iShares US Treasury Bond ETF
GOVT
629 hedge funds and large institutions have $24.4B invested in iShares US Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 271 increasing their positions, 217 reducing their positions, and 76 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 217
17% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 76
6% more capital invested
Capital invested by funds: $23B → $24.4B (+$1.36B)
0% more funds holding
Funds holding: 628 → 629 (+1)
0.63% less ownership
Funds ownership: 96.02% → 95.39% (-0.63%)
4% less funds holding in top 10
Funds holding in top 10: 69 → 66 (-3)
94% less call options, than puts
Call options by funds: $346K | Put options by funds: $5.67M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.61B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$640M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$178M |
| 4 |
LPL Financial
San Diego,
California
|
+$106M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$95.2M |
Top Sellers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$381M |
| 2 |
Temasek Holdings
Singapore
|
-$143M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$95.9M |
| 4 |
JP Morgan Chase
New York
|
-$93.2M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$49.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
701
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -53 | Closed |
|
|
JFG
702
JDM Financial Group
Austin,
Texas
| – | -$1.14K | -50 | Closed |
|
|
FWA
703
Freedom Wealth Alliance
Brookfield,
Wisconsin
| – | -$841 | -37 | Closed |
|
|
WA
704
Win Advisors
Palm Beach Gardens,
Florida
| – | -$273 | -12 | Closed |
|
|
FIM
705
FWL Investment Management
Dallas,
Texas
| – | -$68 | -3 | Closed |
|
|
R
706
Rebalance
Palo Alto,
California
| – | -$11 | -1 | Closed |
|
707
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$393 | +17 | New |
|
GOVT Hedge Fund Activity: Q1 2023 in Review
629 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2023, worth a combined $24.4B — up 5.9% from $23B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new GOVT positions and 76 closed out — a net gain of 13 holders — while 271 added to existing stakes and 217 trimmed.
The largest buyer was Bank of America, adding an estimated $1.61B. The largest seller was Stifel Financial, cutting an estimated $381M.
- 629 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2023, up from 628 in Q4 2022.
- Funds reported $24.4B of iShares US Treasury Bond ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
- 89 funds opened new iShares US Treasury Bond ETF positions in Q1 2023 and 76 closed out, a net change of +13 holders.
- The largest iShares US Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $1.61B added.
- The largest iShares US Treasury Bond ETF seller in Q1 2023 was Stifel Financial, an estimated $381M sold.
Based on aggregated 13F filings for Q1 2023.