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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
CWM
176
Congress Wealth Management
Massachusetts
$3.99M -$2.66M -103,935 -39%
Canada Life
177
Canada Life
Manitoba, Canada
$3.97M -$2.78M -108,530 -40%
AR
178
Apeiron RIA
Texas
$3.75M +$1.39M +54,382 +55%
WA
179
Wealth Alliance
New York
$3.74M +$648K +25,299 +20%
TF
180
Trek Financial
Arizona
$3.7M -$209K -8,174 -5%
IC
181
IEQ Capital
California
$3.69M +$3.79M +147,928 New
CFD
182
Creative Financial Designs
Indiana
$3.67M +$745K +29,074 +25%
SL
183
SWMG LLC
Texas
$3.62M +$343K +13,405 +10%
MWM
184
Maripau Wealth Management
Indiana
$3.6M +$628K +24,521 +20%
IA
185
IFP Advisors
Florida
$3.53M +$1.61M +62,914 +82%
SWA
186
Strategies Wealth Advisors
Michigan
$3.52M -$2.41M -94,051 -40%
Mariner
187
Mariner
Kansas
$3.52M +$1.34M +52,326 +59%
MA
188
Mutual Advisors
Nebraska
$3.49M +$67.4K +2,633 +2%
PPP
189
Private Portfolio Partners
New Jersey
$3.48M +$534K +20,854 +18%
ACS
190
Archford Capital Strategies
Illinois
$3.45M +$1.79M +69,881 +99%
KFS
191
Kelly Financial Services
Massachusetts
$3.45M +$2.43M +94,744 +216%
CPW
192
Crestmont Private Wealth
Texas
$3.44M +$101K +3,957 +3%
MHB
193
Midwest Heritage Bank
Iowa
$3.44M -$481K -18,789 -12%
RF
194
RHS Financial
California
$3.43M -$1.45M -56,622 -29%
HH
195
Hilltop Holdings
Texas
$3.42M +$1.07M +41,637 +43%
SXL
196
Summit X LLC
Missouri
$3.42M -$93K -3,630 -3%
CIAS
197
Capital Investment Advisory Services
North Carolina
$3.42M +$266K +10,390 +8%
CF
198
Centaurus Financial
California
$3.39M -$23.4K -914 -0.7%
TPWA
199
TRUE Private Wealth Advisors
Oregon
$3.39M +$1.9M +74,167 +112%
H6H
200
Hightower 6M Holding
Kansas
$3.32M +$3.41M +133,332 New

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.