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iShares US Treasury Bond ETF
GOVT

709 hedge funds and large institutions have $21.5B invested in iShares US Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 205 increasing their positions, 300 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 79

21% more funds holding in top 10

Funds holding in top 10: 61 → 74 (+13)

9% more funds holding

Funds holding: 653 → 709 (+56)

5.36% more ownership

Funds ownership: 89.53% → 94.9% (+5.4%)

2% more capital invested

Capital invested by funds: $21.1B → $21.5B (+$350M)

32% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 300

98% less call options, than puts

Call options by funds: $535K | Put options by funds: $26.9M

Holders
709
Holders Change
+56
Holders Change %
+8.58%
% of All Funds
10.34%
Holding in Top 10
74
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+21.31%
% of All Funds
1.08%
New
145
Increased
205
Reduced
300
Closed
79
Calls
$535K
Puts
$26.9M
Net Calls
-$26.4M
Net Calls Change
-$26.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$491M
2
Goldman Sachs
Goldman Sachs
New York
+$279M
3
Bank of America
Bank of America
North Carolina
+$229M
4
PC
Peavine Capital
Nevada
+$213M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$184M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$644M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$362M
4
Temasek Holdings
Temasek Holdings
Singapore
-$251M
5
UCFA
United Capital Financial Advisors
Texas
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
676
Livelsberger Financial Advisory
Ohio
$5.92K +$5.72K +257 New
LF
677
Lee Financial
Texas
$5.88K +$5.68K +255 New
CSC
678
Caldwell Sutter Capital
California
$5.85K +$824 +37 +17%
NFSG
679
Newbridge Financial Services Group
Florida
$5.81K -$105K -4,729 -95%
WA
680
WestEnd Advisors
North Carolina
$5.53K – – –
IF
681
Integrity Financial
Wyoming
$5.39K – – –
SWA
682
SOA Wealth Advisors
New York
$5.05K -$1.67K -75 -26%
DCM
683
Davis Capital Management
Florida
$4.79K +$4.63K +208 New
PCMC
684
Planning Capital Management Corporation
Pennsylvania
$4.61K +$4.45K +200 New
MSWM
685
McGlone Suttner Wealth Management
Wisconsin
$4.31K +$4.16K +187 New
IPW
686
Impact Partnership Wealth
Georgia
$3.85K -$57.1K -2,566 -94%
ICM
687
Islay Capital Management
Texas
$3.78K +$3.65K +164 New
TAM
688
Townsend Asset Management
North Carolina
$3.39K – – –
TFA
689
Toth Financial Advisory
Virginia
$3.29K +$3.18K +143 New
TF
690
Tompkins Financial
New York
$3.23K -$890 -40 -22%
NSIM
691
North Star Investment Management
Illinois
$2.81K – – –
EWM
692
Evermay Wealth Management
Virginia
$2.79K +$2.69K +121 New
FCAS
693
First Command Advisory Services
Texas
$2.74K – – –
BC
694
Barrett & Company
Rhode Island
$2.63K – – –
AWM
695
Atticus Wealth Management
Florida
$2.21K +$2.14K +96 New
RFA
696
Register Financial Advisors
Georgia
$2.14K -$15K -675 -88%
LC
697
Lindbrook Capital
California
$2K +$1.94K +87 New
EAM
698
Eukles Asset Management
Ohio
$1.31K +$1.27K +57 New
GWANC
699
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24K – – –
GWMIA
700
Global Wealth Management Investment Advisory
Florida
$1.2K – – –
26 27
28
29 30

GOVT Hedge Fund Activity: Q4 2023 in Review

709 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2023, worth a combined $21.5B — up 1.7% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new GOVT positions and 79 closed out — a net gain of 66 holders — while 205 added to existing stakes and 300 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $491M. The largest seller was JP Morgan Chase, cutting an estimated $1.28B.

  • 709 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2023, up from 653 in Q3 2023.
  • Funds reported $21.5B of iShares US Treasury Bond ETF stock for Q4 2023, up 1.7% quarter-over-quarter.
  • 145 funds opened new iShares US Treasury Bond ETF positions in Q4 2023 and 79 closed out, a net change of +66 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $491M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $1.28B sold.

Based on aggregated 13F filings for Q4 2023.