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iShares US Treasury Bond ETF

653 hedge funds and large institutions have $21.1B invested in iShares US Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 193 increasing their positions, 317 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,680% more call options, than puts

Call options by funds: $439K | Put options by funds: $5K

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0% less funds holding

Funds holding: 656653 (-3)

4.82% less ownership

Funds ownership: 94.35%89.53% (-4.8%)

14% less funds holding in top 10

Funds holding in top 10: 7161 (-10)

18% less capital invested

Capital invested by funds: $25.9B → $21.1B (-$4.73B)

39% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 317

Holders
653
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.36%
Holding in Top 10
61
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.08%
% of All Funds
0.97%
New
76
Increased
193
Reduced
317
Closed
73
Calls
$439K
Puts
$5K
Net Calls
+$434K
Net Calls Change
+$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
476
LexAurum Advisors
Kansas
$259K -$700K -31,077 -73%
RIM
477
Redwood Investment Management
Arizona
$259K +$265K +11,760 New
BNP Paribas Financial Markets
478
BNP Paribas Financial Markets
France
$258K -$68.5K -3,043 -21%
BPC
479
Banque Pictet & Cie
Switzerland
$257K +$262K +11,640 New
SC
480
Seldon Capital
California
$256K
IWM
481
IHT Wealth Management
Illinois
$254K -$189K -8,415 -42%
VC
482
Vicus Capital
Pennsylvania
$254K -$2.03K -90 -0.8%
Susquehanna International Group
483
Susquehanna International Group
Pennsylvania
$253K -$297K -13,206 -54%
RW
484
Regimen Wealth
Georgia
$249K -$1.39M -61,549 -85%
FT
485
Fiduciary Trust
Massachusetts
$248K -$165K -7,340 -39%
T
486
TRUADVICE
Florida
$244K -$228K -10,123 -48%
ACS
487
Archford Capital Strategies
Illinois
$243K -$7.63K -339 -3%
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$240K -$48.1K -2,135 -16%
PFA
489
Pinnacle Family Advisors
Missouri
$239K -$283K -12,570 -54%
BW
490
Bison Wealth
Georgia
$236K -$13.2K -588 -5%
TA
491
TrueWealth Advisors
Alabama
$234K -$188K -8,359 -44%
BWM
492
Bulltick Wealth Management
Florida
$234K +$45 +2 +0%
CWC
493
Carolinas Wealth Consulting
North Carolina
$228K -$99.9K -4,438 -30%
KWM
494
Keebeck Wealth Management
Illinois
$227K -$444K -19,727 -66%
CIA
495
Capital Investment Advisors
Georgia
$225K -$435K -19,309 -65%
ERIC
496
Eagle Rock Investment Company
Georgia
$220K
SG
497
StoneX Group
New York
$220K +$225K +9,980 New
AWA
498
Acorn Wealth Advisors
Michigan
$219K -$4.53K -201 -2%
GWM
499
GDS Wealth Management
Texas
$217K +$4.21K +187 +2%
MOS
500
MGO One Seven
Ohio
$216K -$118K -5,231 -35%

GOVT Hedge Fund Activity: Q3 2023 in Review

653 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2023, worth a combined $21.1B — down 18% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GOVT positions and 73 closed out — a net gain of 3 holders — while 193 added to existing stakes and 317 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $151M. The largest seller was Envestnet Asset Management, cutting an estimated $1.51B.

  • 653 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2023, down from 656 in Q2 2023.
  • Funds reported $21.1B of iShares US Treasury Bond ETF stock for Q3 2023, down 18% quarter-over-quarter.
  • 76 funds opened new iShares US Treasury Bond ETF positions in Q3 2023 and 73 closed out, a net change of +3 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2023 was Fidelity Investments, an estimated $151M added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2023.