iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
24 hedge funds and large institutions have $93.3M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
3% more capital invested
Capital invested by funds: $90.3M → $93.3M (+$2.98M)
0.7% less ownership
Funds ownership: 11.29% → 10.6% (-0.7%)
4% less funds holding
Funds holding: 25 → 24 (-1)
14% less call options, than puts
Call options by funds: $113K | Put options by funds: $132K
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$8.34M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.78M |
| 3 |
BlackRock
New York
|
+$261K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$258K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$904K |
| 3 |
Jane Street
New York
|
-$560K |
| 4 |
HF
HRT Financial
New York
|
-$137K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$560K | -11,374 | Closed |
|
|
HF
27
HRT Financial
New York
| – | -$137K | -2,804 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$40.6K | -826 | Closed |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| – | -$6.15K | -125 | Closed |
|
GOVZ Hedge Fund Activity: Q1 2024 in Review
24 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) for Q1 2024, worth a combined $93.3M — up 3.3% from $90.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of GOVZ and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.
The largest buyer was Traphagen Investment Advisors, adding an estimated $8.34M. The largest seller was Royal Bank of Canada, cutting an estimated $2.2M.
- 24 institutional investors held iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) as of Q1 2024, down from 25 in Q4 2023.
- Funds reported $93.3M of iShares 25+ Year Treasury STRIPS Bond ETF stock for Q1 2024, up 3.3% quarter-over-quarter.
- 4 funds opened new iShares 25+ Year Treasury STRIPS Bond ETF positions in Q1 2024 and 5 closed out, a net change of -1 holder.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF buyer in Q1 2024 was Traphagen Investment Advisors, an estimated $8.34M added.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF seller in Q1 2024 was Royal Bank of Canada, an estimated $2.2M sold.
Based on aggregated 13F filings for Q1 2024.