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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
CCM
201
Coldstream Capital Management
Washington
$3.27M +$2.32M +90,741 +223%
FWP
202
Firethorn Wealth Partners
Georgia
$3.13M +$42.8K +1,672 +1%
COF
203
Capital One Financial
Virginia
$3.06M -$18.6M -725,782 -86%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$3.04M +$2.06M +80,514 +194%
MHR
205
Matthew Hamilton Rosenberg
$2.98M -$864K -33,737 -22%
1WM
206
1900 Wealth Management
Texas
$2.94M -$885K -34,560 -23%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$2.88M -$708K -27,643 -19%
D
208
Diversified
Delaware
$2.85M +$319K +12,450 +12%
BS
209
Banco Santander
Spain
$2.81M -$22.4K -876 -0.8%
CFG
210
Cooper Financial Group
California
$2.81M +$755K +29,483 +35%
TCA
211
Transcend Capital Advisors
New Jersey
$2.79M +$644K +25,162 +29%
DI
212
DAGCO Inc
Ohio
$2.68M -$2.12M -82,970 -43%
VWM
213
Venturi Wealth Management
Texas
$2.65M +$245K +9,549 +10%
BAM
214
Belpointe Asset Management
Nevada
$2.63M -$1.29M -50,453 -32%
EWMCB
215
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.63M +$305K +11,915 +13%
AHSSHC
216
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.6M +$1.43M +55,700 +114%
FPF
217
First Pacific Financial
Washington
$2.6M -$77.2K -3,016 -3%
MG
218
Mather Group
Illinois
$2.59M +$1.8M +70,337 +209%
VFPW
219
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.59M -$11.1M -435,038 -81%
WEG
220
World Equity Group
Illinois
$2.59M +$2.66M +103,908 New
CFA
221
Cahill Financial Advisors
Minnesota
$2.57M +$2.29M +89,546 +658%
VA
222
Valmark Advisers
Ohio
$2.54M -$36.5K -1,425 -1%
TPCW
223
TD Private Client Wealth
New York
$2.54M +$496K +19,385 +24%
WWP
224
WR Wealth Planners
Missouri
$2.51M +$2.58M +100,848 New
FAIM
225
Financial Advocates Investment Management
Washington
$2.51M +$527K +20,592 +26%

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.