We are live on ! Find out more
GOVT icon

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
VC
126
Vicus Capital
Pennsylvania
$6.09M +$499K +18,615 +9%
I
127
INVST
Indiana
$5.8M +$706K +26,297 +15%
BHWM
128
Bay Harbor Wealth Management
Maryland
$5.72M +$229K +8,543 +4%
SFS
129
Sowell Financial Services
Arkansas
$5.72M +$805K +30,000 +17%
VWA
130
Visionary Wealth Advisors
Illinois
$5.72M +$3.96M +147,627 +262%
FI
131
FormulaFolio Investments
Michigan
$5.67M -$14.9M -553,884 -73%
OAM
132
Oppenheimer Asset Management
New York
$5.62M +$5.3M +197,443 +6,149%
MWM
133
Moulton Wealth Management
Washington
$5.59M +$1.86M +69,157 +53%
ASN
134
Advisory Services Network
Georgia
$5.58M +$1.28M +47,702 +32%
KFS
135
Kelly Financial Services
Massachusetts
$5.33M +$5.1M +190,092 +159,741%
EH
136
Equitable Holdings
New York
$5.01M +$2.59M +96,670 +118%
QFA
137
Quattro Financial Advisors
Texas
$4.88M -$1.25M -46,484 -53%
WR
138
Watson Rebecca
$4.87M +$809K +30,152 +21%
LWM
139
Liberty Wealth Management
California
$4.82M +$444K +16,531 +11%
SPC
140
Sigma Planning Corp
Michigan
$4.66M -$417K -15,555 -9%
HAS
141
HBW Advisory Services
California
$4.64M +$824K +30,708 New
AWM
142
Avior Wealth Management
Nebraska
$4.37M +$4.19M +156,100 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$4.28M +$155K +5,767 +4%
WP
144
WealthShield Partners
North Carolina
$4.26M +$430K +16,034 +12%
Allianz Asset Management
145
Allianz Asset Management
Germany
$4.24M +$4.06M +151,252 New
ETS
146
ESL Trust Services
New York
$4.13M
FAIM
147
Financial Advocates Investment Management
Washington
$4.03M +$1.39M +51,920 +34%
MG
148
Mather Group
Illinois
$3.92M -$432K -16,098 -10%
VWM
149
Venturi Wealth Management
Texas
$3.89M -$377K -14,033 -9%
PWA
150
Physician Wealth Advisors
Utah
$3.86M -$2.13M -79,502 -37%

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.