iShares US Treasury Bond ETF
GOVT
709 hedge funds and large institutions have $21.5B invested in iShares US Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 205 increasing their positions, 300 reducing their positions, and 79 closing their positions.
84% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 79
21% more funds holding in top 10
Funds holding in top 10: 61 → 74 (+13)
9% more funds holding
Funds holding: 653 → 709 (+56)
5.36% more ownership
Funds ownership: 89.53% → 94.9% (+5.4%)
2% more capital invested
Capital invested by funds: $21.1B → $21.5B (+$350M)
32% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 300
98% less call options, than puts
Call options by funds: $535K | Put options by funds: $26.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$491M |
| 2 |
Goldman Sachs
New York
|
+$279M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$229M |
| 4 |
PC
Peavine Capital
Reno,
Nevada
|
+$213M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$184M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.28B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$644M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$362M |
| 4 |
Temasek Holdings
Singapore
|
-$251M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$129M |
GOVT Hedge Fund Activity: Q4 2023 in Review
709 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2023, worth a combined $21.5B — up 1.7% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new GOVT positions and 79 closed out — a net gain of 66 holders — while 205 added to existing stakes and 300 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $491M. The largest seller was JP Morgan Chase, cutting an estimated $1.28B.
- 709 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2023, up from 653 in Q3 2023.
- Funds reported $21.5B of iShares US Treasury Bond ETF stock for Q4 2023, up 1.7% quarter-over-quarter.
- 145 funds opened new iShares US Treasury Bond ETF positions in Q4 2023 and 79 closed out, a net change of +66 holders.
- The largest iShares US Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $491M added.
- The largest iShares US Treasury Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $1.28B sold.
Based on aggregated 13F filings for Q4 2023.