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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
TCWM
526
Total Clarity Wealth Management
Illinois
$31K +$10.6K +401 +52%
MCC
527
Money Concepts Capital
Florida
$31K +$30.6K +1,157 New
SFM
528
Signet Financial Management
New Jersey
$31K +$31K +1,169 New
CIA
529
Choate Investment Advisors
Massachusetts
$28K +$27.4K +1,035 New
SIC
530
Salem Investment Counselors
North Carolina
$27K – – –
SWM
531
Sugarloaf Wealth Management
Georgia
$27K – – –
AWM
532
Avior Wealth Management
Nebraska
$25K -$11.3K -428 -31%
FBT
533
First Bank & Trust
South Dakota
$24K – – –
S
534
SignatureFD
Georgia
$24K – – –
Barclays
535
Barclays
United Kingdom
$23K -$43.1M -1,628,295 -100%
CCM
536
Chilton Capital Management
Texas
$23K +$23K +870 New
CI
537
Cordant Inc
Oregon
$23K +$23.1K +874 New
JHCP
538
Jackson Hole Capital Partners
Oklahoma
$22K – – –
Simplex Trading
539
Simplex Trading
Illinois
$21K +$21.1K +798 New
EL
540
EMFO LLC
Florida
$19K – – –
MAM
541
Meeder Asset Management
Ohio
$19K – – –
TCWA
542
Ten Capital Wealth Advisors
Washington
$19K +$18.9K +712 New
PFSC
543
Peoples Financial Services Corp
Pennsylvania
$17K – – –
HIA
544
Harbor Investment Advisory
Maryland
$16K +$11.7K +441 +252%
CSB
545
City State Bank
Iowa
$16K +$15.9K +600 New
TFA
546
Toth Financial Advisory
Virginia
$15K +$14.6K +553 New
JFA
547
JNBA Financial Advisors
Minnesota
$14K +$14.1K +532 New
FFWM
548
Future Financial Wealth Management
Ohio
$14K +$14.2K +535 New
DHGWA
549
Dixon Hughes Goodman Wealth Advisors
North Carolina
$13K +$13.1K +495 New
CHC
550
City Holding Co
West Virginia
$13K +$13.5K +511 New
20 21
22
23 24

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.