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iShares US Treasury Bond ETF

504 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 206 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 46

51% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 136

15% more funds holding in top 10

Funds holding in top 10: 7283 (+11)

14% more funds holding

Funds holding: 443504 (+61)

3% less capital invested

Capital invested by funds: $13.7B → $13.3B (-$436M)

1.33% less ownership

Funds ownership: 92.8%91.47% (-1.3%)

Holders
504
Holders Change
+61
Holders Change %
+13.77%
% of All Funds
8.92%
Holding in Top 10
83
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.28%
% of All Funds
1.47%
New
114
Increased
206
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$26M -$9.89M -358,367 -27%
HIM
52
HawsGoodwin Investment Management
Tennessee
$25.9M +$330K +11,952 +1%
DJSG
53
D.J. St. Germain
Massachusetts
$24.2M +$95.5K +3,460 +0.4%
TVAMP
54
Tennessee Valley Asset Management Partners
Tennessee
$23.9M +$13.8M +499,400 +133%
FPF
55
First Pacific Financial
Washington
$22.1M +$2M +72,546 +10%
IDA
56
Intelligence Driven Advisers
California
$21.8M +$7.95M +288,217 +56%
SS
57
Simplicity Solutions
Minnesota
$21.4M +$813K +29,463 +4%
AI
58
Atria Investments
North Carolina
$21.3M -$1.43M -51,896 -6%
CIAS
59
Capital Investment Advisory Services
North Carolina
$21M +$12.2M +443,790 +135%
HW
60
Hedeker Wealth
Illinois
$20.7M +$21M +761,308 New
CFG
61
Cooper Financial Group
California
$20M -$1M -36,349 -5%
Stifel Financial
62
Stifel Financial
Missouri
$19.8M -$458K -16,596 -2%
GSAM
63
Grant Street Asset Management
Pennsylvania
$19.1M -$528K -19,122 -3%
TSA
64
Tri-Star Advisors
Texas
$19M +$7.11M +257,828 +58%
CIAS
65
CFS Investment Advisory Services
New Jersey
$18.5M +$18.7M +678,967 New
RJA
66
Raymond James & Associates
Florida
$18.4M +$3.97M +144,030 +27%
FCA
67
FLC Capital Advisors
California
$18.4M +$193K +6,988 +1%
CS
68
Comerica Securities
Michigan
$18.1M -$540K -19,580 -3%
MBT
69
Montecito Bank & Trust
California
$17.8M -$590K -21,379 -3%
JBA
70
Johnson Bixby & Associates
Washington
$17.3M +$17.5M +633,603 New
1WM
71
1900 Wealth Management
Texas
$16.6M +$16.8M +610,621 New
C1AG
72
Client 1st Advisory Group
Florida
$16.5M +$848K +30,721 +5%
PFG
73
PAX Financial Group
Texas
$16.1M +$722K +26,157 +5%
SA
74
Stewardship Advisors
Pennsylvania
$15.6M +$1.71M +62,050 +12%
VHAM
75
Van Hulzen Asset Management
California
$15.5M -$346K -12,545 -2%

GOVT Hedge Fund Activity: Q4 2020 in Review

504 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2020, worth a combined $13.3B — down 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GOVT positions and 46 closed out — a net gain of 68 holders — while 206 added to existing stakes and 136 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Jordan Park Group, exiting entirely with an estimated $356M sold.

  • 504 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2020, up from 443 in Q3 2020.
  • Funds reported $13.3B of iShares US Treasury Bond ETF stock for Q4 2020, down 3.2% quarter-over-quarter.
  • 114 funds opened new iShares US Treasury Bond ETF positions in Q4 2020 and 46 closed out, a net change of +68 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $174M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2020 was Jordan Park Group, an estimated $356M sold.

Based on aggregated 13F filings for Q4 2020.