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iShares US Treasury Bond ETF

579 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 274 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 168

1.15% more ownership

Funds ownership: 96.05%97.2% (+1.1%)

0% more capital invested

Capital invested by funds: $15.7B → $15.7B (+$56.9M)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

2% less funds holding

Funds holding: 593579 (-14)

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

Holders
579
Holders Change
-14
Holders Change %
-2.36%
% of All Funds
9.13%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.25%
New
68
Increased
274
Reduced
168
Closed
72
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Sequoia Financial Advisors
Ohio
$25.6M +$3.31M +129,159 +14%
SW
52
SteelPeak Wealth
California
$25.1M +$4.33M +168,995 +20%
KAS
53
Kestra Advisory Services
Texas
$24.9M +$6.93M +270,548 +37%
AI
54
Atria Investments
North Carolina
$24.6M +$1.87M +72,842 +8%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$24.6M -$521K -20,335 -2%
GWM
56
Geneos Wealth Management
Colorado
$24.2M +$1.43M +55,778 +6%
PIN
57
Prudent Investors Network
California
$23M +$1.75M +68,506 +8%
HFA
58
High Falls Advisors
New York
$22.2M +$620K +24,227 +3%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$21.8M +$12.1M +472,539 +118%
B
60
Bailard
California
$21.5M +$5.2M +203,110 +31%
TSA
61
Tri-Star Advisors
Texas
$21.1M +$3.54M +138,364 +19%
CS
62
Comerica Securities
Michigan
$20.4M +$4.52M +176,509 +28%
SHJ
63
Sharkey, Howes & Javer
Colorado
$20.2M +$1.39M +54,342 +7%
SFO
64
Stokes Family Office
Louisiana
$18.8M +$890K +34,757 +5%
TVAMP
65
Tennessee Valley Asset Management Partners
Tennessee
$18.7M +$723K +28,238 +4%
CNBT
66
Cornerstone National Bank & Trust
Illinois
$17.9M +$8.35M +326,231 +83%
C1AG
67
Client 1st Advisory Group
Florida
$17.7M +$138K +5,374 +0.8%
PFG
68
PAX Financial Group
Texas
$16.9M +$1.13M +44,024 +7%
JBA
69
Johnson Bixby & Associates
Washington
$16.8M -$717K -27,991 -4%
US Bancorp
70
US Bancorp
Minnesota
$16.3M -$2.68M -104,645 -14%
AFS
71
Access Financial Services
Minnesota
$16.3M +$284K +11,090 +2%
SWM
72
Spire Wealth Management
Virginia
$16.1M +$2.94M +114,729 +22%
PWPCM
73
Perella Weinberg Partners Capital Management
New York
$15.9M -$955K -37,300 -6%
WPC
74
Wedmont Private Capital
Pennsylvania
$15.2M +$3M +117,288 +24%
T
75
TNF
Montana
$15.2M +$1.9M +74,023 +13%

GOVT Hedge Fund Activity: Q1 2022 in Review

579 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2022, worth a combined $15.7B — up 0.36% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GOVT and 68 opened new positions — a net loss of 4 holders — while 168 trimmed existing stakes and 274 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 579 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2022, down from 593 in Q4 2021.
  • Funds reported $15.7B of iShares US Treasury Bond ETF stock for Q1 2022, up 0.36% quarter-over-quarter.
  • 68 funds opened new iShares US Treasury Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $470M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2022.