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iShares US Treasury Bond ETF
GOVT

443 hedge funds and large institutions have $13.7B invested in iShares US Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 217 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 117

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

8% more capital invested

Capital invested by funds: $12.7B → $13.7B (+$1.01B)

2% more funds holding

Funds holding: 434 → 443 (+9)

1.72% more ownership

Funds ownership: 91.07% → 92.8% (+1.7%)

4% less funds holding in top 10

Funds holding in top 10: 75 → 72 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8.78M

Holders
443
Holders Change
+9
Holders Change %
+2.07%
% of All Funds
8.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.45%
New
58
Increased
217
Reduced
117
Closed
43
Calls
–
Puts
$8.78M
Net Calls
-$8.78M
Net Calls Change
-$8.78M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$302M
2
Bank of America
Bank of America
North Carolina
+$281M
3
JPG
Jordan Park Group
California
+$278M
4
WAM
Wealthspire Advisors (Maryland)
Maryland
+$126M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$321M
2
JP Morgan Chase
JP Morgan Chase
New York
-$217M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$108M
4
3AM
3EDGE Asset Management
Florida
-$66.7M
5
MCIA
Mountain Capital Investment Advisors
Colorado
-$50.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$82.7M +$10.2M +363,618 +14%
US Bancorp
27
US Bancorp
Minnesota
$78.9M -$16.2M -577,182 -17%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$77M +$2.36M +84,165 +3%
3AM
29
3EDGE Asset Management
Florida
$72.3M -$66.7M -2,379,274 -48%
Wells Fargo
30
Wells Fargo
California
$72.2M -$2.19M -78,145 -3%
Goldman Sachs
31
Goldman Sachs
New York
$56.4M +$28.5M +1,016,487 +101%
5L
32
55I LLC
Massachusetts
$55.9M +$32.1M +1,144,917 +134%
Temasek Holdings
33
Temasek Holdings
Singapore
$55.8M +$56M +1,996,150 New
GWM
34
Geneos Wealth Management
Colorado
$53.9M +$7.82M +278,873 +17%
QFA
35
Quattro Financial Advisors
Texas
$52.9M +$2.58M +91,972 +5%
WP
36
WealthSource Partners
California
$52.3M +$2.54M +90,520 +5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$52.3M +$7.27M +259,326 +16%
1CP
38
1607 Capital Partners
Virginia
$48.3M +$5.04M +179,725 +12%
Asset Management One
39
Asset Management One
Japan
$46M +$46.1M +1,644,000 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$42.5M +$9.54M +340,414 +29%
MPW
41
MA Private Wealth
California
$42.2M +$114K +4,078 +0.3%
CC
42
Cadinha & Co
Hawaii
$40.7M +$163K +5,820 +0.4%
B
43
Bailard
California
$40.7M -$522K -18,626 -1%
Deutsche Bank
44
Deutsche Bank
Germany
$39.8M -$1.66M -59,206 -4%
PA
45
Parallel Advisors
California
$39.8M +$20M +714,567 +101%
RVPG
46
Relative Value Partners Group
$37.5M -$928K -33,109 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$36.7M +$1.74M +62,173 +5%
CAN
48
Cetera Advisor Networks
California
$34.1M -$1.14M -40,781 -3%
BCM
49
Brookstone Capital Management
Illinois
$33.7M +$17.1M +610,424 +102%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$32.9M -$13.4M -476,703 -29%
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GOVT Hedge Fund Activity: Q3 2020 in Review

443 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2020, worth a combined $13.7B — up 7.9% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new GOVT positions and 43 closed out — a net gain of 15 holders — while 217 added to existing stakes and 117 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $302M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 443 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2020, up from 434 in Q2 2020.
  • Funds reported $13.7B of iShares US Treasury Bond ETF stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 58 funds opened new iShares US Treasury Bond ETF positions in Q3 2020 and 43 closed out, a net change of +15 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $302M added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2020 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2020.