We are live on ! Find out more
GOVT icon

iShares US Treasury Bond ETF

409 hedge funds and large institutions have $15.1B invested in iShares US Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 44

40% more funds holding in top 10

Funds holding in top 10: 6084 (+24)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

8% more funds holding

Funds holding: 377409 (+32)

2% more capital invested

Capital invested by funds: $14.8B → $15.1B (+$290M)

3.69% less ownership

Funds ownership: 94.94%91.25% (-3.7%)

Holders
409
Holders Change
+32
Holders Change %
+8.49%
% of All Funds
9.01%
Holding in Top 10
84
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+40%
% of All Funds
1.85%
New
82
Increased
160
Reduced
131
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
76
Bank Julius Baer & Co
Switzerland
$13.6M +$13M +485,909 New
CIA
77
Compass Ion Advisors
Pennsylvania
$13.3M +$12.7M +473,213 New
VHAM
78
Van Hulzen Asset Management
California
$12.5M +$9.25M +344,634 +342%
SPIA
79
Steward Partners Investment Advisory
New York
$12.4M +$1.09M +40,575 +10%
RA
80
RFG Advisory
Alabama
$12.4M +$4.82M +179,644 +68%
PFG
81
PAX Financial Group
Texas
$11.7M -$9.33M -347,594 -46%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$10.7M -$1.9M -70,674 -16%
SA
83
Stewardship Advisors
Pennsylvania
$10.5M +$4.15M +154,703 +70%
CA
84
Cetera Advisors
Colorado
$10.4M +$566K +21,083 +6%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$10.4M +$2.26M +84,108 +30%
BRWA
86
B. Riley Wealth Advisors
Florida
$10M +$306K +11,419 +3%
HighTower Advisors
87
HighTower Advisors
Illinois
$10M +$2.93M +109,238 +44%
HPC
88
Hobart Private Capital
North Carolina
$10M -$723K -26,951 -7%
CIAS
89
Capital Investment Advisory Services
North Carolina
$9.99M +$2.61M +97,446 +38%
CAM
90
Concorde Asset Management
Michigan
$9.91M -$458K -17,060 -5%
CFG
91
Citizens Financial Group
Rhode Island
$9.84M -$11.5K -430 -0.1%
CC
92
Copperleaf Capital
North Carolina
$9.81M -$378K -14,081 -4%
CWS
93
Cypress Wealth Services
California
$9.73M +$1.3M +48,453 +16%
TVAMP
94
Tennessee Valley Asset Management Partners
Tennessee
$9.56M +$561K +20,891 +7%
DCM
95
Donaldson Capital Management
Indiana
$9.45M +$8.02M +298,903 +779%
HGWM
96
Horst & Graben Wealth Management
Oregon
$9.23M +$8.84M +329,567 New
SXL
97
Summit X LLC
Missouri
$8.85M -$1.37M -50,882 -14%
EWA
98
ERTS Wealth Advisors
Michigan
$8.75M +$8.38M +312,384 New
VFM
99
Vivid Financial Management
California
$8.74M -$1.06M -39,682 -11%
CAN
100
Cetera Advisor Networks
California
$8.7M -$149K -5,539 -2%

GOVT Hedge Fund Activity: Q1 2020 in Review

409 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2020, worth a combined $15.1B — up 2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GOVT positions and 44 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $752M. The largest seller was Bank of America, cutting an estimated $1.95B.

  • 409 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2020, up from 377 in Q4 2019.
  • Funds reported $15.1B of iShares US Treasury Bond ETF stock for Q1 2020, up 2% quarter-over-quarter.
  • 82 funds opened new iShares US Treasury Bond ETF positions in Q1 2020 and 44 closed out, a net change of +38 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $752M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2020.