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iShares US Treasury Bond ETF

575 hedge funds and large institutions have $21.9B invested in iShares US Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 303 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
9.94%
Holding in Top 10
97
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+21.25%
% of All Funds
1.68%
New
76
Increased
303
Reduced
150
Closed
65
Calls
$3.21M
Puts
$1.05M
Net Calls
+$2.16M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
226
Leavell Investment Management
Alabama
$2.92M +$2.92M +128,309 New
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$2.9M +$2.9M +127,600 New
BTWM
228
Baker Tilly Wealth Management
Wisconsin
$2.89M -$645K -28,341 -18%
CAG
229
Csenge Advisory Group
Florida
$2.87M +$2.2M +96,480 +325%
H6H
230
Hightower 6M Holding
Kansas
$2.85M -$90.8K -3,991 -3%
Mariner
231
Mariner
Kansas
$2.75M +$193K +8,462 +8%
KFS
232
Kelly Financial Services
Massachusetts
$2.7M +$313K +13,774 +13%
WIA
233
World Investment Advisors
California
$2.67M +$32.5K +1,426 +1%
PA
234
Parallel Advisors
California
$2.61M -$270K -11,851 -9%
MHB
235
Midwest Heritage Bank
Iowa
$2.59M -$198K -8,694 -7%
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$2.58M +$263K +11,564 +11%
ACM
237
Ashford Capital Management
Delaware
$2.57M +$2.57M +112,712 New
CFA
238
Cahill Financial Advisors
Minnesota
$2.51M +$256K +11,236 +11%
VA
239
Valmark Advisers
Ohio
$2.39M -$4.92K -216 -0.2%
CF
240
Centaurus Financial
California
$2.37M +$328K +14,425 +16%
WAS
241
Wealth Advisory Solutions
Indiana
$2.35M +$2.35M +103,255 New
WHCI
242
W.H. Cornerstone Investments
Massachusetts
$2.3M +$2.3M +101,664 New
BCI
243
Brinker Capital Investments
Pennsylvania
$2.27M +$1.36M +59,636 +148%
FPF
244
First Pacific Financial
Washington
$2.27M +$538K +23,641 +31%
RSWM
245
Robertson Stephens Wealth Management
California
$2.25M +$528K +23,216 +31%
SP
246
Successful Portfolios
Florida
$2.23M +$400K +17,569 +22%
SWA
247
Stratos Wealth Advisors
Ohio
$2.22M -$632K -27,778 -22%
1WM
248
1900 Wealth Management
Texas
$2.21M -$64.9K -2,851 -3%
VAS
249
Vestmark Advisory Solutions
Massachusetts
$2.15M -$851K -37,383 -28%
WWP
250
WR Wealth Planners
Missouri
$2.13M -$31.1K -1,366 -1%