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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
CPFP
551
Clear Perspectives Financial Planning
Ohio
$11K – – –
PP
552
Pacifica Partners
Canada
$11K – – –
CWC
553
Carolinas Wealth Consulting
North Carolina
$11K +$10.5K +396 New
OCM
554
Orion Capital Management
California
$10K – – –
Lazard Asset Management
555
Lazard Asset Management
New York
$8K – – –
TFGT
556
TS Financial Group (TSFG)
Illinois
$8K – – –
TSWM
557
Tyler-Stone Wealth Management
Ohio
$8K +$7.55K +285 New
RWA
558
RGT Wealth Advisors
Texas
$8K +$8.13K +307 New
BLC
559
Brown, Lisle/Cummings
Rhode Island
$7.44K +$7.39K +279 New
EWM
560
Edge Wealth Management
New York
$7K – – –
IFAM
561
Institutional & Family Asset Management
Colorado
$7K – – –
VCM
562
Versant Capital Management
Arizona
$7K – – –
IF
563
Integrity Financial
Wyoming
$7K +$6.86K +259 New
LWM
564
Liberty Wealth Management
California
$6.64K -$6.21M -234,576 Closed
EVM
565
Eaton Vance Management
Massachusetts
$6K -$43.6K -1,645 -88%
FCG
566
Financial Connections Group
California
$6K +$6.3K +238 New
EWM
567
Evermay Wealth Management
Virginia
$6K +$6.33K +239 New
Northern Trust
568
Northern Trust
Illinois
$5K -$9.08K -343 -2%
EW
569
Element Wealth
Mississippi
$5K – – –
HNB
570
Huntington National Bank
Ohio
$5K – – –
PA
571
PSI Advisors
Florida
$5K – – –
SWA
572
SOA Wealth Advisors
New York
$5K +$26 +1 +0.5%
VRM
573
Vectors Research Management
New York
$5K +$4.58K +173 New
TAM
574
Townsend Asset Management
North Carolina
$4K – – –
Toronto Dominion Bank
575
Toronto Dominion Bank
Ontario, Canada
$4K +$3.57K +135 New
21 22
23
24 25

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.