Who Owns GOVZ?

iShares 25+ Year Treasury STRIPS Bond ETF — Institutional Ownership & 13F Holdings

$9.07

+0.01 (+0.16%)

Market Cap

$324.9M

Shares Outstanding

32,547,574

Institutional Holders

35

Total Inst. Value

$65.4M

% of Float Held

QoQ Holder Change

+12

Institutional data as of Q1 2025

New Positions

10

Closed Positions

10

Increased

9

Decreased

13

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CPC Advisors, LLC$21.2M2,064,768
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.7M945,603
3Strategies Wealth Advisors, LLC$8.7M845,422
4RAYMOND JAMES FINANCIAL INC$7.0M679,997
5TRAPHAGEN INVESTMENT ADVISORS LLC$6.4M625,223
6JANE STREET GROUP, LLC$2.0M196,959
7Tower Research Capital LLC (TRC)New$1.9M184,209
8Cetera Investment Advisers$1.3M125,221
9BlackRock, Inc.$1.2M116,000
10Cerro Pacific Wealth Advisors LLCNew$862K87,203

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Frequently Asked Questions

How many institutional investors hold GOVZ?

As of Q1 2025, 35 institutional investors report holding GOVZ (iShares 25+ Year Treasury STRIPS Bond ETF) in their 13F filings.

Which hedge fund owns the most GOVZ?

The largest institutional holder of GOVZ is CPC Advisors, LLC with $21.2M in shares.

Are institutions buying or selling GOVZ?

This quarter, 10 institutions opened new positions in GOVZ and 10 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.