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iShares US Treasury Bond ETF

593 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 57

21% more funds holding in top 10

Funds holding in top 10: 6781 (+14)

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

15% more funds holding

Funds holding: 517593 (+76)

8% more capital invested

Capital invested by funds: $14.5B → $15.7B (+$1.21B)

3.55% more ownership

Funds ownership: 92.5%96.05% (+3.5%)

Holders
593
Holders Change
+76
Holders Change %
+14.7%
% of All Funds
9.13%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.25%
New
138
Increased
216
Reduced
179
Closed
57
Calls
$129K
Puts
Net Calls
+$129K
Net Calls Change
+$715K
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
126
Van Hulzen Asset Management
California
$8.14M -$2.58M -97,598 -24%
AWM
127
Avondale Wealth Management
Texas
$8.13M +$436K +16,463 +6%
SWA
128
Stratos Wealth Advisors
Ohio
$8.04M +$126K +4,751 +2%
SCA
129
Snowden Capital Advisors
New York
$7.98M +$420K +15,845 +6%
LWA
130
Lineweaver Wealth Advisors
Ohio
$7.73M -$10.5M -395,907 -58%
APW
131
Austin Private Wealth
Texas
$7.72M +$854K +32,255 +13%
CWA
132
Clearview Wealth Advisors
Oregon
$7.63M -$49.1K -1,856 -0.6%
BWP
133
Bernardo Wealth Planning
Pennsylvania
$7.52M +$181K +6,852 +2%
SIA
134
Strategic Investment Advisors
Michigan
$7.48M +$20.2K +762 +0.3%
6M
135
6 Meridian
Kansas
$7.3M -$481K -18,182 -6%
PA
136
PFG Advisors
Arizona
$7.3M +$77.8K +2,938 +1%
PA
137
Parallel Advisors
California
$7.22M -$17.7M -670,241 -71%
HIM
138
HawsGoodwin Investment Management
Tennessee
$7.21M -$2.08M -78,474 -23%
IMA
139
Investment Management Associates
Colorado
$7.19M +$1.5M +56,658 +27%
Canada Life
140
Canada Life
Manitoba, Canada
$7.12M -$708K -26,749 -9%
CWM
141
Congress Wealth Management
Massachusetts
$7.04M +$6.99M +263,978 New
4WM
142
4J Wealth Management
Virginia
$6.88M -$288K -10,880 -4%
SAM
143
Synergy Asset Management
Washington
$6.79M +$6.73M +254,316 New
CIBC World Market
144
CIBC World Market
Ontario, Canada
$6.55M -$252K -9,519 -4%
CWS
145
Cypress Wealth Services
California
$6.53M -$191K -7,231 -3%
SWA
146
Strategies Wealth Advisors
Michigan
$6.28M +$6.24M +235,513 New
SPAS
147
Spectrum Planning & Advisory Services
California
$6.25M +$486K +18,373 +9%
SWM
148
SigFig Wealth Management
California
$6.16M +$1M +37,783 +19%
MIAN
149
Mariner Independent Advisor Network
Kansas
$6.13M +$794K +29,989 +15%
CT
150
Columbia Trust
Oregon
$6.12M

GOVT Hedge Fund Activity: Q4 2021 in Review

593 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2021, worth a combined $15.7B — up 8.4% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new GOVT positions and 57 closed out — a net gain of 81 holders — while 216 added to existing stakes and 179 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $182M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $112M sold.

  • 593 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2021, up from 517 in Q3 2021.
  • Funds reported $15.7B of iShares US Treasury Bond ETF stock for Q4 2021, up 8.4% quarter-over-quarter.
  • 138 funds opened new iShares US Treasury Bond ETF positions in Q4 2021 and 57 closed out, a net change of +81 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $182M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $112M sold.

Based on aggregated 13F filings for Q4 2021.