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iShares US Treasury Bond ETF

504 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 206 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 46

51% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 136

15% more funds holding in top 10

Funds holding in top 10: 7283 (+11)

14% more funds holding

Funds holding: 443504 (+61)

3% less capital invested

Capital invested by funds: $13.7B → $13.3B (-$436M)

1.33% less ownership

Funds ownership: 92.8%91.47% (-1.3%)

Holders
504
Holders Change
+61
Holders Change %
+13.77%
% of All Funds
8.92%
Holding in Top 10
83
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.28%
% of All Funds
1.47%
New
114
Increased
206
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
101
High Falls Advisors
New York
$9.77M +$2.14M +77,742 +28%
Citadel Advisors
102
Citadel Advisors
Florida
$9.3M +$9.42M +341,519 New
IWP
103
Icon Wealth Partners
Texas
$9.17M -$1.1M -39,836 -11%
CFG
104
Citizens Financial Group
Rhode Island
$9.1M -$447K -16,212 -5%
OAP
105
One Advisory Partners
Kansas
$8.77M -$1.2M -43,666 -12%
Canada Life
106
Canada Life
Manitoba, Canada
$8.72M +$639K +23,160 +8%
KAS
107
Kestra Advisory Services
Texas
$8.7M +$3.08M +111,810 +54%
BWP
108
Bernardo Wealth Planning
Pennsylvania
$8.69M +$2.8M +101,669 +47%
RA
109
RFG Advisory
Alabama
$8.62M -$1.07M -38,783 -11%
CNBT
110
Cornerstone National Bank & Trust
Illinois
$8.61M +$1.14M +41,226 +15%
CA
111
Cetera Advisors
Colorado
$8.54M +$651K +23,586 +8%
Citigroup
112
Citigroup
New York
$8.45M -$2.54M -92,006 -23%
CWA
113
Clearview Wealth Advisors
Oregon
$8.41M +$8.52M +308,891 New
Prudential Financial
114
Prudential Financial
New Jersey
$8.24M +$591K +21,426 +8%
EH
115
Equitable Holdings
New York
$8.09M +$1.42M +51,444 +21%
DE
116
Day & Ennis
Georgia
$8.03M +$1.02M +36,830 +14%
T
117
TRUADVICE
Florida
$7.74M +$3.5M +126,965 +81%
BRWA
118
B. Riley Wealth Advisors
Florida
$7.69M -$590K -21,402 -7%
AWM
119
Avondale Wealth Management
Texas
$7.67M +$820K +29,705 +12%
CCM
120
Crabel Capital Management
California
$7.62M +$5.86M +212,325 +314%
SB
121
Strategic Blueprint
Georgia
$7.61M +$6.11M +221,344 +382%
COF
122
Capital One Financial
Virginia
$7.52M +$7.31M +264,969 +2,402%
SMG
123
Spectrum Management Group
Indiana
$7.47M -$1.06M -38,433 -12%
OWA
124
Outlook Wealth Advisors
Texas
$7.41M -$1.46M -52,741 -16%
CAN
125
Cetera Advisor Networks
California
$7.37M -$26.2M -948,318 -78%

GOVT Hedge Fund Activity: Q4 2020 in Review

504 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2020, worth a combined $13.3B — down 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GOVT positions and 46 closed out — a net gain of 68 holders — while 206 added to existing stakes and 136 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Jordan Park Group, exiting entirely with an estimated $356M sold.

  • 504 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2020, up from 443 in Q3 2020.
  • Funds reported $13.3B of iShares US Treasury Bond ETF stock for Q4 2020, down 3.2% quarter-over-quarter.
  • 114 funds opened new iShares US Treasury Bond ETF positions in Q4 2020 and 46 closed out, a net change of +68 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $174M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2020 was Jordan Park Group, an estimated $356M sold.

Based on aggregated 13F filings for Q4 2020.