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iShares US Treasury Bond ETF

579 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 274 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 168

1.15% more ownership

Funds ownership: 96.05%97.2% (+1.1%)

0% more capital invested

Capital invested by funds: $15.7B → $15.7B (+$56.9M)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

2% less funds holding

Funds holding: 593579 (-14)

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

Holders
579
Holders Change
-14
Holders Change %
-2.36%
% of All Funds
9.13%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.25%
New
68
Increased
274
Reduced
168
Closed
72
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$10.1M +$985K +38,476 +10%
LWA
102
Lineweaver Wealth Advisors
Ohio
$10.1M +$2.96M +115,492 +40%
FIA
103
Foundations Investment Advisors
Arizona
$9.93M +$1.43M +55,743 +16%
PAG
104
Private Advisor Group
New Jersey
$9.85M -$3.27M -127,507 -24%
OAP
105
One Advisory Partners
Kansas
$9.84M +$167K +6,540 +2%
SPIA
106
Steward Partners Investment Advisory
New York
$9.8M +$2.11M +82,380 +26%
FCT
107
Family Capital Trust
Massachusetts
$9.66M +$253K +9,890 +3%
LWM
108
Liberty Wealth Management
California
$9.57M +$9.85M +384,704 New
IDA
109
Intelligence Driven Advisers
California
$9.4M +$121K +4,736 +1%
AAS
110
Avantax Advisory Services
Texas
$9.14M +$1.3M +50,920 +16%
APW
111
Austin Private Wealth
Texas
$9.11M +$1.96M +76,355 +26%
BHWM
112
Bay Harbor Wealth Management
Maryland
$9.04M +$163K +6,380 +2%
KFSC
113
Keystone Financial Services (Colorado)
Colorado
$9.01M +$436K +17,011 +5%
CWA
114
Clearview Wealth Advisors
Oregon
$9M +$1.93M +75,295 +26%
TDWM
115
Topel & Distasi Wealth Management
California
$8.89M -$32.1K -1,253 -0.3%
DF
116
Donoghue Forlines
Massachusetts
$8.81M +$9.06M +353,633 New
TCMP
117
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.61M -$126K -4,930 -1%
CA
118
Cetera Advisors
Colorado
$8.57M +$530K +20,683 +6%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$8.44M +$266K +10,375 +3%
SMG
120
Spectrum Management Group
Indiana
$8.4M +$556K +21,727 +7%
CC
121
Copperleaf Capital
North Carolina
$8.22M -$67.1K -2,621 -0.8%
CC
122
Cadinha & Co
Hawaii
$8.06M +$53.8K +2,100 +0.7%
SWA
123
Stratos Wealth Advisors
Ohio
$8.02M +$532K +20,779 +7%
UIA
124
UBP Investment Advisors
Switzerland
$7.86M -$2.63M -102,775 -45%
MIAN
125
Mariner Independent Advisor Network
Kansas
$7.82M +$2.13M +83,062 +36%

GOVT Hedge Fund Activity: Q1 2022 in Review

579 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2022, worth a combined $15.7B — up 0.36% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GOVT and 68 opened new positions — a net loss of 4 holders — while 168 trimmed existing stakes and 274 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 579 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2022, down from 593 in Q4 2021.
  • Funds reported $15.7B of iShares US Treasury Bond ETF stock for Q1 2022, up 0.36% quarter-over-quarter.
  • 68 funds opened new iShares US Treasury Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $470M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2022.