iShares US Treasury Bond ETF
GOVT
94 hedge funds and large institutions have $2.84B invested in iShares US Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 16 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
9% more capital invested
Capital invested by funds: $2.61B → $2.84B (+$223M)
2% less funds holding
Funds holding: 96 → 94 (-2)
14.35% less ownership
Funds ownership: 92.61% → 78.26% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$321M |
| 2 |
BlackRock
New York
|
+$218M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$76.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$46.2M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$162M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$34.4M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$33.8M |
| 4 |
LPL Financial
San Diego,
California
|
-$25.5M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$17.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Goldman Sachs
New York
| – | -$1.09M | -43,923 | Closed |
|
|
FAAS
102
First Allied Advisory Services
San Diego,
California
| – | -$875K | -35,096 | Closed |
|
|
CGI
103
Cougar Global Investments
Toronto,
Ontario, Canada
| – | -$701K | -28,108 | Closed |
|
|
VKH
104
Virtu KCG Holdings
New York
| – | -$318K | -12,766 | Closed |
|
|
TSS
105
Two Sigma Securities
New York
| – | -$214K | -8,596 | Closed |
|
|
NG
106
NatWest Group
Edinburgh, Scotland,
United Kingdom
| – | -$203K | -8,150 | Closed |
|
|
MIFH
107
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$50K | -2,000 | Closed |
|
|
GRP
108
Global Retirement Partners
San Rafael,
California
| – | -$49K | -1,970 | Closed |
|
|
IWM
109
IHT Wealth Management
Chicago,
Illinois
| – | -$44K | -1,773 | Closed |
|
GOVT Hedge Fund Activity: Q1 2017 in Review
94 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2017, worth a combined $2.84B — up 8.5% from $2.61B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new GOVT positions and 16 closed out — a net gain of 2 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was Bank of America, adding an estimated $321M. The largest seller was Ameriprise, cutting an estimated $162M.
- 94 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2017, down from 96 in Q4 2016.
- Funds reported $2.84B of iShares US Treasury Bond ETF stock for Q1 2017, up 8.5% quarter-over-quarter.
- 18 funds opened new iShares US Treasury Bond ETF positions in Q1 2017 and 16 closed out, a net change of +2 holders.
- The largest iShares US Treasury Bond ETF buyer in Q1 2017 was Bank of America, an estimated $321M added.
- The largest iShares US Treasury Bond ETF seller in Q1 2017 was Ameriprise, an estimated $162M sold.
Based on aggregated 13F filings for Q1 2017.