We are live on ! Find out more
GOVT icon

iShares US Treasury Bond ETF

656 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 293 increasing their positions, 211 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

39% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 211

8% more funds holding in top 10

Funds holding in top 10: 6671 (+5)

6% more capital invested

Capital invested by funds: $24.4B → $25.9B (+$1.49B)

4% more funds holding

Funds holding: 629656 (+27)

1.04% less ownership

Funds ownership: 95.39%94.35% (-1%)

89% less call options, than puts

Call options by funds: $676K | Put options by funds: $5.89M

Holders
656
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
10.3%
Holding in Top 10
71
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.58%
% of All Funds
1.11%
New
85
Increased
293
Reduced
211
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$4.36M +$740K +31,923 +20%
WA
202
Wealth Alliance
New York
$4.2M +$464 +20 +0%
CC
203
Copperleaf Capital
North Carolina
$4.13M +$1.66M +71,709 +66%
SFP
204
Sterling Financial Planning
New Jersey
$3.95M +$27.9K +1,203 +0.7%
SL
205
SWMG LLC
Texas
$3.94M -$520K -22,409 -12%
BIP
206
Blueprint Investment Partners
North Carolina
$3.85M -$3.32M -143,301 -46%
WP
207
WealthShield Partners
North Carolina
$3.84M +$22.6K +976 +0.6%
HPM
208
Hoxton Planning & Management
West Virginia
$3.77M -$1.94M -83,774 -34%
ME
209
McIlrath & Eck
Washington
$3.76M +$3.81M +164,257 New
AWE
210
Avidian Wealth Enterprises
Texas
$3.71M +$1.37M +58,976 +57%
AF
211
Advisornet Financial
Minnesota
$3.68M +$1.43M +61,699 +62%
CPW
212
Crestmont Private Wealth
Texas
$3.65M +$289K +12,443 +8%
WWA
213
WCG Wealth Advisors
Nevada
$3.62M +$3.67M +158,057 New
CWM
214
Centurion Wealth Management
Virginia
$3.53M -$106K -4,565 -3%
AR
215
Apeiron RIA
Texas
$3.51M +$136K +5,882 +4%
Northern Trust
216
Northern Trust
Illinois
$3.44M +$3.03M +130,493 +655%
SAG
217
SageView Advisory Group
California
$3.32M -$1.62M -69,741 -33%
TWM
218
Tradition Wealth Management
Minnesota
$3.13M +$37.6K +1,623 +1%
Goldman Sachs
219
Goldman Sachs
New York
$3.09M -$1.86M -80,015 -37%
SS
220
Simplicity Solutions
Minnesota
$3.09M +$2.54M +109,494 +429%
KWS
221
Keystone Wealth Services
California
$3.07M +$2.1M +90,335 +206%
FFA
222
Farther Finance Advisors
California
$3.07M +$722K +31,141 +30%
MFA
223
Mayflower Financial Advisors
Massachusetts
$3.05M -$1.14M -49,307 -27%
PA
224
PFG Advisors
Arizona
$3.04M -$1.12M -48,471 -27%
MG
225
Mather Group
Illinois
$3.03M -$1.08M -46,698 -26%

GOVT Hedge Fund Activity: Q2 2023 in Review

656 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2023, worth a combined $25.9B — up 6.1% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 54 closed out — a net gain of 31 holders — while 293 added to existing stakes and 211 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $309M. The largest seller was Miracle Mile Advisors, cutting an estimated $39.5M.

  • 656 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2023, up from 629 in Q1 2023.
  • Funds reported $25.9B of iShares US Treasury Bond ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2023 and 54 closed out, a net change of +31 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2023 was PNC Financial Services Group, an estimated $309M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2023 was Miracle Mile Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2023.