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iShares US Treasury Bond ETF
GOVT

593 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 57

21% more funds holding in top 10

Funds holding in top 10: 67 → 81 (+14)

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

15% more funds holding

Funds holding: 517 → 593 (+76)

8% more capital invested

Capital invested by funds: $14.5B → $15.7B (+$1.21B)

3.55% more ownership

Funds ownership: 92.5% → 96.05% (+3.5%)

Holders
593
Holders Change
+76
Holders Change %
+14.7%
% of All Funds
9.13%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.25%
New
138
Increased
216
Reduced
179
Closed
57
Calls
$129K
Puts
–
Net Calls
+$129K
Net Calls Change
+$715K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$182M
2
BlackRock
BlackRock
New York
+$140M
3
3AM
3EDGE Asset Management
Florida
+$70.4M
4
JC
JB Capital
Connecticut
+$56.4M
5
LPL Financial
LPL Financial
California
+$51.2M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$112M
2
JP Morgan Chase
JP Morgan Chase
New York
-$91.6M
3
Temasek Holdings
Temasek Holdings
Singapore
-$55M
4
Barclays
Barclays
United Kingdom
-$43.1M
5
LFA
Legacy Financial Advisors
Kentucky
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
476
Godsey & Gibb Inc
Virginia
$187K +$186K +7,025 New
TA
477
Tectonic Advisors
Texas
$186K – – –
AII
478
AGF Investments Inc
Ontario, Canada
$168K -$57.7K -2,180 -26%
WPA
479
West Paces Advisors
Georgia
$154K – – –
PFA
480
Professional Financial Advisors
Nebraska
$153K +$152K +5,733 New
NFSG
481
Newbridge Financial Services Group
Florida
$148K -$1.48K -56 -1%
BWL
482
Bogart Wealth LLC
Virginia
$130K +$100K +3,780 +341%
JAM
483
JCIC Asset Management
Ontario, Canada
$121K -$4.24K -160 -3%
SL
484
Savior LLC
Massachusetts
$120K +$5.93K +224 +5%
WTA
485
Washington Trust Advisors
Massachusetts
$120K +$119K +4,480 New
SMFG
486
Sumitomo Mitsui Financial Group
Japan
$120K +$120K +4,540 New
CT
487
Caldwell Trust
Florida
$113K – – –
ACK
488
Andrew C. Karlinski
$111K +$110K +4,173 New
Jones Financial Companies
489
Jones Financial Companies
Missouri
$110K – – –
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
$107K +$107K +4,027 New
GEA
491
Glen Eagle Advisors
New Jersey
$107K +$19.8K +746 +23%
TAM
492
Tucker Asset Management
Colorado
$97K – – –
MWM
493
Mascoma Wealth Management
New Hampshire
$94K – – –
GLLW
494
Graves Light Lenhart Wealth
Virginia
$93K – – –
TFO
495
Tarbox Family Office
California
$93K +$1.32K +50 +1%
CWP
496
Concord Wealth Partners
Virginia
$93K +$84K +3,173 +995%
PB
497
Pinnacle Bancorp
Nebraska
$92K – – –
IWP
498
IAG Wealth Partners
Wisconsin
$92K +$91.2K +3,443 New
BCV
499
Banque Cantonale Vaudoise
Switzerland
$87K +$87.1K +3,290 New
FA
500
Fortis Advisors
Pennsylvania
$86K -$1.27K -48 -1%
18 19
20
21 22

GOVT Hedge Fund Activity: Q4 2021 in Review

593 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2021, worth a combined $15.7B — up 8.4% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new GOVT positions and 57 closed out — a net gain of 81 holders — while 216 added to existing stakes and 179 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $182M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $112M sold.

  • 593 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2021, up from 517 in Q3 2021.
  • Funds reported $15.7B of iShares US Treasury Bond ETF stock for Q4 2021, up 8.4% quarter-over-quarter.
  • 138 funds opened new iShares US Treasury Bond ETF positions in Q4 2021 and 57 closed out, a net change of +81 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $182M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $112M sold.

Based on aggregated 13F filings for Q4 2021.