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iShares US Treasury Bond ETF

278 hedge funds and large institutions have $11.5B invested in iShares US Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 146 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 50

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

71% more funds holding in top 10

Funds holding in top 10: 2136 (+15)

39% more capital invested

Capital invested by funds: $8.28B → $11.5B (+$3.23B)

14% more funds holding

Funds holding: 244278 (+34)

3% more ownership

Funds ownership: 95.91%98.91% (+3%)

Holders
278
Holders Change
+34
Holders Change %
+13.93%
% of All Funds
6.04%
Holding in Top 10
36
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+71.43%
% of All Funds
0.78%
New
60
Increased
146
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
176
LVZ Inc
Michigan
$425K +$23.6K +933 +6%
GSWM
177
Golden State Wealth Management
California
$423K -$230K -9,079 -36%
WP
178
WealthPLAN Partners
Nebraska
$421K +$406K +16,019 New
DAM
179
Delta Asset Management
Tennessee
$415K
RWM
180
Ritholtz Wealth Management
New York
$410K -$224K -8,845 -36%
1WA
181
180 Wealth Advisors
Washington
$399K -$709 -28 -0.2%
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$374K +$183K +7,216 +99%
FHC
183
First Heartland Consultants
Missouri
$371K +$157K +6,208 +76%
Principal Financial Group
184
Principal Financial Group
Iowa
$366K +$359K +14,160 New
WCG
185
Weaver Consulting Group
California
$363K -$25.3K -998 -7%
PFPT
186
Pinnacle Financial Partners (Tennessee)
Tennessee
$359K -$80K -3,159 -19%
LWM
187
Lenox Wealth Management
Ohio
$356K +$130K +5,154 +59%
FHA
188
First Horizon Advisors
Tennessee
$349K +$342K +13,500 New
Comerica Bank
189
Comerica Bank
Texas
$337K -$36.3K -1,432 -10%
MAU
190
MRA Associates USA
Arizona
$331K +$13.1K +519 +4%
PP
191
Pegasus Partners
Wisconsin
$329K +$322K +12,729 New
AAS
192
Avantax Advisory Services
Texas
$326K +$62.2K +2,456 +24%
FHA
193
Flagship Harbor Advisors
Massachusetts
$304K -$125K -4,937 -29%
BFC
194
Bedel Financial Consulting
Indiana
$298K
WC
195
Whitney & Co
New York
$289K
AW
196
ACG Wealth
Georgia
$288K +$76 +3 +0%
HR
197
Hayden Royal
North Carolina
$286K +$282K +11,157 New
ZIM
198
Zacks Investment Management
Illinois
$285K +$280K +11,059 New
WIA
199
World Investment Advisors
California
$284K +$277K +10,931 New
Truist Financial
200
Truist Financial
North Carolina
$280K +$274K +10,828 New

GOVT Hedge Fund Activity: Q2 2019 in Review

278 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2019, worth a combined $11.5B — up 39% from $8.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GOVT positions and 24 closed out — a net gain of 36 holders — while 146 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $961M. The largest seller was UBS Group, cutting an estimated $306M.

  • 278 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2019, up from 244 in Q1 2019.
  • Funds reported $11.5B of iShares US Treasury Bond ETF stock for Q2 2019, up 39% quarter-over-quarter.
  • 60 funds opened new iShares US Treasury Bond ETF positions in Q2 2019 and 24 closed out, a net change of +36 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2019 was Fidelity Investments, an estimated $961M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2019 was UBS Group, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2019.