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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
HCM
626
Hollencrest Capital Management
California
$7.58K +$7.68K +331 New
GJIA
627
Glass Jacobson Investment Advisors
Maryland
$6.53K +$6.61K +285 New
CFFP
628
Center for Financial Planning
Michigan
$6.48K +$6.56K +283 New
IPW
629
Impact Partnership Wealth
Georgia
$6.34K +$6.42K +277 New
CB
630
Centennial Bank
Arkansas
$6K
SWA
631
SOA Wealth Advisors
New York
$5.82K +$371 +16 +7%
BWA
632
BDO Wealth Advisors
Florida
$4.19K
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$4.17K +$4.22K +182 New
GWANC
634
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.89K
BBHC
635
Brown Brothers Harriman & Co
New York
$3.46K
TAM
636
Townsend Asset Management
North Carolina
$3.37K
ASBI
637
American State Bank (Iowa)
Iowa
$2.77K
TF
638
Tompkins Financial
New York
$2.75K +$2.78K +120 New
BC
639
Barrett & Company
Rhode Island
$2.61K
LFG
640
Larson Financial Group
Missouri
$2.4K -$12.8K -553 -84%
GWSG
641
GPS Wealth Strategies Group
Colorado
$1.88K -$8.7K -375 -82%
AWM
642
Avior Wealth Management
Nebraska
$1.76K -$1.81K -78 -50%
NC
643
NewSquare Capital
Pennsylvania
$1.65K +$1.67K +72 New
FGAM
644
Financial Gravity Asset Management
Texas
$1.38K +$94.2K +4,060 +7%
JFGIW
645
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33K +$1.34K +58 New
RFA
646
Register Financial Advisors
Georgia
$1.28K +$1.3K +56 New
GWMIA
647
Global Wealth Management Investment Advisory
Florida
$1.19K +$1.21K +52 New
ADL
648
Asset Dedication LLC
California
$1K -$1.3K -56 -60%
TFGT
649
TS Financial Group (TSFG)
Illinois
$1K
HFS
650
HBC Financial Services
Washington
$1K +$1.51K +65 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.