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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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$14.7M +$979K +35,475 +7%
SFA
77
Sequoia Financial Advisors
Ohio
$14.4M +$2.88M +104,274 +24%
HPC
78
Hobart Private Capital
North Carolina
$14.3M +$662K +23,987 +5%
WP
79
WealthShield Partners
North Carolina
$14.2M +$8.93M +323,854 +164%
CFGS
80
Concourse Financial Group Securities
Alabama
$14M +$163K +5,916 +1%
LWA
81
Lineweaver Wealth Advisors
Ohio
$13M +$159K +5,772 +1%
CC
82
Copperleaf Capital
North Carolina
$13M +$2.05M +74,214 +18%
EWA
83
ERTS Wealth Advisors
Michigan
$12.9M -$1.15M -41,679 -8%
HGWM
84
Horst & Graben Wealth Management
Oregon
$12.6M +$1.25M +45,419 +11%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$12.5M +$11M +400,510 +666%
PIN
86
Prudent Investors Network
California
$12.5M -$6.93M -251,054 -35%
BFC
87
Bedel Financial Consulting
Indiana
$12.4M +$194K +7,027 +2%
VFM
88
Vivid Financial Management
California
$12.1M -$955K -34,613 -7%
SHJ
89
Sharkey, Howes & Javer
Colorado
$11.7M -$2.96M -107,454 -20%
WF
90
Williams Financial
Vermont
$11.6M +$11.7M +424,636 New
CCFM
91
Clear Creek Financial Management
Washington
$11.3M +$11.5M +416,253 New
PAG
92
Private Advisor Group
New Jersey
$11.1M +$895K +32,455 +9%
SPIA
93
Steward Partners Investment Advisory
New York
$10.3M -$78.8K -2,855 -0.8%
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M +$1.54M +55,873 +18%
PWPCM
95
Perella Weinberg Partners Capital Management
New York
$10.1M +$3.13M +113,375 +44%
SAMC
96
Spectrum Asset Management (California)
California
$10.1M +$267K +9,675 +3%
SHIM
97
Stone House Investment Management
Pennsylvania
$9.96M -$8M -289,816 -44%
AWC
98
Abundance Wealth Counselors
Pennsylvania
$9.96M +$3.82M +138,306 +61%
CWS
99
Cypress Wealth Services
California
$9.84M +$9.97M +361,234 New
VC
100
Vicus Capital
Pennsylvania
$9.83M -$37K -1,342 -0.4%

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.