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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
EIP
201
Ellis Investment Partners
Pennsylvania
$271K +$34.2K +1,351 +15%
WWM
202
Western Wealth Management
Colorado
$264K +$260K +10,271 New
MFW
203
Mosaic Family Wealth
Missouri
$255K -$139K -5,497 -36%
SMC
204
Smith, Moore & Co
Missouri
$252K -$12.4K -491 -5%
HI
205
Human Investing
Oregon
$251K +$229K +9,039 +1,301%
CAC
206
Certified Advisory Corp
Florida
$251K +$247K +9,739 New
PK
207
Pflug Koory
Nebraska
$250K
W
208
WealthOne
New York
$250K +$245K +9,685 New
JWS
209
Juncture Wealth Strategies
Arizona
$233K -$65.5K -2,587 -22%
UAS
210
United Asset Strategies
New York
$232K -$836 -33 -0.4%
SWP
211
Stratos Wealth Partners
Ohio
$232K +$227K +8,975 New
MSAM
212
Moloney Securities Asset Management
Missouri
$230K -$97.4K -3,846 -30%
AWA
213
Arete Wealth Advisors
Illinois
$223K +$218K +8,625 New
CCP
214
Cardan Capital Partners
Colorado
$213K +$209K +8,248 New
FHB
215
First Hawaiian Bank
Hawaii
$209K -$15.6K -616 -7%
PIA
216
Pinion Investment Advisors
Kansas
$206K -$16.8K -663 -8%
William Blair & Company
217
William Blair & Company
Illinois
$201K -$3.7K -146 -2%
S
218
Surevest
California
$200K +$196K +7,734 New
NFG
219
Next Financial Group
Texas
$198K +$194K +7,654 New
CF
220
Centaurus Financial
California
$186K +$183K +7,208 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$181K
ESB
222
Essex Savings Bank
Connecticut
$155K -$37.7K -1,490 -20%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$108K +$77.4K +3,058 +273%
S
224
SignatureFD
Georgia
$107K +$41.1K +1,624 +64%
CFB
225
Cullen/Frost Bankers
Texas
$106K +$104K +4,110 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.