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iShares US Treasury Bond ETF
GOVT

577 hedge funds and large institutions have $17.2B invested in iShares US Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 203 increasing their positions, 245 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $1.15M

9% more capital invested

Capital invested by funds: $15.7B → $17.2B (+$1.43B)

3% more funds holding in top 10

Funds holding in top 10: 79 → 81 (+2)

8% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 73

0% less funds holding

Funds holding: 579 → 577 (-2)

1.64% less ownership

Funds ownership: 97.2% → 95.56% (-1.6%)

17% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 245

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
9.72%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.36%
New
79
Increased
203
Reduced
245
Closed
73
Calls
$1.64M
Puts
$1.15M
Net Calls
+$493K
Net Calls Change
+$261K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$886M
2
SCM
SCS Capital Management
Massachusetts
+$419M
3
Bank of America
Bank of America
North Carolina
+$328M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$291M
5
Goldman Sachs
Goldman Sachs
New York
+$149M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$445M
2
JPG
Jordan Park Group
California
-$309M
3
5L
55I LLC
Massachusetts
-$114M
4
Ameriprise
Ameriprise
Minnesota
-$41.6M
5
RVPG
Relative Value Partners Group
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.39B +$20.3M +841,692 +0.6%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.15B +$886M +36,802,885 +69%
Bank of America
3
Bank of America
North Carolina
$1.56B +$328M +13,611,739 +26%
Truist Financial
4
Truist Financial
North Carolina
$831M +$31.4M +1,306,329 +4%
Morgan Stanley
5
Morgan Stanley
New York
$604M +$50.1M +2,080,315 +9%
UCFA
6
United Capital Financial Advisors
Texas
$559M -$36.3M -1,509,509 -6%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$548M -$25.7M -1,067,462 -4%
LPL Financial
8
LPL Financial
California
$545M +$6.61M +274,905 +1%
Temasek Holdings
9
Temasek Holdings
Singapore
$457M +$55.1M +2,290,500 +14%
SCM
10
SCS Capital Management
Massachusetts
$416M +$419M +17,422,866 New
BlackRock
11
BlackRock
New York
$349M -$25M -1,039,376 -7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$337M +$291M +12,091,407 +603%
AssetMark Inc
13
AssetMark Inc
California
$318M -$5.06M -210,357 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$255M +$826K +34,336 +0.3%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$188M +$45.8M +1,901,423 +32%
PAS
16
Park Avenue Securities
New York
$181M +$620K +25,764 +0.3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$178M -$9.28M -385,861 -5%
AF
18
Allworth Financial
California
$169M +$7.56M +314,210 +5%
Goldman Sachs
19
Goldman Sachs
New York
$148M +$149M +6,205,288 New
CCA
20
Cobblestone Capital Advisors
New York
$141M +$2.71M +112,515 +2%
NFA
21
Nationwide Fund Advisors
Ohio
$140M +$141M +5,849,140 New
Jane Street
22
Jane Street
New York
$133M +$72.8M +3,027,430 +120%
3AM
23
3EDGE Asset Management
Florida
$131M +$9.37M +389,354 +8%
UBS Group
24
UBS Group
Switzerland
$122M -$22.9M -953,038 -16%
Ameriprise
25
Ameriprise
Minnesota
$121M -$41.6M -1,728,122 -26%
1
2 3 4 5

GOVT Hedge Fund Activity: Q2 2022 in Review

577 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2022, worth a combined $17.2B — up 9.1% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GOVT positions and 73 closed out — a net gain of 6 holders — while 203 added to existing stakes and 245 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $886M. The largest seller was CFS Investment Advisory Services, cutting an estimated $445M.

  • 577 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2022, down from 579 in Q1 2022.
  • Funds reported $17.2B of iShares US Treasury Bond ETF stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 79 funds opened new iShares US Treasury Bond ETF positions in Q2 2022 and 73 closed out, a net change of +6 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $886M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $445M sold.

Based on aggregated 13F filings for Q2 2022.