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iShares US Treasury Bond ETF
GOVT

278 hedge funds and large institutions have $11.5B invested in iShares US Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 146 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 50

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

71% more funds holding in top 10

Funds holding in top 10: 21 → 36 (+15)

39% more capital invested

Capital invested by funds: $8.28B → $11.5B (+$3.23B)

14% more funds holding

Funds holding: 244 → 278 (+34)

3% more ownership

Funds ownership: 95.91% → 98.91% (+3%)

Holders
278
Holders Change
+34
Holders Change %
+13.93%
% of All Funds
6.04%
Holding in Top 10
36
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+71.43%
% of All Funds
0.78%
New
60
Increased
146
Reduced
50
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$961M
2
Bank of America
Bank of America
North Carolina
+$684M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$550M
4
LPL Financial
LPL Financial
California
+$111M
5
BlackRock
BlackRock
New York
+$101M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$306M
2
JP Morgan Chase
JP Morgan Chase
New York
-$27.5M
3
FI
FormulaFolio Investments
Michigan
-$14.5M
4
DRS
Deane Retirement Strategies
Louisiana
-$12.8M
5
SB
Suntrust Banks
Georgia
-$5.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$3.28M +$1.48M +58,323 +85%
CWS
102
Cypress Wealth Services
California
$3.25M +$3.19M +125,843 New
Stifel Financial
103
Stifel Financial
Missouri
$3.21M +$839K +33,123 +36%
VC
104
Vicus Capital
Pennsylvania
$3.2M +$1.95M +76,900 +164%
VWM
105
Venturi Wealth Management
Texas
$3.1M +$1.79M +70,843 +144%
ACP
106
Aveo Capital Partners
Colorado
$3.1M +$3.05M +120,657 New
WCM
107
Wealthcare Capital Management
Virginia
$2.85M -$185K -7,306 -6%
UIA
108
UBP Investment Advisors
Switzerland
$2.83M +$36.4K +1,436 +1%
BS
109
Banco Santander
Spain
$2.83M +$2.78M +109,669 New
FAIM
110
Financial Advocates Investment Management
Washington
$2.81M +$2.05M +81,161 +293%
Jane Street
111
Jane Street
New York
$2.79M +$724K +28,606 +36%
SG Americas Securities
112
SG Americas Securities
New York
$2.78M -$1.14M -44,922 -29%
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$2.69M +$2.63M +104,000 New
BHWM
114
Bay Harbor Wealth Management
Maryland
$2.58M +$1.41M +55,722 +126%
PPP
115
Private Portfolio Partners
New Jersey
$2.56M +$1.61M +63,521 +179%
BSW
116
Buckingham Strategic Wealth
Missouri
$2.4M -$44.6K -1,760 -2%
MIM
117
Moseley Investment Management
Florida
$2.24M +$1.38M +54,404 +169%
TF
118
Trek Financial
Arizona
$2.19M +$945K +37,313 +79%
AWM
119
Alterna Wealth Management
Texas
$2.1M +$722K +28,524 +54%
IWC
120
Integrated Wealth Concepts
Massachusetts
$2.02M +$1.04M +41,076 +111%
MA
121
Mutual Advisors
Nebraska
$1.97M +$1.93M +76,321 New
PA
122
PFG Advisors
Arizona
$1.86M +$289K +11,423 +19%
LWM
123
Liberty Wealth Management
California
$1.85M +$854K +33,738 +89%
CWM
124
Cahaba Wealth Management
Georgia
$1.81M +$120K +4,722 +7%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1.79M +$458K +18,070 +35%
3 4
5
6 7

GOVT Hedge Fund Activity: Q2 2019 in Review

278 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2019, worth a combined $11.5B — up 39% from $8.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GOVT positions and 24 closed out — a net gain of 36 holders — while 146 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $961M. The largest seller was UBS Group, cutting an estimated $306M.

  • 278 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2019, up from 244 in Q1 2019.
  • Funds reported $11.5B of iShares US Treasury Bond ETF stock for Q2 2019, up 39% quarter-over-quarter.
  • 60 funds opened new iShares US Treasury Bond ETF positions in Q2 2019 and 24 closed out, a net change of +36 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2019 was Fidelity Investments, an estimated $961M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2019 was UBS Group, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2019.