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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
SCM
526
Seascape Capital Management
New Hampshire
-$235K -8,411 Closed
JIP
527
Jaffetilchin Investment Partners
Florida
-$204K -7,291 Closed
NAM
528
NorthCoast Asset Management
Connecticut
-$201K -7,189 Closed
PFS
529
Prospera Financial Services
Texas
-$173K -6,183 Closed
FHA
530
Flagship Harbor Advisors
Massachusetts
-$56K -2,017 Closed
HFA
531
Hoover Financial Advisors
Pennsylvania
-$50K -1,806 Closed
BBA
532
Braun-Bostich & Associates
Pennsylvania
-$47K -1,671 Closed
TCM
533
TD Capital Management
Tennessee
-$41K -1,464 Closed
Simplex Trading
534
Simplex Trading
Illinois
-$27.6K -1,000 -26%
SIM
535
Sonora Investment Management
Arizona
-$21K -734 Closed
HWA
536
HHM Wealth Advisors
Tennessee
-$18K -661 Closed
ME
537
McIlrath & Eck
Washington
-$16K -590 Closed
GWS
538
Glassman Wealth Services
Virginia
-$6K -206 Closed
UFF
539
USA Financial Formulas
Michigan
-$5K -182 Closed
PMFA
540
Plante Moran Financial Advisors
Michigan
-$3K -93 Closed
LC
541
Lindbrook Capital
California
-$2K -83 Closed
CTB
542
Country Trust Bank
Illinois
-$2K -60 Closed
CCM
543
Chiron Capital Management
Florida
-$2K -59 Closed
FA
544
Faithward Advisors
Pennsylvania
-$2K -59 Closed
CC
545
Cassaday & Co
Virginia
-$1K -49 Closed
ADL
546
Asset Dedication LLC
California
-$1K -42 Closed
JWM
547
Jeppson Wealth Management
California
-$1K -20 Closed
SIAG
548
Safeguard Investment Advisory Group
California
+$55 +2 New
SQA
549
Simon Quick Advisors
New Jersey
+$138 +5 New
HCA
550
Harbour Capital Advisors
Virginia
+$117K +4,233 +36%

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.