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iShares US Treasury Bond ETF

653 hedge funds and large institutions have $21.1B invested in iShares US Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 193 increasing their positions, 317 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,680% more call options, than puts

Call options by funds: $439K | Put options by funds: $5K

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0% less funds holding

Funds holding: 656653 (-3)

4.82% less ownership

Funds ownership: 94.35%89.53% (-4.8%)

14% less funds holding in top 10

Funds holding in top 10: 7161 (-10)

18% less capital invested

Capital invested by funds: $25.9B → $21.1B (-$4.73B)

39% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 317

Holders
653
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.36%
Holding in Top 10
61
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.08%
% of All Funds
0.97%
New
76
Increased
193
Reduced
317
Closed
73
Calls
$439K
Puts
$5K
Net Calls
+$434K
Net Calls Change
+$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
576
Salem Investment Counselors
North Carolina
$34.5K -$2.54K -113 -7%
WPA
577
West Paces Advisors
Georgia
$33.1K
CAL
578
Capital Analysts LLC
Pennsylvania
$33K -$875K -38,882 -96%
M
579
MOTCO
Texas
$30.9K -$78.8K -3,499 -71%
USB
580
Union Savings Bank
Connecticut
$30.9K
CH
581
Canton Hathaway
Rhode Island
$30K
GEA
582
Glen Eagle Advisors
New Jersey
$29.8K
NCM
583
Northwest Capital Management
Oregon
$28.2K
RIA
584
Realta Investment Advisors
Delaware
$26.2K
IRC
585
Investors Research Corp
Georgia
$25.3K -$8.04K -357 -24%
GI
586
Gradient Investments
Minnesota
$24.7K +$10K +446 +66%
RW
587
RVW Wealth
California
$24.6K +$25.2K +1,118 New
HWA
588
HHM Wealth Advisors
Tennessee
$24.1K
FWA
589
FSC Wealth Advisors
New York
$23.3K +$23.8K +1,058 New
TAM
590
Tucker Asset Management
Colorado
$22.2K -$44.5K -1,977 -66%
SMA
591
Sage Mountain Advisors
Georgia
$21.7K
WTA
592
Washington Trust Advisors
Massachusetts
$21.3K
EWM
593
EPG Wealth Management
Georgia
$20.7K -$1.31K -58 -6%
S
594
SignatureFD
Georgia
$20.7K
HR
595
Howe & Rusling
New York
$19.1K
JHCP
596
Jackson Hole Capital Partners
Oklahoma
$18.2K
RFA
597
Register Financial Advisors
Georgia
$16.9K +$16K +712 +1,271%
AWM
598
Aspire Wealth Management
Massachusetts
$16.7K -$235K -10,429 -93%
AC
599
AlphaCore Capital
California
$14.7K +$6.96K +309 +86%
FCG
600
Financial Connections Group
California
$14K +$90 +4 +0.6%

GOVT Hedge Fund Activity: Q3 2023 in Review

653 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2023, worth a combined $21.1B — down 18% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GOVT positions and 73 closed out — a net gain of 3 holders — while 193 added to existing stakes and 317 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $151M. The largest seller was Envestnet Asset Management, cutting an estimated $1.51B.

  • 653 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2023, down from 656 in Q2 2023.
  • Funds reported $21.1B of iShares US Treasury Bond ETF stock for Q3 2023, down 18% quarter-over-quarter.
  • 76 funds opened new iShares US Treasury Bond ETF positions in Q3 2023 and 73 closed out, a net change of +3 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2023 was Fidelity Investments, an estimated $151M added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2023.