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iShares US Treasury Bond ETF

656 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 293 increasing their positions, 211 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

39% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 211

8% more funds holding in top 10

Funds holding in top 10: 6671 (+5)

6% more capital invested

Capital invested by funds: $24.4B → $25.9B (+$1.49B)

4% more funds holding

Funds holding: 629656 (+27)

1.04% less ownership

Funds ownership: 95.39%94.35% (-1%)

89% less call options, than puts

Call options by funds: $676K | Put options by funds: $5.89M

Holders
656
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
10.3%
Holding in Top 10
71
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.58%
% of All Funds
1.11%
New
85
Increased
293
Reduced
211
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
76
Smith Anglin Financial
Texas
$21.4M +$161K +6,946 +0.8%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$20.6M -$2.55M -110,101 -11%
AA
78
Acorns Advisers
California
$19.5M +$1.77M +76,507 +10%
NA
79
NewEdge Advisors
Louisiana
$19.3M +$402K +17,328 +2%
HGWM
80
Horst & Graben Wealth Management
Oregon
$19.1M +$1.1M +47,517 +6%
Financial Engines Advisors
81
Financial Engines Advisors
California
$18.4M -$167K -7,198 -0.9%
TC
82
Trilogy Capital
California
$17.9M -$163K -7,049 -0.9%
SHJ
83
Sharkey, Howes & Javer
Colorado
$17.7M +$4.54M +195,703 +34%
SA
84
Stewardship Advisors
Pennsylvania
$17.6M +$2.23M +95,981 +14%
IMA
85
Investment Management Associates
Colorado
$17.5M
AFS
86
Access Financial Services
Minnesota
$17.4M +$359K +15,488 +2%
SW
87
SteelPeak Wealth
California
$16.8M +$145K +6,239 +0.9%
BTI
88
Blue Trust Inc
Georgia
$16.6M +$2.24M +96,636 +16%
Prudential Financial
89
Prudential Financial
New Jersey
$16.4M +$672K +28,963 +4%
PAG
90
Private Advisor Group
New Jersey
$15.9M +$6.78M +292,436 +72%
FIA
91
Foundations Investment Advisors
Arizona
$15.9M +$8.64M +372,670 +116%
OC
92
Oakworth Capital
Alabama
$15.8M -$55.6K -2,395 -0.3%
CA
93
Cambridge Associates
Massachusetts
$15.7M -$4.98M -214,550 -24%
WANY
94
Wealthspire Advisors (New York)
New York
$15.7M -$760K -32,770 -5%
AI
95
Atria Investments
North Carolina
$15.5M -$78.7K -3,395 -0.5%
GCM
96
Genus Capital Management
British Columbia, Canada
$15.4M +$15.6M +671,308 New
HFA
97
High Falls Advisors
New York
$15.2M -$11.3K -487 -0.1%
HighTower Advisors
98
HighTower Advisors
Illinois
$14.8M +$6.05M +260,752 +68%
CIC
99
Cutler Investment Counsel
Oregon
$14.7M +$1.77M +76,136 +13%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$14.5M +$1.65M +71,159 +13%

GOVT Hedge Fund Activity: Q2 2023 in Review

656 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2023, worth a combined $25.9B — up 6.1% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 54 closed out — a net gain of 31 holders — while 293 added to existing stakes and 211 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $309M. The largest seller was Miracle Mile Advisors, cutting an estimated $39.5M.

  • 656 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2023, up from 629 in Q1 2023.
  • Funds reported $25.9B of iShares US Treasury Bond ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2023 and 54 closed out, a net change of +31 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2023 was PNC Financial Services Group, an estimated $309M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2023 was Miracle Mile Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2023.