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iShares US Treasury Bond ETF

579 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 274 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 168

1.15% more ownership

Funds ownership: 96.05%97.2% (+1.1%)

0% more capital invested

Capital invested by funds: $15.7B → $15.7B (+$56.9M)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

2% less funds holding

Funds holding: 593579 (-14)

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

Holders
579
Holders Change
-14
Holders Change %
-2.36%
% of All Funds
9.13%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.25%
New
68
Increased
274
Reduced
168
Closed
72
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$89.6M +$13.3M +519,632 +17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$85.6M -$5.07M -198,165 -5%
1CP
28
1607 Capital Partners
Virginia
$75.4M -$9.66M -377,100 -11%
Deutsche Bank
29
Deutsche Bank
Germany
$74.2M +$6.78M +264,603 +10%
Jane Street
30
Jane Street
New York
$62.7M +$56.7M +2,212,177 +721%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$58M +$4.99M +194,845 +9%
JC
32
JB Capital
Connecticut
$54.8M +$1.78M +69,592 +3%
RVPG
33
Relative Value Partners Group
$54.6M -$3.69M -144,249 -6%
WP
34
WealthSource Partners
California
$54.3M +$6.84M +267,037 +14%
SMM
35
Stadion Money Management
Georgia
$50M +$51.4M +2,006,867 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$50M -$86.8M -3,388,355 -63%
AWM
37
AE Wealth Management
Kansas
$47.8M +$7.54M +294,486 +18%
CW
38
CreativeOne Wealth
Kansas
$47.6M +$10.5M +410,061 +27%
BCM
39
Brookstone Capital Management
Illinois
$46.5M +$1.53M +59,732 +3%
Wells Fargo
40
Wells Fargo
California
$46M -$3.8M -148,466 -7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$43.4M +$329K +12,859 +0.7%
NA
42
NewEdge Advisors
Louisiana
$42.9M +$5.65M +220,566 +15%
EWA
43
ERTS Wealth Advisors
Michigan
$34.5M -$19.9M -776,405 -36%
Stifel Financial
44
Stifel Financial
Missouri
$32.8M +$6.72M +262,448 +25%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$32.1M +$1.66M +64,981 +5%
WANY
46
Wealthspire Advisors (New York)
New York
$31.9M -$5.38M -209,944 -14%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$31.1M +$4.16M +162,465 +15%
MPW
48
MA Private Wealth
California
$30.6M +$714K +27,895 +2%
AWS
49
Atria Wealth Solutions
New York
$30.4M +$31.3M +1,220,790 New
HGWM
50
Horst & Graben Wealth Management
Oregon
$30.4M +$11.7M +458,620 +60%

GOVT Hedge Fund Activity: Q1 2022 in Review

579 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2022, worth a combined $15.7B — up 0.36% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GOVT and 68 opened new positions — a net loss of 4 holders — while 168 trimmed existing stakes and 274 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 579 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2022, down from 593 in Q4 2021.
  • Funds reported $15.7B of iShares US Treasury Bond ETF stock for Q1 2022, up 0.36% quarter-over-quarter.
  • 68 funds opened new iShares US Treasury Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $470M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2022.