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iShares US Treasury Bond ETF

504 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 206 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 46

51% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 136

15% more funds holding in top 10

Funds holding in top 10: 7283 (+11)

14% more funds holding

Funds holding: 443504 (+61)

3% less capital invested

Capital invested by funds: $13.7B → $13.3B (-$436M)

1.33% less ownership

Funds ownership: 92.8%91.47% (-1.3%)

Holders
504
Holders Change
+61
Holders Change %
+13.77%
% of All Funds
8.92%
Holding in Top 10
83
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.28%
% of All Funds
1.47%
New
114
Increased
206
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
176
Lumature Wealth Partners
Georgia
$3.44M +$3.48M +126,192 New
AF
177
Advisornet Financial
Minnesota
$3.43M -$103K -3,744 -3%
CF
178
Centaurus Financial
California
$3.38M +$369K +13,362 +12%
TCMP
179
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.25M +$3.29M +119,180 New
VWM
180
Venturi Wealth Management
Texas
$3.2M -$127K -4,610 -4%
CLOS
181
Compagnie Lombard Odier SCmA
Switzerland
$3.16M +$3.18M +115,346 New
FIA
182
Foundations Investment Advisors
Arizona
$3.14M +$80.7K +2,924 +3%
BS
183
Banco Santander
Spain
$3.09M
SXL
184
Summit X LLC
Missouri
$3.08M -$2.5M -90,521 -44%
SWM
185
SigFig Wealth Management
California
$2.98M +$527K +19,085 +21%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$2.9M -$117K -4,236 -4%
DCM
187
Donaldson Capital Management
Indiana
$2.89M -$2.59M -93,805 -47%
PPP
188
Private Portfolio Partners
New Jersey
$2.86M +$81.5K +2,956 +3%
ACS
189
Archford Capital Strategies
Illinois
$2.85M +$44.4K +1,609 +2%
CAG
190
Csenge Advisory Group
Florida
$2.72M +$2.76M +99,902 New
CP
191
Capital Planning
Washington
$2.67M +$2.71M +98,108 New
BAM
192
Belpointe Asset Management
Nevada
$2.64M +$324K +11,752 +14%
JSL
193
JT Stratford LLC
Georgia
$2.61M -$565K -20,476 -18%
VC
194
Veracity Capital
Georgia
$2.61M -$278K -10,060 -10%
BCA
195
Biltmore Capital Advisors
New Jersey
$2.57M +$2.6M +94,319 New
IUHSA
196
Itau Unibanco Holding S.A.
Brazil
$2.54M -$2.28M -82,703 -47%
DWP
197
Destiny Wealth Partners
Florida
$2.42M +$2.45M +88,645 New
TCA
198
Transcend Capital Advisors
New Jersey
$2.36M -$629K -22,799 -21%
MAM
199
MMA Asset Management
Pennsylvania
$2.35M +$2.38M +86,105 New
BSW
200
Buckingham Strategic Wealth
Missouri
$2.31M +$16.7K +606 +0.7%

GOVT Hedge Fund Activity: Q4 2020 in Review

504 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2020, worth a combined $13.3B — down 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GOVT positions and 46 closed out — a net gain of 68 holders — while 206 added to existing stakes and 136 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Jordan Park Group, exiting entirely with an estimated $356M sold.

  • 504 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2020, up from 443 in Q3 2020.
  • Funds reported $13.3B of iShares US Treasury Bond ETF stock for Q4 2020, down 3.2% quarter-over-quarter.
  • 114 funds opened new iShares US Treasury Bond ETF positions in Q4 2020 and 46 closed out, a net change of +68 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $174M added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2020 was Jordan Park Group, an estimated $356M sold.

Based on aggregated 13F filings for Q4 2020.