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iShares 25+ Year Treasury STRIPS Bond ETF

14 hedge funds and large institutions have $62.7M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more capital invested

Capital invested by funds: $9.29M → $62.7M (+$53.4M)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more funds holding

Funds holding: 1314 (+1)

5.48% more ownership

Funds ownership: 0.8%6.28% (+5.5%)

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$52.9M +$59.9M +984,692 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.41M +$124K +2,041 +5%
MML Investors Services
3
MML Investors Services
Massachusetts
$2.41M +$120K +1,979 +5%
Bank of America
4
Bank of America
North Carolina
$1.42M +$1.18M +19,421 +278%
Jane Street
5
Jane Street
New York
$1.16M +$119K +1,955 +10%
SS
6
Sunbelt Securities
Texas
$983K +$227K +3,731 +26%
Goldman Sachs
7
Goldman Sachs
New York
$412K +$467K +7,675 New
BFA
8
Beaumont Financial Advisors
Massachusetts
$407K -$9.68K -159 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$261K +$296K +4,869 New
SL
10
Sentinus LLC
Illinois
$201K +$228K +3,750 New
SPIA
11
Steward Partners Investment Advisory
New York
$85K +$47.3K +778 +97%
UBS Group
12
UBS Group
Switzerland
$40K +$35.8K +589 +380%
Osaic Holdings
13
Osaic Holdings
Arizona
$27K -$1.58K -26 -5%
CG
14
Cutler Group
California
$6K -$7.61K -125 -50%
Citadel Advisors
15
Citadel Advisors
Florida
-$567K -9,053 Closed
FTUS
16
Flow Traders U.S.
New York
-$181K -2,898 Closed
Simplex Trading
17
Simplex Trading
Illinois
-$1K -25 Closed

GOVZ Hedge Fund Activity: Q3 2022 in Review

14 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) for Q3 2022, worth a combined $62.7M — up 575% from $9.29M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GOVZ positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $59.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $567K sold.

  • 14 institutional investors held iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) as of Q3 2022, up from 13 in Q2 2022.
  • Funds reported $62.7M of iShares 25+ Year Treasury STRIPS Bond ETF stock for Q3 2022, up 575% quarter-over-quarter.
  • 4 funds opened new iShares 25+ Year Treasury STRIPS Bond ETF positions in Q3 2022 and 3 closed out, a net change of +1 holder.
  • The largest iShares 25+ Year Treasury STRIPS Bond ETF buyer in Q3 2022 was BlackRock, an estimated $59.9M added.
  • The largest iShares 25+ Year Treasury STRIPS Bond ETF seller in Q3 2022 was Citadel Advisors, an estimated $567K sold.

Based on aggregated 13F filings for Q3 2022.