iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
35 hedge funds and large institutions have $125M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 3 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 2
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
76% more capital invested
Capital invested by funds: $71.3M → $125M (+$54.2M)
30% more funds holding
Funds holding: 27 → 35 (+8)
1.26% more ownership
Funds ownership: 7.35% → 8.61% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
96% less call options, than puts
Call options by funds: $19K | Put options by funds: $520K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.1M |
| 2 |
Jane Street
New York
|
+$7.36M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.18M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.13M |
| 5 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$1.61M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$134K |
| 3 |
SWA
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
-$114K |
| 4 |
JP Morgan Chase
New York
|
-$65.8K |
| 5 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$4.27K |
GOVZ Hedge Fund Activity: Q3 2024 in Review
35 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) for Q3 2024, worth a combined $125M — up 76% from $71.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new GOVZ positions and 3 closed out — a net gain of 8 holders — while 18 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.1M. The largest seller was Brown Advisory, exiting entirely with an estimated $1.61M sold.
- 35 institutional investors held iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) as of Q3 2024, up from 27 in Q2 2024.
- Funds reported $125M of iShares 25+ Year Treasury STRIPS Bond ETF stock for Q3 2024, up 76% quarter-over-quarter.
- 11 funds opened new iShares 25+ Year Treasury STRIPS Bond ETF positions in Q3 2024 and 3 closed out, a net change of +8 holders.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF buyer in Q3 2024 was LPL Financial, an estimated $12.1M added.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF seller in Q3 2024 was Brown Advisory, an estimated $1.61M sold.
Based on aggregated 13F filings for Q3 2024.