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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
IGWM
526
ICA Group Wealth Management
Colorado
$210K +$158K +6,832 +294%
OC
527
Oppenheimer & Co
New York
$208K -$21K -905 -9%
MFG
528
MidWestOne Financial Group
Iowa
$208K +$211K +9,091 New
AFP
529
Ausdal Financial Partners
Iowa
$208K -$125K -5,372 -37%
IAA
530
Independent Advisor Alliance
North Carolina
$202K -$4.64K -200 -2%
AIM
531
Acropolis Investment Management
Missouri
$199K -$18K -775 -8%
Bank of Montreal
532
Bank of Montreal
Ontario, Canada
$197K +$70.1K +3,023 +56%
CIA
533
Cape Investment Advisory
Georgia
$194K -$12.4K -534 -6%
HFS
534
Hantz Financial Services
Michigan
$172K
TPCW
535
TD Private Client Wealth
New York
$171K +$4.85K +209 +3%
GM
536
GeoWealth Management
Illinois
$152K +$117K +5,054 +312%
BWL
537
Bogart Wealth LLC
Virginia
$149K +$6.42K +277 +4%
FFA
538
Founders Financial Alliance
North Carolina
$148K +$23.9K +1,031 +19%
KC
539
Kenfarb & Co
Kentucky
$144K
KFI
540
Key Financial Inc
Pennsylvania
$141K +$36.7K +1,584 +34%
AWM
541
Ameliora Wealth Management
Switzerland
$135K
AAM
542
Advisors Asset Management
Colorado
$134K -$1.88K -81 -1%
CF
543
Centaurus Financial
California
$131K -$298K -12,861 -69%
DRS
544
Deane Retirement Strategies
Louisiana
$129K +$1.88K +81 +1%
CWP
545
Concord Wealth Partners
Virginia
$128K +$77.1K +3,324 +148%
NFSG
546
Newbridge Financial Services Group
Florida
$114K +$278 +12 +0.2%
M
547
MOTCO
Texas
$112K +$114K +4,903 New
CTA
548
Colonial Trust Advisors
South Carolina
$108K
IF
549
Integrity Financial
Wyoming
$104K
FDCDDQ
550
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K -$209K -9,000 -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.