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iShares US Treasury Bond ETF
GOVT

377 hedge funds and large institutions have $14.8B invested in iShares US Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 168 increasing their positions, 62 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 38

171% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 62

58% more funds holding in top 10

Funds holding in top 10: 38 → 60 (+22)

22% more funds holding

Funds holding: 309 → 377 (+68)

11% more capital invested

Capital invested by funds: $13.3B → $14.8B (+$1.52B)

0.93% less ownership

Funds ownership: 95.87% → 94.94% (-0.93%)

Holders
377
Holders Change
+68
Holders Change %
+22.01%
% of All Funds
7.43%
Holding in Top 10
60
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+57.89%
% of All Funds
1.18%
New
113
Increased
168
Reduced
62
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$539M
2
Truist Financial
Truist Financial
North Carolina
+$522M
3
BlackRock
BlackRock
New York
+$239M
4
SCM
SCS Capital Management
Massachusetts
+$201M
5
Bank of America
Bank of America
North Carolina
+$191M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$360M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$66.5M
3
UBS AM
UBS AM
Illinois
-$57.4M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$46.4M
5
3AM
3EDGE Asset Management
Florida
-$41.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MUAMU
26
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$61.2M +$7.14M +273,200 +13%
WP
27
WealthSource Partners
California
$57.5M +$37.1M +1,420,772 +179%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$54M +$7.83M +299,801 +17%
MCIA
29
Mountain Capital Investment Advisors
Colorado
$44.6M +$44.8M +1,714,899 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$44.5M +$11.8M +450,580 +36%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$44.5M +$1.23M +47,146 +3%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$43.5M +$10M +384,612 +30%
IUHSA
33
Itau Unibanco Holding S.A.
Brazil
$40.8M +$1.99M +76,168 +5%
MPW
34
MA Private Wealth
California
$40M +$2.07M +79,250 +5%
Goldman Sachs
35
Goldman Sachs
New York
$37.2M +$37.5M +1,434,522 New
SW
36
SteelPeak Wealth
California
$35.2M +$35.4M +1,355,957 New
OWM
37
Orgel Wealth Management
Wisconsin
$32.3M +$32.5M +1,245,812 New
Deutsche Bank
38
Deutsche Bank
Germany
$32M -$13.4M -512,279 -29%
BCM
39
Brookstone Capital Management
Illinois
$30.4M +$6.24M +238,788 +26%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$30.2M +$12.6M +483,197 +71%
SWA
41
SFMG Wealth Advisors
Texas
$29.8M -$1.55M -59,298 -5%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$29.7M +$11.3M +431,619 +60%
AWM
43
AE Wealth Management
Kansas
$29.7M +$9.13M +349,754 +44%
RVPG
44
Relative Value Partners Group
$29M +$2.24M +85,646 +8%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$28.7M +$10.8M +411,776 +59%
CFG
46
Cooper Financial Group
California
$27M +$2.86M +109,471 +12%
SHIM
47
Stone House Investment Management
Pennsylvania
$25.9M +$4.2M +160,985 +19%
NA
48
NewEdge Advisors
Louisiana
$25.3M +$6.46M +247,397 +34%
DJSG
49
D.J. St. Germain
Massachusetts
$20.8M -$1.08M -41,450 -5%
PFG
50
PAX Financial Group
Texas
$20.2M +$19.9M +761,760 New
1
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3 4 5

GOVT Hedge Fund Activity: Q4 2019 in Review

377 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2019, worth a combined $14.8B — up 11% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new GOVT positions and 38 closed out — a net gain of 75 holders — while 168 added to existing stakes and 62 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $539M. The largest seller was UBS Group, cutting an estimated $360M.

  • 377 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2019, up from 309 in Q3 2019.
  • Funds reported $14.8B of iShares US Treasury Bond ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 113 funds opened new iShares US Treasury Bond ETF positions in Q4 2019 and 38 closed out, a net change of +75 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $539M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2019 was UBS Group, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2019.