We are live on ! Find out more
GOVT icon

iShares US Treasury Bond ETF

517 hedge funds and large institutions have $14.5B invested in iShares US Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

0% more funds holding

Funds holding: 516517 (+1)

2.05% less ownership

Funds ownership: 94.55%92.5% (-2%)

11% less capital invested

Capital invested by funds: $16.2B → $14.5B (-$1.71B)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

33% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 241

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $586K

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.05%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
1.17%
New
54
Increased
162
Reduced
241
Closed
44
Calls
Puts
$586K
Net Calls
-$586K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$5.27M -$1.2M -44,818 -18%
RCM
152
Regency Capital Management
Hawaii
$5.2M +$3.7M +138,158 +239%
SWM
153
SigFig Wealth Management
California
$5.19M -$1.22M -45,667 -19%
RIA
154
Regal Investment Advisors
Michigan
$5.13M -$745K -27,807 -13%
WP
155
WealthShield Partners
North Carolina
$5.13M -$13.4M -501,973 -72%
CFG
156
Citizens Financial Group
Rhode Island
$5.01M -$1.05M -39,385 -17%
LWP
157
Lumature Wealth Partners
Georgia
$4.89M +$508K +18,951 +11%
BCA
158
Biltmore Capital Advisors
New Jersey
$4.87M -$2.11M -78,689 -30%
RF
159
RHS Financial
California
$4.83M +$2.06M +76,864 +73%
FNWM
160
Financial Network Wealth Management
Utah
$4.82M -$3.32K -124 -0.1%
TWM
161
Tradition Wealth Management
Minnesota
$4.71M -$1.51M -56,231 -24%
ASN
162
Advisory Services Network
Georgia
$4.68M -$762K -28,434 -14%
MHR
163
Matthew Hamilton Rosenberg
$4.57M +$4.62M +172,386 New
VC
164
Vicus Capital
Pennsylvania
$4.5M -$244K -9,108 -5%
FSG
165
Financial Strategies Group
Michigan
$4.5M +$176K +6,561 +4%
OWA
166
Outlook Wealth Advisors
Texas
$4.31M +$62.4K +2,329 +1%
I
167
INVST
Indiana
$4.3M -$1.08M -40,185 -20%
TF
168
Trek Financial
Arizona
$4.25M -$1.07M -39,851 -20%
RSWM
169
Robertson Stephens Wealth Management
California
$4.21M +$103K +3,838 +2%
ACM
170
Anfield Capital Management
California
$4.2M +$3.16M +117,906 +292%
HF
171
HRT Financial
New York
$4.05M +$3.77M +140,623 +1,163%
MCIA
172
Mountain Capital Investment Advisors
Colorado
$4.04M -$3.55M -132,499 -46%
MA
173
Mutual Advisors
Nebraska
$3.94M -$335K -12,505 -8%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$3.87M +$405K +15,118 +12%
AF
175
Advisornet Financial
Minnesota
$3.78M -$1.32M -49,289 -26%

GOVT Hedge Fund Activity: Q3 2021 in Review

517 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2021, worth a combined $14.5B — down 11% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new GOVT positions and 44 closed out — a net gain of 10 holders — while 162 added to existing stakes and 241 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $323M. The largest seller was JP Morgan Chase, cutting an estimated $519M.

  • 517 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2021, up from 516 in Q2 2021.
  • Funds reported $14.5B of iShares US Treasury Bond ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 54 funds opened new iShares US Treasury Bond ETF positions in Q3 2021 and 44 closed out, a net change of +10 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2021 was Jordan Park Group, an estimated $323M added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $519M sold.

Based on aggregated 13F filings for Q3 2021.