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iShares US Treasury Bond ETF
GOVT

443 hedge funds and large institutions have $13.7B invested in iShares US Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 217 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 117

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

8% more capital invested

Capital invested by funds: $12.7B → $13.7B (+$1.01B)

2% more funds holding

Funds holding: 434 → 443 (+9)

1.72% more ownership

Funds ownership: 91.07% → 92.8% (+1.7%)

4% less funds holding in top 10

Funds holding in top 10: 75 → 72 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8.78M

Holders
443
Holders Change
+9
Holders Change %
+2.07%
% of All Funds
8.94%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.45%
New
58
Increased
217
Reduced
117
Closed
43
Calls
–
Puts
$8.78M
Net Calls
-$8.78M
Net Calls Change
-$8.78M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$302M
2
Bank of America
Bank of America
North Carolina
+$281M
3
JPG
Jordan Park Group
California
+$278M
4
WAM
Wealthspire Advisors (Maryland)
Maryland
+$126M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$321M
2
JP Morgan Chase
JP Morgan Chase
New York
-$217M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$108M
4
3AM
3EDGE Asset Management
Florida
-$66.7M
5
MCIA
Mountain Capital Investment Advisors
Colorado
-$50.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$31.5M +$4.58M +163,509 +17%
SW
52
SteelPeak Wealth
California
$27.4M +$5.65M +201,427 +26%
HIM
53
HawsGoodwin Investment Management
Tennessee
$26.2M +$13.6M +484,475 +107%
NA
54
NewEdge Advisors
Louisiana
$26M +$4.63M +165,103 +22%
CCP
55
Cardan Capital Partners
Colorado
$25.1M +$3.92M +139,907 +18%
DJSG
56
D.J. St. Germain
Massachusetts
$24.8M +$1.34M +47,894 +6%
AWM
57
AE Wealth Management
Kansas
$23.4M +$109K +3,878 +0.5%
AI
58
Atria Investments
North Carolina
$23.3M +$8.15M +290,686 +53%
CFG
59
Cooper Financial Group
California
$21.6M +$1.11M +39,569 +5%
SS
60
Simplicity Solutions
Minnesota
$21.1M +$103K +3,656 +0.5%
Stifel Financial
61
Stifel Financial
Missouri
$20.8M +$4.47M +159,249 +27%
FPF
62
First Pacific Financial
Washington
$20.6M +$20.7M +737,616 New
GSAM
63
Grant Street Asset Management
Pennsylvania
$20.2M -$716K -25,545 -3%
PIN
64
Prudent Investors Network
California
$19.8M -$7.98M -284,574 -29%
CS
65
Comerica Securities
Michigan
$19.1M +$6.56M +233,792 +52%
MBT
66
Montecito Bank & Trust
California
$18.8M -$1.54M -54,921 -8%
FCA
67
FLC Capital Advisors
California
$18.5M +$5.33M +189,925 +40%
SHIM
68
Stone House Investment Management
Pennsylvania
$18.3M -$2.82M -100,579 -13%
CA
69
Cambridge Associates
Massachusetts
$18M -$188K -6,691 -1%
VHAM
70
Van Hulzen Asset Management
California
$16.2M +$1.21M +43,171 +8%
C1AG
71
Client 1st Advisory Group
Florida
$15.9M +$2.85M +101,487 +21%
PFG
72
PAX Financial Group
Texas
$15.8M +$790K +28,158 +5%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$15M +$15.1M +537,753 New
SHJ
74
Sharkey, Howes & Javer
Colorado
$15M +$2.59M +92,238 +21%
RJA
75
Raymond James & Associates
Florida
$14.8M +$201K +7,151 +1%
1 2
3
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GOVT Hedge Fund Activity: Q3 2020 in Review

443 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2020, worth a combined $13.7B — up 7.9% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new GOVT positions and 43 closed out — a net gain of 15 holders — while 217 added to existing stakes and 117 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $302M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 443 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2020, up from 434 in Q2 2020.
  • Funds reported $13.7B of iShares US Treasury Bond ETF stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 58 funds opened new iShares US Treasury Bond ETF positions in Q3 2020 and 43 closed out, a net change of +15 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $302M added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2020 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2020.