We are live on ! Find out more
GOVT icon

iShares US Treasury Bond ETF

629 hedge funds and large institutions have $24.4B invested in iShares US Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 271 increasing their positions, 217 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 217

17% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 76

6% more capital invested

Capital invested by funds: $23B → $24.4B (+$1.36B)

0% more funds holding

Funds holding: 628629 (+1)

0.63% less ownership

Funds ownership: 96.02%95.39% (-0.63%)

4% less funds holding in top 10

Funds holding in top 10: 6966 (-3)

94% less call options, than puts

Call options by funds: $346K | Put options by funds: $5.67M

Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.02%
Holding in Top 10
66
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.35%
% of All Funds
1.05%
New
89
Increased
271
Reduced
217
Closed
76
Calls
$346K
Puts
$5.67M
Net Calls
-$5.32M
Net Calls Change
-$7.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11M +$475K +20,553 +5%
IWP
102
Icon Wealth Partners
Texas
$10.8M +$10.6M +460,577 New
T
103
TNF
Montana
$10.8M +$5.08M +219,987 +92%
OP
104
ORG Partners
Indiana
$10.6M +$10.5M +452,627 New
OPS
105
Orion Portfolio Solutions
Nebraska
$10.5M +$6.22M +269,282 +151%
BCI
106
Brinker Capital Investments
Pennsylvania
$10.5M +$9.18M +397,368 +799%
CCFM
107
Clear Creek Financial Management
Washington
$10.2M +$6.42M +278,118 +177%
SCM
108
Seascape Capital Management
New Hampshire
$10.1M +$780K +33,789 +9%
C1AG
109
Client 1st Advisory Group
Florida
$9.95M -$1.89M -82,013 -16%
CFGS
110
Concourse Financial Group Securities
Alabama
$9.94M +$3.14M +135,781 +47%
GWSA
111
Global Wealth Strategies & Associates
Colorado
$9.7M +$2.3M +99,759 +32%
PFG
112
PAX Financial Group
Texas
$9.65M +$2.54M +109,769 +36%
ODIJL
113
One Day In July LLC
Vermont
$9.6M +$837K +36,228 +10%
PAG
114
Private Advisor Group
New Jersey
$9.5M -$106K -4,594 -1%
Mariner
115
Mariner
Kansas
$9.27M +$2.66M +115,087 +41%
OWA
116
One Wealth Advisors
California
$9.24M +$3.6M +155,761 +65%
MOS
117
MGO One Seven
Ohio
$9.16M +$9.05M +391,934 New
KFAA
118
Klaas Financial Asset Advisors
Illinois
$9.15M +$19K +824 +0.2%
HighTower Advisors
119
HighTower Advisors
Illinois
$8.96M +$688K +29,804 +8%
T
120
TCWP
Ohio
$8.86M +$3.93M +169,975 +81%
CT
121
Columbia Trust
Oregon
$8.79M -$153K -6,609 -2%
PWPCM
122
Perella Weinberg Partners Capital Management
New York
$8.21M +$368K +15,933 +5%
TF
123
Trek Financial
Arizona
$8.11M +$2.44M +105,459 +44%
OAM
124
Occidental Asset Management
California
$8.06M +$7.96M +344,543 New
AT
125
Arden Trust
Delaware
$7.99M +$7.89M +341,618 New

GOVT Hedge Fund Activity: Q1 2023 in Review

629 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2023, worth a combined $24.4B — up 5.9% from $23B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new GOVT positions and 76 closed out — a net gain of 13 holders — while 271 added to existing stakes and 217 trimmed.

The largest buyer was Bank of America, adding an estimated $1.61B. The largest seller was Stifel Financial, cutting an estimated $381M.

  • 629 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2023, up from 628 in Q4 2022.
  • Funds reported $24.4B of iShares US Treasury Bond ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 89 funds opened new iShares US Treasury Bond ETF positions in Q1 2023 and 76 closed out, a net change of +13 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $1.61B added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2023 was Stifel Financial, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.