iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
36 hedge funds and large institutions have $77.5M invested in iShares 25+ Year Treasury STRIPS Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
3% more funds holding
Funds holding: 35 → 36 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.07% less ownership
Funds ownership: 8.61% → 6.54% (-2.1%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
38% less capital invested
Capital invested by funds: $125M → $77.5M (-$48M)
99% less call options, than puts
Call options by funds: $3K | Put options by funds: $248K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
+$2.33M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.13M |
| 3 |
BlackRock
New York
|
+$1.28M |
| 4 |
CPWA
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
+$1.25M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$12.5M |
| 2 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$7.09M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$4.89M |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
-$2.82M |
| 5 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
-$1.97M |
GOVZ Hedge Fund Activity: Q4 2024 in Review
36 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) for Q4 2024, worth a combined $77.5M — down 38% from $125M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new GOVZ positions and 6 closed out — a net gain of 4 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Strategies Wealth Advisors, adding an estimated $2.33M. The largest seller was LPL Financial, cutting an estimated $12.5M.
- 36 institutional investors held iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) as of Q4 2024, up from 35 in Q3 2024.
- Funds reported $77.5M of iShares 25+ Year Treasury STRIPS Bond ETF stock for Q4 2024, down 38% quarter-over-quarter.
- 10 funds opened new iShares 25+ Year Treasury STRIPS Bond ETF positions in Q4 2024 and 6 closed out, a net change of +4 holders.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF buyer in Q4 2024 was Strategies Wealth Advisors, an estimated $2.33M added.
- The largest iShares 25+ Year Treasury STRIPS Bond ETF seller in Q4 2024 was LPL Financial, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2024.