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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
AAS
151
Avantax Advisory Services
Texas
$5.39M +$321K +11,641 +6%
PA
152
PFG Advisors
Arizona
$5.34M +$667K +24,161 +14%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$5.27M +$533K +19,317 +11%
SL
154
SWMG LLC
Texas
$5.23M +$5.32M +192,941 New
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$5.05M +$3.54M +128,417 +226%
SPC
156
Sigma Planning Corp
Michigan
$5.05M +$58.1K +2,107 +1%
SFS
157
Sowell Financial Services
Arkansas
$5.01M -$67.7K -2,455 -1%
CFAM
158
Center For Asset Management
Florida
$4.89M +$4.95M +179,482 New
MIAN
159
Mariner Independent Advisor Network
Kansas
$4.78M +$1.58M +57,166 +48%
EA
160
Emerald Advisors
Washington
$4.71M +$4.77M +172,975 New
CT
161
Columbia Trust
Oregon
$4.57M +$4.63M +167,878 New
RIA
162
Regal Investment Advisors
Michigan
$4.56M +$3.21M +116,505 +229%
IA
163
IFP Advisors
Florida
$4.52M +$1.02M +36,834 +29%
AWE
164
Avidian Wealth Enterprises
Texas
$4.43M +$92.4K +3,348 +2%
FMWA
165
Forvis Mazars Wealth Advisors
Missouri
$4.38M -$1.24M -44,931 -22%
IMA
166
Investment Management Associates
Colorado
$4.29M +$4.34M +157,395 New
ASN
167
Advisory Services Network
Georgia
$4.25M -$169K -6,133 -4%
FNWM
168
Financial Network Wealth Management
Utah
$4.23M +$4.28M +155,259 New
EIA
169
Eldridge Investment Advisors
New Hampshire
$4.03M -$284K -10,282 -7%
TF
170
Trek Financial
Arizona
$4M -$111K -4,041 -3%
FMN
171
Financial Management Network
California
$3.81M +$3.88M +140,662 New
TWM
172
Tradition Wealth Management
Minnesota
$3.73M +$3.78M +136,857 New
FWP
173
Firethorn Wealth Partners
Georgia
$3.54M +$3.59M +130,038 New
PAG
174
Pinnacle Advisory Group
Maryland
$3.53M +$727K +26,350 +26%
FTUS
175
Flow Traders U.S.
New York
$3.44M +$3.48M +126,194 New

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.