We are live on ! Find out more
GOVT icon

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
IWP
76
Icon Wealth Partners
Texas
$14.9M +$2.39M +93,477 +19%
CCFM
77
Clear Creek Financial Management
Washington
$14.8M +$3.93M +153,325 +35%
SAMC
78
Spectrum Asset Management (California)
California
$14.3M -$2.19M -85,498 -13%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$14.3M +$121K +4,718 +0.8%
RJA
80
Raymond James & Associates
Florida
$14.1M +$2.06M +80,374 +17%
HPC
81
Hobart Private Capital
North Carolina
$14.1M -$468K -18,260 -3%
Prudential Financial
82
Prudential Financial
New Jersey
$13.9M +$3.65M +142,658 +34%
MBT
83
Montecito Bank & Trust
California
$13.7M -$779K -30,430 -5%
CFGS
84
Concourse Financial Group Securities
Alabama
$13.2M -$3.71M -144,974 -21%
BRWA
85
B. Riley Wealth Advisors
Florida
$13M +$819K +31,973 +7%
SHIM
86
Stone House Investment Management
Pennsylvania
$12.9M +$1.01M +39,327 +8%
WF
87
Williams Financial
Vermont
$12.9M +$4.18M +163,350 +46%
ACM
88
Antonetti Capital Management
Florida
$12.5M +$1.07M +41,748 +9%
WWG
89
West Wealth Group
California
$12.4M -$2.56M -99,976 -17%
HighTower Advisors
90
HighTower Advisors
Illinois
$12.3M +$235K +9,160 +2%
DJSG
91
D.J. St. Germain
Massachusetts
$12.2M -$203K -7,924 -2%
IMA
92
Investment Management Associates
Colorado
$12M +$5.41M +211,233 +78%
CCWA
93
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12M -$560K -21,870 -4%
AA
94
Acorns Advisers
California
$11.5M +$2.84M +110,829 +31%
SA
95
Stewardship Advisors
Pennsylvania
$11.4M -$346K -13,506 -3%
OWA
96
One Wealth Advisors
California
$11.1M +$1.21M +47,216 +12%
FCA
97
FLC Capital Advisors
California
$11M -$7.4M -288,879 -40%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$11M -$1.61M -62,852 -12%
T
99
TCWP
Ohio
$10.9M +$2.2M +85,863 +24%
DE
100
Day & Ennis
Georgia
$10.2M +$1.82M +71,038 +21%

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.