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iShares US Treasury Bond ETF
GOVT

409 hedge funds and large institutions have $15.1B invested in iShares US Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 44

40% more funds holding in top 10

Funds holding in top 10: 60 → 84 (+24)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

8% more funds holding

Funds holding: 377 → 409 (+32)

2% more capital invested

Capital invested by funds: $14.8B → $15.1B (+$290M)

3.69% less ownership

Funds ownership: 94.94% → 91.25% (-3.7%)

Holders
409
Holders Change
+32
Holders Change %
+8.49%
% of All Funds
9.01%
Holding in Top 10
84
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+40%
% of All Funds
1.85%
New
82
Increased
160
Reduced
131
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$752M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$280M
3
UBS Group
UBS Group
Switzerland
+$151M
4
SWA
SFMG Wealth Advisors
Texas
+$72.3M
5
SF
Synovus Financial
Georgia
+$60.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.95B
2
SCM
SCS Capital Management
Massachusetts
-$187M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$157M
4
UCFA
United Capital Financial Advisors
Texas
-$69.8M
5
BlackRock
BlackRock
New York
-$68.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
176
Q3 Asset Management
Michigan
$2.17M +$2.07M +77,042 New
VC
177
Veracity Capital
Georgia
$2.16M +$1.79M +66,573 +632%
PAG
178
Pinnacle Advisory Group
Maryland
$2.15M +$927K +34,544 +82%
RJT
179
Raymond James Trust
Florida
$2.06M +$83.6K +3,117 +4%
KA
180
Kovack Advisors
Florida
$2.05M +$104K +3,859 +6%
FCA
181
FinTrust Capital Advisors
South Carolina
$1.99M +$351K +13,066 +23%
EWMCB
182
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.97M +$1.89M +70,360 New
FCA
183
FLC Capital Advisors
California
$1.95M +$1.87M +69,534 New
BSW
184
Buckingham Strategic Wealth
Missouri
$1.92M -$435K -16,203 -19%
BA
185
Ballew Advisors
Mississippi
$1.91M +$241 +9 +0%
AWA
186
Arete Wealth Advisors
Illinois
$1.91M +$1.33M +49,511 +266%
CWM
187
Cahaba Wealth Management
Georgia
$1.87M -$126K -4,697 -7%
PCG
188
Private Capital Group
Connecticut
$1.67M +$121K +4,507 +8%
MA
189
MUFG Americas
New York
$1.64M -$369K -13,749 -19%
SMFS
190
Squar Milner Financial Services
California
$1.64M +$753K +28,079 +92%
SP
191
Successful Portfolios
Florida
$1.63M +$922K +34,345 +145%
HR
192
Hayden Royal
North Carolina
$1.61M +$855K +31,882 +125%
WCM
193
Wealthcare Capital Management
Virginia
$1.58M -$1.23M -45,659 -45%
HFA
194
High Falls Advisors
New York
$1.55M -$135K -5,016 -8%
SIA
195
Strategic Investment Advisors
Michigan
$1.54M +$230K +8,572 +18%
OFG
196
OmniStar Financial Group
North Carolina
$1.53M +$59.1K +2,203 +4%
RFN
197
RDA Financial Network
Iowa
$1.49M -$77.4K -2,885 -5%
RSWM
198
Robertson Stephens Wealth Management
California
$1.45M +$1.39M +51,921 New
CF
199
Centaurus Financial
California
$1.44M +$1.38M +51,430 New
COF
200
Capital One Financial
Virginia
$1.43M +$1.37M +51,170 New
6 7
8
9 10

GOVT Hedge Fund Activity: Q1 2020 in Review

409 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2020, worth a combined $15.1B — up 2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GOVT positions and 44 closed out — a net gain of 38 holders — while 160 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $752M. The largest seller was Bank of America, cutting an estimated $1.95B.

  • 409 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2020, up from 377 in Q4 2019.
  • Funds reported $15.1B of iShares US Treasury Bond ETF stock for Q1 2020, up 2% quarter-over-quarter.
  • 82 funds opened new iShares US Treasury Bond ETF positions in Q1 2020 and 44 closed out, a net change of +38 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $752M added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2020.