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iShares US Treasury Bond ETF

629 hedge funds and large institutions have $24.4B invested in iShares US Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 271 increasing their positions, 217 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 217

17% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 76

6% more capital invested

Capital invested by funds: $23B → $24.4B (+$1.36B)

0% more funds holding

Funds holding: 628629 (+1)

0.63% less ownership

Funds ownership: 96.02%95.39% (-0.63%)

4% less funds holding in top 10

Funds holding in top 10: 6966 (-3)

94% less call options, than puts

Call options by funds: $346K | Put options by funds: $5.67M

Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.02%
Holding in Top 10
66
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.35%
% of All Funds
1.05%
New
89
Increased
271
Reduced
217
Closed
76
Calls
$346K
Puts
$5.67M
Net Calls
-$5.32M
Net Calls Change
-$7.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$16M +$6.4M +277,040 +68%
AI
77
Atria Investments
North Carolina
$15.9M +$1.74M +75,257 +12%
SA
78
Stewardship Advisors
Pennsylvania
$15.7M +$4.66M +201,551 +43%
Bank Julius Baer & Co
79
Bank Julius Baer & Co
Switzerland
$15.6M -$1.12M -48,485 -7%
HFA
80
High Falls Advisors
New York
$15.6M +$6.47M +280,009 +73%
RJA
81
Raymond James & Associates
Florida
$15.2M -$161K -6,980 -1%
CIAS
82
CFS Investment Advisory Services
New Jersey
$15.1M +$4.88M +211,166 +48%
US Bancorp
83
US Bancorp
Minnesota
$14.6M -$1.28M -55,381 -8%
IDA
84
Intelligence Driven Advisers
California
$14.4M -$165K -7,141 -1%
BTI
85
Blue Trust Inc
Georgia
$13.9M -$20.2M -872,495 -59%
SHJ
86
Sharkey, Howes & Javer
Colorado
$13.5M +$4.95M +214,338 +59%
M1FG
87
Mach-1 Financial Group
Arkansas
$13.3M +$13.2K +570 New
CIC
88
Cutler Investment Counsel
Oregon
$13.2M +$12.6M +545,394 +2,860%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$13.2M +$924K +39,989 +8%
SFO
90
Stokes Family Office
Louisiana
$12.9M +$5.01M +216,997 +65%
CS
91
Comerica Securities
Michigan
$12.8M +$1.76M +76,226 +16%
ACM
92
Antonetti Capital Management
Florida
$12.7M +$886K +38,357 +8%
APW
93
Austin Private Wealth
Texas
$12.4M +$3.84M +166,442 +45%
SFA
94
Source Financial Advisors
New York
$12.4M +$3.39M +146,609 +38%
Brown Advisory
95
Brown Advisory
Maryland
$12.2M +$296K +12,811 +3%
SHIM
96
Stone House Investment Management
Pennsylvania
$12.2M +$2.5M +108,261 +26%
Allianz Asset Management
97
Allianz Asset Management
Germany
$11.7M +$11.5M +500,000 New
AC
98
Annandale Capital
Texas
$11.5M +$141K +6,117 +1%
LWA
99
Lineweaver Wealth Advisors
Ohio
$11.3M -$543K -23,529 -5%
AAS
100
Avantax Advisory Services
Texas
$11.2M +$5.5M +238,227 +99%

GOVT Hedge Fund Activity: Q1 2023 in Review

629 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2023, worth a combined $24.4B — up 5.9% from $23B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new GOVT positions and 76 closed out — a net gain of 13 holders — while 271 added to existing stakes and 217 trimmed.

The largest buyer was Bank of America, adding an estimated $1.61B. The largest seller was Stifel Financial, cutting an estimated $381M.

  • 629 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2023, up from 628 in Q4 2022.
  • Funds reported $24.4B of iShares US Treasury Bond ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 89 funds opened new iShares US Treasury Bond ETF positions in Q1 2023 and 76 closed out, a net change of +13 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $1.61B added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2023 was Stifel Financial, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.