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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
TF
151
Trek Financial
Arizona
$3.75M +$275K +10,252 +8%
PPP
152
Private Portfolio Partners
New Jersey
$3.63M -$82.3K -3,069 -2%
RCG
153
Rock Creek Group
District of Columbia
$3.61M +$3.46M +128,854 New
EIA
154
Eldridge Investment Advisors
New Hampshire
$3.58M +$3.42M +127,621 New
PA
155
PFG Advisors
Arizona
$3.55M +$537K +20,021 +19%
UIA
156
UBP Investment Advisors
Switzerland
$3.5M -$94.8K -3,534 -3%
TPWA
157
TRUE Private Wealth Advisors
Oregon
$3.37M +$3.23M +120,236 +267,191%
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$3.25M +$1.66M +61,810 +114%
AWE
159
Avidian Wealth Enterprises
Texas
$3.21M +$1.32M +49,013 +75%
BS
160
Banco Santander
Spain
$3.18M +$105K +3,913 +4%
FTUS
161
Flow Traders U.S.
New York
$3.02M +$2.89M +107,675 New
CWM
162
Cornerstone Wealth Management
Missouri
$3M +$1.11M +41,287 +63%
WWM
163
WJ Wealth Management
Arizona
$2.95M -$183K -6,815 -6%
MWM
164
Mattern Wealth Management
Kansas
$2.85M +$2.73M +101,640 New
FSG
165
Financial Strategies Group
Michigan
$2.82M -$254K -9,464 -9%
AWM
166
Alterna Wealth Management
Texas
$2.8M -$26.3K -979 -1%
BAM
167
Belpointe Asset Management
Nevada
$2.67M +$815K +30,385 +47%
CCFM
168
Clear Creek Financial Management
Washington
$2.65M +$2.52M +93,786 New
IA
169
IFP Advisors
Florida
$2.64M +$583K +21,730 +30%
Wolverine Trading
170
Wolverine Trading
Illinois
$2.61M +$2.5M +93,274 New
Mirae Asset Global Investments
171
Mirae Asset Global Investments
South Korea
$2.6M -$53.7K -2,000 -2%
JSL
172
JT Stratford LLC
Georgia
$2.54M +$25.4K +946 +1%
MA
173
Mutual Advisors
Nebraska
$2.34M -$3.98M -148,160 -64%
PF
174
Phoenix Financial
Israel
$2.26M -$921K -34,329 -29%
APW
175
Austin Private Wealth
Texas
$2.25M +$315K +11,737 +17%

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.