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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
SSB
501
Sandy Spring Bank
Maryland
$1K +$745 +27 New
WIM
502
Westside Investment Management
California
$10 +$10.6K +385 New
JPG
503
Jordan Park Group
California
-$356M -12,719,291 Closed
Temasek Holdings
504
Temasek Holdings
Singapore
-$55.8M -1,996,150 Closed
QFA
505
Quattro Financial Advisors
Texas
-$52.9M -1,898,095 Closed
Neuberger Berman Group
506
Neuberger Berman Group
New York
-$15M -537,753 Closed
SRA
507
Summit Rock Advisors
New York
-$13.9M -497,312 Closed
SI
508
SimpliFi Inc
California
-$11.5M -411,142 Closed
MCM
509
Moore Capital Management
New York
-$7M -250,600 Closed
Bank Julius Baer & Co
510
Bank Julius Baer & Co
Switzerland
-$6.03M -215,709 Closed
MWM
511
Moulton Wealth Management
Washington
-$5.63M -202,542 Closed
SMG
512
Smart Money Group
Texas
-$5.33M -190,839 Closed
PWA
513
Physician Wealth Advisors
Utah
-$4.88M -176,521 Closed
FFN
514
Focus Financial Network
Minnesota
-$4.53M -162,162 Closed
MG
515
Mather Group
Illinois
-$1.27M -45,375 Closed
PO
516
Private Ocean
California
-$1.01M -36,053 Closed
Wolverine Trading
517
Wolverine Trading
Illinois
-$914K -32,639 Closed
DA
518
Doliver Advisors
Texas
-$678K -24,241 Closed
PWMG
519
Prestige Wealth Management Group
New Jersey
-$467K -16,719 Closed
AllianceBernstein
520
AllianceBernstein
Tennessee
-$348K -12,448 Closed
BCI
521
Brinker Capital Investments
Pennsylvania
-$253K -9,069 Closed
WCG
522
Weaver Consulting Group
California
-$247K -8,844 Closed
MWM
523
Mattern Wealth Management
Kansas
-$243K -8,678 Closed
AWA
524
Arete Wealth Advisors
Illinois
-$240K -8,593 Closed
FWM
525
Fairhaven Wealth Management
Illinois
-$235K -8,420 Closed

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.