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iShares US Treasury Bond ETF

656 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 293 increasing their positions, 211 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

39% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 211

8% more funds holding in top 10

Funds holding in top 10: 6671 (+5)

6% more capital invested

Capital invested by funds: $24.4B → $25.9B (+$1.49B)

4% more funds holding

Funds holding: 629656 (+27)

1.04% less ownership

Funds ownership: 95.39%94.35% (-1%)

89% less call options, than puts

Call options by funds: $676K | Put options by funds: $5.89M

Holders
656
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
10.3%
Holding in Top 10
71
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.58%
% of All Funds
1.11%
New
85
Increased
293
Reduced
211
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
476
Wescott Financial Advisory Group
Pennsylvania
$328K +$2.02K +87 +0.6%
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$327K -$892K -38,450 -73%
TC
478
Truvestments Capital
Florida
$327K -$10.5K -451 -3%
SG Americas Securities
479
SG Americas Securities
New York
$326K
ISWM
480
Independent Solutions Wealth Management
New York
$322K -$1.6K -69 -0.5%
EL
481
EQ LLC
Washington
$322K +$35.5K +1,532 +12%
AWP
482
Ascent Wealth Partners
New York
$321K +$11.8K +510 +4%
PIA
483
Pinion Investment Advisors
Kansas
$319K +$323K +13,946 New
IC
484
IEQ Capital
California
$319K -$16.6K -714 -5%
CF
485
Clarity Financial
Texas
$315K +$320K +13,776 New
AFO
486
Arrowroot Family Office
California
$303K -$283K -12,202 -48%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$298K
CRG
488
Cornerstone Retirement Group
Nevada
$295K +$1.58K +68 +0.5%
API
489
Advisor Partners II
California
$291K +$255 +11 +0.1%
WAL
490
W Advisors LLC
Tennessee
$288K -$56.5K -2,434 -16%
FAIM
491
Financial Advocates Investment Management
Washington
$288K +$37K +1,595 +17%
FAM
492
Family Asset Management
South Carolina
$286K -$933K -40,204 -76%
IFG
493
Independent Financial Group
California
$282K -$742 -32 -0.3%
CB
494
Cadence Bank
Mississippi
$275K
HIIFS
495
Harel Insurance Investments & Financial Services
Israel
$270K +$155K +6,700 +131%
DP
496
Dearborn Partners
Illinois
$270K
EWA
497
EverSource Wealth Advisors
Alabama
$269K -$158K -6,832 -37%
VC
498
Vicus Capital
Pennsylvania
$266K -$320K -13,816 -54%
SC
499
Seldon Capital
California
$266K -$269K -11,600 -50%
FWM
500
FFT Wealth Management
Pennsylvania
$262K -$520K -22,435 -66%

GOVT Hedge Fund Activity: Q2 2023 in Review

656 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2023, worth a combined $25.9B — up 6.1% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 54 closed out — a net gain of 31 holders — while 293 added to existing stakes and 211 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $309M. The largest seller was Miracle Mile Advisors, cutting an estimated $39.5M.

  • 656 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2023, up from 629 in Q1 2023.
  • Funds reported $25.9B of iShares US Treasury Bond ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2023 and 54 closed out, a net change of +31 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2023 was PNC Financial Services Group, an estimated $309M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2023 was Miracle Mile Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2023.