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iShares US Treasury Bond ETF

579 hedge funds and large institutions have $15.7B invested in iShares US Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 274 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 168

1.15% more ownership

Funds ownership: 96.05%97.2% (+1.1%)

0% more capital invested

Capital invested by funds: $15.7B → $15.7B (+$56.9M)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

2% less funds holding

Funds holding: 593579 (-14)

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

Holders
579
Holders Change
-14
Holders Change %
-2.36%
% of All Funds
9.13%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.25%
New
68
Increased
274
Reduced
168
Closed
72
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
126
Bernardo Wealth Planning
Pennsylvania
$7.69M +$687K +26,829 +10%
SCA
127
Snowden Capital Advisors
New York
$7.63M +$181K +7,078 +2%
RA
128
RFG Advisory
Alabama
$7.34M +$2.54M +99,266 +51%
CWG
129
Crown Wealth Group
North Carolina
$7.32M +$2.05M +80,109 +37%
NL
130
NWAM LLC
Washington
$7.32M -$702K -27,398 -9%
SIA
131
Strategic Investment Advisors
Michigan
$7.25M +$271K +10,591 +4%
4WM
132
4J Wealth Management
Virginia
$7.22M +$820K +32,038 +12%
PA
133
PFG Advisors
Arizona
$6.9M +$90.1K +3,519 +1%
AWM
134
Avondale Wealth Management
Texas
$6.85M -$756K -29,517 -10%
VHAM
135
Van Hulzen Asset Management
California
$6.78M -$836K -32,638 -11%
WFC
136
Western Financial Corp
California
$6.58M +$5.41M +211,147 +398%
SPAS
137
Spectrum Planning & Advisory Services
California
$6.56M +$746K +29,141 +12%
CWS
138
Cypress Wealth Services
California
$6.41M +$326K +12,733 +5%
SWM
139
SigFig Wealth Management
California
$6.41M +$1.23M +48,173 +21%
BFA
140
BMS Financial Advisors
South Dakota
$6.3M +$823K +32,145 +15%
CT
141
Columbia Trust
Oregon
$6.22M +$658K +25,696 +11%
RIA
142
Regal Investment Advisors
Michigan
$6.13M +$620K +24,221 +11%
BWM
143
BerganKDV Wealth Management
Minnesota
$6.12M +$3.38M +131,970 +116%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$5.9M -$223K -8,714 -4%
Citadel Advisors
145
Citadel Advisors
Florida
$5.89M +$3.56M +139,104 +143%
SFS
146
Security Financial Services
Indiana
$5.89M -$2.1M -82,033 -26%
CFAM
147
Center For Asset Management
Florida
$5.83M +$346K +13,524 +6%
BTWM
148
Baker Tilly Wealth Management
Wisconsin
$5.81M +$2.46M +96,082 +70%
PFA
149
Professional Financial Advisors
Nebraska
$5.68M +$5.69M +222,223 +3,876%
Allspring Global Investments
150
Allspring Global Investments
North Carolina
$5.51M +$399K +15,572 +8%

GOVT Hedge Fund Activity: Q1 2022 in Review

579 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2022, worth a combined $15.7B — up 0.36% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of GOVT and 68 opened new positions — a net loss of 4 holders — while 168 trimmed existing stakes and 274 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $470M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 579 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2022, down from 593 in Q4 2021.
  • Funds reported $15.7B of iShares US Treasury Bond ETF stock for Q1 2022, up 0.36% quarter-over-quarter.
  • 68 funds opened new iShares US Treasury Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $470M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2022.