iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
27 hedge funds and large institutions have $71.3M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
13% more funds holding
Funds holding: 24 → 27 (+3)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
3.25% less ownership
Funds ownership: 10.6% → 7.35% (-3.2%)
24% less capital invested
Capital invested by funds: $93.3M → $71.3M (-$21.9M)
97% less call options, than puts
Call options by funds: $33K | Put options by funds: $1.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$24.6M |
| 2 |
SWA
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
+$6.28M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.2M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.6M |
| 5 |
Jane Street
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$61.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.99M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |
| 4 |
SC
Sepio Capital
Salt Lake City,
Utah
|
-$581K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$316K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
National Bank of Canada
Montreal,
Quebec, Canada
| $3.3K | – | – | – |
|
|
SS
27
Sunbelt Securities
Houston,
Texas
| $2.38K | -$128 | -3 | -5% |
|
|
28
BlackRock
New York
| – | -$61.5M | -1,352,758 | Closed |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$258K | -5,673 | Closed |
|
|
MPM
30
MBB Public Markets
Chicago,
Illinois
| – | -$171K | -3,750 | Closed |
|
31
Morgan Stanley
New York
| – | -$19 | – | – |
|
GOVZ Hedge Fund Activity: Q2 2024 in Review
27 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) for Q2 2024, worth a combined $71.3M — down 24% from $93.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GOVZ positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Consolidated Planning Corp, opening a new position worth an estimated $24.6M. The largest seller was BlackRock, exiting entirely with an estimated $61.5M sold.
- 27 institutional investors held iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) as of Q2 2024, up from 24 in Q1 2024.
- Funds reported $71.3M of iShares 25+ Year Treasury STRIPS Bond ETF stock for Q2 2024, down 24% quarter-over-quarter.
- 8 funds opened new iShares 25+ Year Treasury STRIPS Bond ETF positions in Q2 2024 and 3 closed out, a net change of +5 holders.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF buyer in Q2 2024 was Consolidated Planning Corp, an estimated $24.6M added.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF seller in Q2 2024 was BlackRock, an estimated $61.5M sold.
Based on aggregated 13F filings for Q2 2024.