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iShares US Treasury Bond ETF
GOVT

578 hedge funds and large institutions have $21.9B invested in iShares US Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 303 increasing their positions, 152 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.05M

99% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 152

27% more capital invested

Capital invested by funds: $17.2B → $21.9B (+$4.71B)

21% more funds holding in top 10

Funds holding in top 10: 81 → 98 (+17)

17% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 65

3.4% more ownership

Funds ownership: 95.56% → 98.96% (+3.4%)

0% more funds holding

Funds holding: 577 → 578 (+1)

Holders
578
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
9.96%
Holding in Top 10
98
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+20.99%
% of All Funds
1.69%
New
76
Increased
303
Reduced
152
Closed
65
Calls
$3.21M
Puts
$1.05M
Net Calls
+$2.16M
Net Calls Change
+$1.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.26B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$837M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$544M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$345M
5
AF
Allworth Financial
California
+$217M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$148M
2
Jane Street
Jane Street
New York
-$133M
3
3AM
3EDGE Asset Management
Florida
-$131M
4
Asset Management One
Asset Management One
Japan
-$43.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$35.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
51
Blue Trust Inc
Georgia
$29.7M -$3.65M -154,218 -11%
SW
52
SteelPeak Wealth
California
$29.3M +$7.25M +305,908 +31%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$27M -$2.94M -124,004 -9%
HFA
54
High Falls Advisors
New York
$26.8M +$8.28M +349,420 +42%
SAMC
55
Spectrum Asset Management (California)
California
$26.6M -$2.2M -92,676 -7%
AI
56
Atria Investments
North Carolina
$26.5M +$3.33M +140,517 +14%
SHJ
57
Sharkey, Howes & Javer
Colorado
$26.3M +$7.69M +324,832 +39%
CIAS
58
CFS Investment Advisory Services
New Jersey
$23.6M +$544M +22,950,687 +3,641%
SFO
59
Stokes Family Office
Louisiana
$23.5M +$5.47M +231,037 +29%
SFA
60
Sequoia Financial Advisors
Ohio
$23.4M +$5.33K +225 +0%
JBA
61
Johnson Bixby & Associates
Washington
$23.1M +$6.52M +275,317 +37%
CS
62
Comerica Securities
Michigan
$22.7M +$4.62M +195,220 +24%
Financial Engines Advisors
63
Financial Engines Advisors
California
$22.6M +$12.2M +515,248 +108%
CPO
64
Cerity Partners OCIO
New York
$22.3M +$126K +5,327 +0.5%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$22M +$228K +9,608 +1%
FIA
66
Foundations Investment Advisors
Arizona
$22M +$6.23M +263,009 +37%
GWM
67
Geneos Wealth Management
Colorado
$22M -$147K -6,217 -0.6%
MA
68
MCF Advisors
Kentucky
$20.8M +$21.7M +915,364 New
MPW
69
MA Private Wealth
California
$20.8M -$113K -4,783 -0.5%
RJA
70
Raymond James & Associates
Florida
$20.2M +$7.85M +331,419 +60%
SHIM
71
Stone House Investment Management
Pennsylvania
$20M +$8.92M +376,727 +75%
Prudential Financial
72
Prudential Financial
New Jersey
$19.7M +$4.45M +187,685 +28%
PFG
73
PAX Financial Group
Texas
$18.9M +$4.06M +171,506 +26%
APW
74
Austin Private Wealth
Texas
$18.4M +$6.87M +290,162 +56%
WPC
75
Wedmont Private Capital
Pennsylvania
$18.3M -$1.06M -44,772 -5%
1 2
3
4 5

GOVT Hedge Fund Activity: Q3 2022 in Review

578 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2022, worth a combined $21.9B — up 27% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GOVT positions and 65 closed out — a net gain of 11 holders — while 303 added to existing stakes and 152 trimmed.

The largest buyer was Bank of America, adding an estimated $3.26B. The largest seller was Goldman Sachs, exiting entirely with an estimated $148M sold.

  • 578 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2022, up from 577 in Q2 2022.
  • Funds reported $21.9B of iShares US Treasury Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 76 funds opened new iShares US Treasury Bond ETF positions in Q3 2022 and 65 closed out, a net change of +11 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2022 was Bank of America, an estimated $3.26B added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2022 was Goldman Sachs, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2022.