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iShares US Treasury Bond ETF

579 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 274 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 168

1.15% more ownership

Funds ownership: 96.05%97.2% (+1.1%)

0% more capital invested

Capital invested by funds: $15.7B → $15.7B (+$56.9M)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

2% less funds holding

Funds holding: 593579 (-14)

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

Holders
579
Holders Change
-14
Holders Change %
-2.36%
% of All Funds
9.13%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.25%
New
68
Increased
274
Reduced
168
Closed
72
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
Bulltick Wealth Management
Florida
-$310K -11,616 Closed
KFGK
602
Keystone Financial Group (Kentucky)
Kentucky
-$304K -11,407 Closed
TC
603
Telemus Capital
Michigan
-$301K -11,291 Closed
WCM
604
Wealthcare Capital Management
Virginia
-$285K -10,672 Closed
SWPG
605
Strategic Wealth Partners Group
Illinois
-$275K -10,298 Closed
ETIA
606
Epic Trust Investment Advisors
Washington
-$269K -10,073 Closed
TGAM
607
TBH Global Asset Management
Tennessee
-$267K -10,022 Closed
AUB
608
Atlantic Union Bankshares
Virginia
-$267K -9,993 Closed
PK
609
Pflug Koory
Nebraska
-$258K -9,684 Closed
BFA
610
Beaumont Financial Advisors
Massachusetts
-$250K -9,363 Closed
TFS
611
TrustCore Financial Services
Tennessee
-$247K -9,265 Closed
Comerica Bank
612
Comerica Bank
Texas
-$237K -9,137 Closed
WAG
613
Winthrop Advisory Group
Massachusetts
-$234K -8,780 Closed
GHA
614
GW Henssler & Associates
Georgia
-$220K -8,233 Closed
SC
615
Savant Capital
Illinois
-$219K -8,221 Closed
MSAM
616
Moloney Securities Asset Management
Missouri
-$210K -7,857 Closed
MWM
617
Modera Wealth Management
New Jersey
-$204K -7,638 Closed
F4L
618
Fortune 45 LLC
Louisiana
-$203K -7,609 Closed
AII
619
AGF Investments Inc
Ontario, Canada
-$168K -6,297 Closed
Jones Financial Companies
620
Jones Financial Companies
Missouri
-$110K -4,109 Closed
Loomis, Sayles & Company
621
Loomis, Sayles & Company
Massachusetts
-$107K -4,027 Closed
BC
622
Barnett & Company
Tennessee
-$75K -2,795 Closed
SPA
623
Shore Point Advisors
New Jersey
-$44K -1,647 Closed
TCWM
624
Total Clarity Wealth Management
Illinois
-$31K -1,172 Closed
SFM
625
Signet Financial Management
New Jersey
-$31K -1,169 Closed

GOVT Hedge Fund Activity: Q1 2022 in Review

579 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2022, worth a combined $15.7B — up 0.36% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GOVT and 68 opened new positions — a net loss of 4 holders — while 168 trimmed existing stakes and 274 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 579 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2022, down from 593 in Q4 2021.
  • Funds reported $15.7B of iShares US Treasury Bond ETF stock for Q1 2022, up 0.36% quarter-over-quarter.
  • 68 funds opened new iShares US Treasury Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $470M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2022.