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iShares US Treasury Bond ETF

504 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 206 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 46

51% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 136

15% more funds holding in top 10

Funds holding in top 10: 7283 (+11)

14% more funds holding

Funds holding: 443504 (+61)

3% less capital invested

Capital invested by funds: $13.7B → $13.3B (-$436M)

1.33% less ownership

Funds ownership: 92.8%91.47% (-1.3%)

Holders
504
Holders Change
+61
Holders Change %
+13.77%
% of All Funds
8.92%
Holding in Top 10
83
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.28%
% of All Funds
1.47%
New
114
Increased
206
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
476
Freestone Capital Holdings
Washington
$8.09K
EWM
477
Edge Wealth Management
New York
$8K -$794K -28,789 -99%
HIA
478
Harbor Investment Advisory
Maryland
$7K -$2.92K -106 -30%
CH
479
Canton Hathaway
Rhode Island
$7K +$6.79K +246 New
MCM
480
McMillion Capital Management
North Carolina
$7K +$7.01K +254 New
PWPS
481
Pinnacle Wealth Planning Services
Ohio
$6K +$5.85K +212 New
Northern Trust
482
Northern Trust
Illinois
$6K +$152K +5,496 +34%
GI
483
Gradient Investments
Minnesota
$5K
MFT
484
Moisand Fitzgerald Tamayo
Florida
$5K
MIM
485
MTM Investment Management
South Carolina
$5K +$5.05K +183 New
EW
486
Element Wealth
Mississippi
$5K +$5.1K +185 New
TAM
487
Townsend Asset Management
North Carolina
$4K
KCM
488
Kathmere Capital Management
Pennsylvania
$4K +$3.67K +133 New
YAL
489
Your Advocates Ltd
Texas
$4K +$4.14K +150 New
KC
490
Kinloch Capital
Virginia
$4K +$4.3K +156 New
SWA
491
SOA Wealth Advisors
New York
$4K +$4.72K +171 New
BIP
492
Blueprint Investment Partners
North Carolina
$3.97K -$4.02M -145,565 -100%
RIM
493
Rockbridge Investment Management
New York
$3K +$1.63K +59 +94%
RG
494
Retirement Group
California
$2K +$2.1K +76 New
WEC
495
Winslow Evans & Crocker
Massachusetts
$2K +$2.21K +80 New
AIC
496
Archer Investment Corporation
Indiana
$1.22K +$28 +1 +2%
AIM
497
Anchor Investment Management
South Carolina
$1.12K
GWMIA
498
Global Wealth Management Investment Advisory
Florida
$1K
VNA
499
Valley National Advisers
Pennsylvania
$1K +$607 +22 New
RTC
500
Riverview Trust Company
Washington
$1K +$635 +23 New

GOVT Hedge Fund Activity: Q4 2020 in Review

504 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2020, worth a combined $13.3B — down 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GOVT positions and 46 closed out — a net gain of 68 holders — while 206 added to existing stakes and 136 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Jordan Park Group, exiting entirely with an estimated $356M sold.

  • 504 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2020, up from 443 in Q3 2020.
  • Funds reported $13.3B of iShares US Treasury Bond ETF stock for Q4 2020, down 3.2% quarter-over-quarter.
  • 114 funds opened new iShares US Treasury Bond ETF positions in Q4 2020 and 46 closed out, a net change of +68 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $174M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2020 was Jordan Park Group, an estimated $356M sold.

Based on aggregated 13F filings for Q4 2020.