
North Carolina
-$192M
3
Deutsche Bank
Deutsche Bank
Germany
-$52.3M
4
Ameriprise
Ameriprise
Minnesota
-$8.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$8.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$28.1M +$17.8M +714,389 +179%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$25.6M +$13.8M +554,736 +121%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$24.6M +$2.62M +105,476 +12%
RVPG
29
Relative Value Partners Group
$24.3M -$1.95M -78,281 -8%
DJSG
30
D.J. St. Germain
Massachusetts
$20.2M +$4.82M +193,666 +32%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$15.3M +$14.8M +594,467 +4,843%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$14.9M +$10.6M +424,408 +256%
BCM
33
Brookstone Capital Management
Illinois
$14M +$2.69M +108,266 +24%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$13.9M +$6.85M +275,550 +100%
CC
35
Cadinha & Co
Hawaii
$13.6M +$121K +4,848 +0.9%
DRS
36
Deane Retirement Strategies
Louisiana
$13.2M -$93.7K -3,769 -0.7%
CA
37
Cetera Advisors
Colorado
$11.5M +$3.72M +149,768 +49%
CA
38
Cambridge Associates
Massachusetts
$10.7M – – –
MBT
39
Montecito Bank & Trust
California
$10.2M +$651K +26,182 +7%
CFG
40
Cooper Financial Group
California
$9.39M +$7.8M +313,784 +538%
AWM
41
Avondale Wealth Management
Texas
$9.32M +$712K +28,616 +8%
AI
42
Atria Investments
North Carolina
$8.54M +$4.97M +199,828 +144%
Allianz Asset Management
43
Allianz Asset Management
Germany
$8.34M +$2M +80,546 +32%
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.65M -$91.1K -3,665 -1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$7.56M +$948K +38,118 +15%
B
46
Bailard
California
$7.41M +$7.3M +293,591 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$7.31M +$1.48M +59,645 +26%
TK
48
TIAA Kaspick
Massachusetts
$7.27M +$7.16M +287,906 New
EC
49
Estate Counselors
Wisconsin
$7.24M +$1.23M +49,300 +21%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$6.92M +$4.45M +179,107 +188%
1
2
3 4 5

GOVT Hedge Fund Activity: Q1 2019 in Review

244 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2019, worth a combined $8.28B — up 27% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GOVT positions and 26 closed out — a net gain of 29 holders — while 129 added to existing stakes and 43 trimmed.

The largest buyer was UBS Group, adding an estimated $508M. The largest seller was UBS AM, cutting an estimated $212M.

  • 244 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2019, up from 216 in Q4 2018.
  • Funds reported $8.28B of iShares US Treasury Bond ETF stock for Q1 2019, up 27% quarter-over-quarter.
  • 55 funds opened new iShares US Treasury Bond ETF positions in Q1 2019 and 26 closed out, a net change of +29 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $508M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2019 was UBS AM, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2019.