We are live on ! Find out more
GOVT icon

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
SIC
576
Salem Investment Counselors
North Carolina
$38.4K -$27K -1,164 -41%
PG
577
Prostatis Group
Maryland
$38.1K +$758K +32,686 New
BAAM
578
Baker Avenue Asset Management
California
$38.1K -$12.9K -556 -25%
MIH
579
Meitav Investment House
Israel
$37.9K +$38.4K +1,656 New
SIS
580
Sound Income Strategies
Florida
$35.4K +$27.2K +1,172 +313%
IRC
581
Investors Research Corp
Georgia
$34.4K +$1.21K +52 +4%
AFG
582
Albion Financial Group
Utah
$34.4K
WPA
583
West Paces Advisors
Georgia
$34.4K
USB
584
Union Savings Bank
Connecticut
$32K +$32.6K +1,404 New
CH
585
Canton Hathaway
Rhode Island
$31K
GEA
586
Glen Eagle Advisors
New Jersey
$30.9K +$11.1K +480 +55%
EWM
587
Endurance Wealth Management
Rhode Island
$30K
NCM
588
Northwest Capital Management
Oregon
$29.3K +$29.6K +1,278 New
RIA
589
Realta Investment Advisors
Delaware
$26.2K +$26.5K +1,143 New
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$25.6K +$25.9K +1,118 New
HWA
591
HHM Wealth Advisors
Tennessee
$25K +$25.3K +1,092 New
TRCT
592
Tower Research Capital (TRC)
New York
$23.8K -$60.2K -2,596 -71%
AIC
593
Archer Investment Corporation
Indiana
$23.7K +$21.4K +922 +823%
SWM
594
Sugarloaf Wealth Management
Georgia
$22.9K
EWM
595
EPG Wealth Management
Georgia
$22.9K -$16.4K -708 -42%
SMA
596
Sage Mountain Advisors
Georgia
$22.6K +$22.8K +985 New
WTA
597
Washington Trust Advisors
Massachusetts
$22.1K
S
598
SignatureFD
Georgia
$21.5K
FWP
599
FAS Wealth Partners
Kansas
$21.5K -$35.8K -1,544 -62%
HR
600
Howe & Rusling
New York
$19.8K +$20.1K +865 New

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.