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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
NL
126
NWAM LLC
Washington
$7.35M +$7.44M +269,809 New
MCIA
127
Mountain Capital Investment Advisors
Colorado
$7.16M -$1.39M -50,331 -16%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$7.09M +$409K +14,812 +6%
IWC
129
Integrated Wealth Concepts
Massachusetts
$7M +$814K +29,521 +13%
CAM
130
Concorde Asset Management
Michigan
$6.96M +$20.7K +749 +0.3%
APW
131
Austin Private Wealth
Texas
$6.96M +$1.3M +46,941 +22%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$6.87M -$1.22M -44,198 -15%
SPAS
133
Spectrum Planning & Advisory Services
California
$6.87M +$6.95M +252,067 New
ICMP
134
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.83M +$62.4K +2,262 +0.9%
LWM
135
Liberty Wealth Management
California
$6.78M +$937K +33,954 +16%
I
136
INVST
Indiana
$6.73M -$146K -5,302 -2%
BHWM
137
Bay Harbor Wealth Management
Maryland
$6.7M +$1.14M +41,375 +20%
4WM
138
4J Wealth Management
Virginia
$6.66M +$6.75M +244,517 New
SIA
139
Strategic Investment Advisors
Michigan
$6.62M +$4.81M +174,326 +254%
MAFM
140
Mid Atlantic Financial Management
Pennsylvania
$6.46M -$86.3K -3,129 -1%
RCA
141
Rowland Carmichael Advisors
Arizona
$6.42M +$454K +16,453 +8%
HighTower Advisors
142
HighTower Advisors
Illinois
$6.24M +$792K +28,698 +14%
TC
143
TownSquare Capital
Utah
$6.14M +$1.09M +39,442 +21%
BWM
144
BCGM Wealth Management
Indiana
$6.01M +$6.17M +223,714 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$5.93M +$365K +13,241 +6%
MCWS
146
McKinley Carter Wealth Services
West Virginia
$5.77M +$5.84M +211,679 New
FPGK
147
Financial Partners Group (Kansas)
Kansas
$5.73M +$5M +181,271 +597%
SCA
148
Snowden Capital Advisors
New York
$5.71M +$189K +6,864 +3%
UIA
149
UBP Investment Advisors
Switzerland
$5.52M +$2.06M +74,606 +59%
SWA
150
Stratos Wealth Advisors
Ohio
$5.47M +$2.79M +101,010 +101%

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.