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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
Citadel Advisors
126
Citadel Advisors
Florida
$1.77M +$952K +37,591 +121%
PAG
127
Private Advisor Group
New Jersey
$1.76M -$565K -22,316 -25%
BA
128
Ballew Advisors
Mississippi
$1.75M +$911 +36 +0.1%
AF
129
Advisornet Financial
Minnesota
$1.7M +$853K +33,698 +105%
CWM
130
Cornerstone Wealth Management
Missouri
$1.59M +$540K +21,344 +53%
WP
131
WealthShield Partners
North Carolina
$1.58M +$736K +29,082 +91%
MA
132
MUFG Americas
New York
$1.52M -$17.4K -689 -1%
BTS
133
BB&T Securities
Virginia
$1.51M +$636K +25,112 +75%
WPSG
134
Wealth & Pension Services Group
Georgia
$1.49M – – –
CCFM
135
Clear Creek Financial Management
Washington
$1.47M +$1.44M +57,021 New
SAM
136
Shamrock Asset Management
Texas
$1.42M +$605K +23,902 +76%
US Bancorp
137
US Bancorp
Minnesota
$1.32M +$223K +8,827 +21%
BRWA
138
B. Riley Wealth Advisors
Florida
$1.24M +$604K +23,849 +98%
EDRH
139
Edmond de Rothschild Holding
Switzerland
$1.24M +$744K +29,389 +158%
RIA
140
Regal Investment Advisors
Michigan
$1.23M +$74.5K +2,941 +7%
Franklin Resources
141
Franklin Resources
California
$1.17M +$471K +18,620 +69%
FAM
142
Foothills Asset Management
Arizona
$1.15M -$526K -20,765 -32%
FTUS
143
Flow Traders U.S.
New York
$1.11M +$301K +11,874 +38%
OFG
144
OmniStar Financial Group
North Carolina
$1.11M +$413K +16,314 +61%
PC
145
Peavine Capital
Nevada
$1.09M +$111K +4,389 +12%
PAG
146
Pinnacle Advisory Group
Maryland
$1.07M +$83.7K +3,305 +9%
AIP
147
Almanack Investment Partners
Pennsylvania
$1.07M +$9.77K +386 +0.9%
RJT
148
Raymond James Trust
Florida
$1.04M +$106K +4,181 +12%
FCA
149
FinTrust Capital Advisors
South Carolina
$951K +$386K +15,238 +71%
CFD
150
Creative Financial Designs
Indiana
$898K +$646K +25,513 +270%
4 5
6
7 8

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.