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iShares US Treasury Bond ETF

278 hedge funds and large institutions have $11.5B invested in iShares US Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 146 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 50

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

71% more funds holding in top 10

Funds holding in top 10: 2136 (+15)

39% more capital invested

Capital invested by funds: $8.28B → $11.5B (+$3.23B)

14% more funds holding

Funds holding: 244278 (+34)

3% more ownership

Funds ownership: 95.91%98.91% (+3%)

Holders
278
Holders Change
+34
Holders Change %
+13.93%
% of All Funds
6.04%
Holding in Top 10
36
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+71.43%
% of All Funds
0.78%
New
60
Increased
146
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$11.7M +$8.34M +329,456 +269%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$11.5M +$3.7M +146,095 +49%
MBT
53
Montecito Bank & Trust
California
$11M +$581K +22,937 +6%
WP
54
WealthSource Partners
California
$10.7M +$7.98M +315,079 +315%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$10.6M +$3.09M +121,878 +42%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$9.68M +$4.4M +173,764 +86%
SHJ
57
Sharkey, Howes & Javer
Colorado
$9.31M +$4.14M +163,336 +83%
CS
58
Comerica Securities
Michigan
$8.53M +$4.29M +169,394 +105%
FAAS
59
First Allied Advisory Services
California
$8.46M +$4.1M +161,822 +98%
IWP
60
Icon Wealth Partners
Texas
$8.16M +$4.55M +179,814 +132%
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.96M +$134K +5,282 +2%
CFG
62
Citizens Financial Group
Rhode Island
$7.81M +$1.2M +47,305 +19%
TK
63
TIAA Kaspick
Massachusetts
$7.58M +$141K +5,582 +2%
EC
64
Estate Counselors
Wisconsin
$7.4M
HPC
65
Hobart Private Capital
North Carolina
$7.36M +$7.22M +284,988 New
LFG
66
LifePlan Financial Group
Ohio
$7.35M +$6.45M +254,644 +847%
TVAMP
67
Tennessee Valley Asset Management Partners
Tennessee
$6.87M +$6.73M +265,991 New
AHSSHC
68
Adventist Health System Sunbelt Healthcare Corp
Florida
$6.74M +$782K +30,884 +13%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$6.71M +$3.13M +123,780 +91%
SXL
70
Summit X LLC
Missouri
$6.71M +$3.95M +156,053 +149%
SCA
71
Snowden Capital Advisors
New York
$6.5M +$2.13M +83,975 +50%
FPGK
72
Financial Partners Group (Kansas)
Kansas
$6.45M +$6.32M +249,746 New
PA
73
Parallel Advisors
California
$6.41M +$6.06M +239,519 +2,752%
RA
74
RFG Advisory
Alabama
$6.14M +$2.95M +116,522 +96%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$6.03M +$1.44M +56,893 +32%

GOVT Hedge Fund Activity: Q2 2019 in Review

278 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2019, worth a combined $11.5B — up 39% from $8.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GOVT positions and 24 closed out — a net gain of 36 holders — while 146 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $961M. The largest seller was UBS Group, cutting an estimated $306M.

  • 278 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2019, up from 244 in Q1 2019.
  • Funds reported $11.5B of iShares US Treasury Bond ETF stock for Q2 2019, up 39% quarter-over-quarter.
  • 60 funds opened new iShares US Treasury Bond ETF positions in Q2 2019 and 24 closed out, a net change of +36 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2019 was Fidelity Investments, an estimated $961M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2019 was UBS Group, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2019.