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iShares US Treasury Bond ETF

409 hedge funds and large institutions have $15.1B invested in iShares US Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 44

40% more funds holding in top 10

Funds holding in top 10: 6084 (+24)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

8% more funds holding

Funds holding: 377409 (+32)

2% more capital invested

Capital invested by funds: $14.8B → $15.1B (+$290M)

3.69% less ownership

Funds ownership: 94.94%91.25% (-3.7%)

Holders
409
Holders Change
+32
Holders Change %
+8.49%
% of All Funds
9.01%
Holding in Top 10
84
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+40%
% of All Funds
1.85%
New
82
Increased
160
Reduced
131
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
101
LifePlan Financial Group
Ohio
$8.58M +$45.3K +1,690 +0.6%
Citadel Advisors
102
Citadel Advisors
Florida
$8.56M +$8.2M +305,726 New
DE
103
Day & Ennis
Georgia
$8.38M +$380K +14,167 +5%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$8.37M +$1.99M +74,321 +33%
BWP
105
Bernardo Wealth Planning
Pennsylvania
$8.28M +$232K +8,636 +3%
Canada Life
106
Canada Life
Manitoba, Canada
$7.88M +$765K +28,529 +11%
EC
107
Estate Counselors
Wisconsin
$7.88M
Prudential Financial
108
Prudential Financial
New Jersey
$7.84M +$381K +14,182 +5%
SCA
109
Snowden Capital Advisors
New York
$7.81M -$988K -36,821 -12%
Jane Street
110
Jane Street
New York
$7.8M +$7.47M +278,493 New
RCA
111
Rowland Carmichael Advisors
Arizona
$7.71M -$827K -30,826 -10%
MAFM
112
Mid Atlantic Financial Management
Pennsylvania
$7.47M -$361K -13,454 -5%
PAG
113
Private Advisor Group
New Jersey
$7.42M +$2.31M +86,122 +48%
SFA
114
Sequoia Financial Advisors
Ohio
$7.4M +$289K +10,761 +4%
OWA
115
Outlook Wealth Advisors
Texas
$7.22M +$6.92M +257,776 New
Baird Financial Group
116
Baird Financial Group
Wisconsin
$7.19M -$553K -20,615 -7%
MIAN
117
Mariner Independent Advisor Network
Kansas
$7.19M +$1.58M +58,817 +30%
TK
118
TIAA Kaspick
Massachusetts
$7.18M -$1,000K -37,259 -13%
PWPCM
119
Perella Weinberg Partners Capital Management
New York
$7.18M +$6.87M +256,229 New
AWM
120
Avondale Wealth Management
Texas
$7.11M -$555K -20,694 -8%
5L
121
55I LLC
Massachusetts
$6.82M +$3.27M +121,993 +100%
TC
122
TownSquare Capital
Utah
$6.78M +$718K +26,768 +12%
IWC
123
Integrated Wealth Concepts
Massachusetts
$6.63M +$2.01M +75,049 +46%
ICMP
124
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.51M -$1.07M -39,894 -15%
CNBT
125
Cornerstone National Bank & Trust
Illinois
$6.5M +$1.16M +43,092 +23%

GOVT Hedge Fund Activity: Q1 2020 in Review

409 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2020, worth a combined $15.1B — up 2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GOVT positions and 44 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $752M. The largest seller was Bank of America, cutting an estimated $1.95B.

  • 409 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2020, up from 377 in Q4 2019.
  • Funds reported $15.1B of iShares US Treasury Bond ETF stock for Q1 2020, up 2% quarter-over-quarter.
  • 82 funds opened new iShares US Treasury Bond ETF positions in Q1 2020 and 44 closed out, a net change of +38 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $752M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2020.