iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
25 hedge funds and large institutions have $90.3M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 7 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
21% more capital invested
Capital invested by funds: $74.9M → $90.3M (+$15.4M)
9% more funds holding
Funds holding: 23 → 25 (+2)
3.93% less ownership
Funds ownership: 15.22% → 11.29% (-3.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$4.32M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.15M |
| 3 |
BlackRock
New York
|
+$2.42M |
| 4 |
SC
Sepio Capital
Salt Lake City,
Utah
|
+$919K |
| 5 |
LPL Financial
San Diego,
California
|
+$678K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.24M |
| 2 |
NTIMCH
New Thinking Investment Management Company (HK)
Hong Kong
|
-$4.17M |
| 3 |
Jane Street
New York
|
-$1.06M |
| 4 |
BA
Bristlecone Advisors
Bellevue,
Washington
|
-$225K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NTIMCH
26
New Thinking Investment Management Company (HK)
Hong Kong
| – | -$4.17M | -11,761 | Closed |
|
|
BA
27
Bristlecone Advisors
Bellevue,
Washington
| – | -$225K | -5,378 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$216K | -5,174 | Closed |
|
29
Walleye Capital
New York
| – | -$148K | -3,550 | Closed |
|
|
FTUS
30
Flow Traders U.S.
New York
| – | -$140K | -3,347 | Closed |
|
|
RIA
31
Realta Investment Advisors
Wilmington,
Delaware
| – | -$103K | -1,949 | Closed |
|
|
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$10.4K | -250 | Closed |
|
GOVZ Hedge Fund Activity: Q4 2023 in Review
25 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) for Q4 2023, worth a combined $90.3M — up 21% from $74.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GOVZ positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Traphagen Investment Advisors, opening a new position worth an estimated $4.32M. The largest seller was Bank of America, cutting an estimated $5.24M.
- 25 institutional investors held iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) as of Q4 2023, up from 23 in Q3 2023.
- Funds reported $90.3M of iShares 25+ Year Treasury STRIPS Bond ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 9 funds opened new iShares 25+ Year Treasury STRIPS Bond ETF positions in Q4 2023 and 7 closed out, a net change of +2 holders.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF buyer in Q4 2023 was Traphagen Investment Advisors, an estimated $4.32M added.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF seller in Q4 2023 was Bank of America, an estimated $5.24M sold.
Based on aggregated 13F filings for Q4 2023.