We are live on ! Find out more
GOVT icon

iShares US Treasury Bond ETF

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: 6084 (+24)

22% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 131

8% more funds holding

Funds holding: 377409 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$1.39M +$57.7K +2,149 +5%
RIA
202
Regal Investment Advisors
Michigan
$1.37M -$227K -8,470 -15%
AHSSHC
203
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.36M -$5.08M -189,506 -80%
UAS
204
United Asset Strategies
New York
$1.34M -$55.2K -2,058 -4%
VVP
205
Venture Visionary Partners
Ohio
$1.34M -$471K -17,553 -27%
LFAS
206
Level Four Advisory Services
Texas
$1.34M +$601K +22,387 +88%
SWP
207
Stratos Wealth Partners
Ohio
$1.34M +$739K +27,534 +136%
NFG
208
Next Financial Group
Texas
$1.33M +$751K +27,972 +145%
APW
209
Aurora Private Wealth
New Jersey
$1.32M +$662K +24,656 +109%
FHC
210
First Heartland Consultants
Missouri
$1.31M +$369K +13,741 +42%
AAS
211
Avantax Advisory Services
Texas
$1.24M +$246K +9,168 +26%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$1.22M +$1.17M +43,648 New
WA
213
Wealth Alliance
New York
$1.22M -$1.22M -45,560 -51%
LA
214
LVW Advisors
New York
$1.2M -$114K -4,249 -9%
PAMG
215
Patton Albertson Miller Group
Tennessee
$1.2M +$213K +7,954 +23%
BHWM
216
Bar Harbor Wealth Management
New Hampshire
$1.18M +$493K +18,381 +78%
JIP
217
Jaffetilchin Investment Partners
Florida
$1.16M +$425K +15,830 +62%
CAM
218
Cresset Asset Management
Illinois
$1.16M +$1.11M +41,345 New
FAM
219
Foothills Asset Management
Arizona
$1.14M -$89.1K -3,322 -8%
WQ
220
Wealth Quarterback
New Jersey
$1.14M -$1.51M -56,334 -58%
ACS
221
Archford Capital Strategies
Illinois
$1.14M +$583K +21,744 +115%
EWM
222
Edge Wealth Management
New York
$1.11M +$743K +27,704 +232%
OIA
223
Optimum Investment Advisors
Illinois
$1.11M -$1.37K -51 -0.1%
CFW
224
CA Family Wealth
California
$1.1M -$407K -15,172 -28%
SMG
225
Smart Money Group
Texas
$1.06M +$181K +6,759 +23%

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.