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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.51B +$440M +17,187,737 +14%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.33B -$257M -10,022,916 -16%
Bank of America
3
Bank of America
North Carolina
$1.29B -$50.6M -1,974,608 -4%
Truist Financial
4
Truist Financial
North Carolina
$834M +$155M +6,048,288 +22%
UCFA
5
United Capital Financial Advisors
Texas
$620M -$22.2M -868,559 -3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$598M +$71M +2,771,898 +13%
Morgan Stanley
7
Morgan Stanley
New York
$578M +$197M +7,681,426 +49%
LPL Financial
8
LPL Financial
California
$561M +$70.8M +2,766,436 +14%
Temasek Holdings
9
Temasek Holdings
Singapore
$419M +$249M +9,729,430 +137%
BlackRock
10
BlackRock
New York
$390M -$23.3M -910,567 -5%
JPG
11
Jordan Park Group
California
$372M +$58.7M +2,293,309 +18%
AssetMark Inc
12
AssetMark Inc
California
$337M +$43.3M +1,692,241 +14%
Osaic Holdings
13
Osaic Holdings
Arizona
$246M +$31.9M +1,244,852 +13%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$195M +$18.1M +705,479 +10%
PAS
15
Park Avenue Securities
New York
$188M +$20.2M +790,070 +12%
Ameriprise
16
Ameriprise
Minnesota
$169M -$67.5M -2,637,349 -28%
AF
17
Allworth Financial
California
$169M +$145M +5,671,470 +519%
UBS Group
18
UBS Group
Switzerland
$151M -$5.75M -224,451 -4%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$146M +$152M +5,944,181 New
CCA
20
Cobblestone Capital Advisors
New York
$144M -$933K -36,425 -0.6%
3AM
21
3EDGE Asset Management
Florida
$127M +$2.67M +104,369 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$126M +$13.6M +532,285 +12%
TC
23
TownSquare Capital
Utah
$114M +$1.94M +75,936 +2%
5L
24
55I LLC
Massachusetts
$114M +$13.9M +543,532 +14%
SF
25
Synovus Financial
Georgia
$90.3M +$112K +4,357 +0.1%

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.