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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
MAFM
76
Mid Atlantic Financial Management
Pennsylvania
$6M +$1.31M +51,740 +29%
FAG
77
Financial Advisory Group
Texas
$5.57M -$311K -12,275 -5%
PPW
78
Pasadena Private Wealth
California
$5.52M +$5.42M +213,964 New
MUAMU
79
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.5M +$5.87M +232,000 +13%
TC
80
TownSquare Capital
Utah
$5.13M -$1.76M -69,373 -26%
CIAS
81
Capital Investment Advisory Services
North Carolina
$5.1M +$725K +28,621 +17%
RCA
82
Rowland Carmichael Advisors
Arizona
$5.05M +$2.88M +113,919 +139%
Canada Life
83
Canada Life
Manitoba, Canada
$5M +$176K +6,949 +4%
CAM
84
Concorde Asset Management
Michigan
$4.97M +$2.42M +95,484 +98%
HighTower Advisors
85
HighTower Advisors
Illinois
$4.92M +$2.47M +97,512 +104%
CFGS
86
Concourse Financial Group Securities
Alabama
$4.76M +$3.37M +133,279 +261%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.53M +$1.31M +51,901 +42%
DG
88
Delek Group
Israel
$4.5M -$1.43M -56,550 -24%
SPIA
89
Steward Partners Investment Advisory
New York
$4.48M +$1.63M +64,569 +59%
Prudential Financial
90
Prudential Financial
New Jersey
$4.27M -$247K -9,736 -6%
DE
91
Day & Ennis
Georgia
$4.25M +$2.24M +88,495 +116%
SFA
92
Sequoia Financial Advisors
Ohio
$4.15M +$1.43M +56,599 +54%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$3.89M +$2.12M +83,781 +125%
ECM
94
ETrade Capital Management
Virginia
$3.81M +$3.74M +147,748 New
GWM
95
Geneos Wealth Management
Colorado
$3.69M +$480K +18,962 +15%
SS
96
Simplicity Solutions
Minnesota
$3.66M +$2.84M +112,177 +381%
SFG
97
StrategIQ Financial Group
Indiana
$3.6M +$137K +5,417 +4%
MIAN
98
Mariner Independent Advisor Network
Kansas
$3.49M +$1.5M +59,202 +78%
CAN
99
Cetera Advisor Networks
California
$3.36M +$526K +20,790 +19%
ASN
100
Advisory Services Network
Georgia
$3.28M -$402K -15,879 -11%

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.