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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
WP
151
WealthShield Partners
North Carolina
$5.38M +$1.01M +39,533 +22%
SB
152
Strategic Blueprint
Georgia
$5.32M +$270K +10,547 +5%
CAN
153
Cetera Advisor Networks
California
$5.31M -$30.8M -1,203,346 -85%
MFG
154
Merit Financial Group
Georgia
$5.14M +$5.28M +206,310 New
AWC
155
Abundance Wealth Counselors
Pennsylvania
$5.11M -$230K -8,986 -4%
KWS
156
Keystone Wealth Services
California
$5.1M +$284K +11,082 +6%
AWE
157
Avidian Wealth Enterprises
Texas
$4.92M -$740K -28,887 -13%
AF
158
Advisornet Financial
Minnesota
$4.84M +$634K +24,740 +15%
OPS
159
Orion Portfolio Solutions
Nebraska
$4.84M +$1.81M +70,546 +57%
PCMU
160
Paragon Capital Management (Utah)
Utah
$4.82M +$54.3K +2,119 +1%
IWC
161
Integrated Wealth Concepts
Massachusetts
$4.82M +$804K +31,379 +19%
FNWM
162
Financial Network Wealth Management
Utah
$4.81M +$133K +5,183 +3%
LWP
163
Lumature Wealth Partners
Georgia
$4.8M +$41.5K +1,621 +0.8%
PA
164
Parallel Advisors
California
$4.74M -$2.06M -80,357 -30%
FSG
165
Financial Strategies Group
Michigan
$4.72M +$88.7K +3,464 +2%
AWM
166
Alterna Wealth Management
Texas
$4.71M +$502K +19,585 +12%
BOC
167
Bull Oak Capital
California
$4.7M -$277K -10,829 -5%
QAM
168
Q3 Asset Management
Michigan
$4.68M +$4.84M +189,005 New
TWM
169
Tradition Wealth Management
Minnesota
$4.68M +$322K +12,589 +7%
ASN
170
Advisory Services Network
Georgia
$4.42M -$351K -13,693 -7%
ACM
171
Anfield Capital Management
California
$4.24M +$245K +9,573 +6%
SPC
172
Sigma Planning Corp
Michigan
$4.15M +$905K +35,325 +27%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$4.04M -$1.53M -59,613 -27%
Financial Engines Advisors
174
Financial Engines Advisors
California
$4.03M +$1.37M +53,503 +49%
I
175
INVST
Indiana
$4.01M -$668K -26,091 -13%

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.