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iShares US Treasury Bond ETF

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Shares
Change %
CL
226
Choreo LLC
Illinois
$2.99M -$59.8K -2,610 -2%
HSBC Holdings
227
HSBC Holdings
United Kingdom
$2.92M -$1.02M -44,566 -26%
SW
228
Simplicity Wealth
New Jersey
$2.85M +$1.58M +68,851 +124%
AFG
229
Altiora Financial Group
Ohio
$2.84M -$262K -11,455 -8%
Canada Life
230
Canada Life
Manitoba, Canada
$2.82M -$216K -9,396 -7%
TCMP
231
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.78M -$69.4K -3,029 -2%
CCM
232
Crabel Capital Management
California
$2.72M -$747K -32,622 -22%
FHA
233
First Horizon Advisors
Tennessee
$2.71M +$55.5K +2,425 +2%
ASN
234
Advisory Services Network
Georgia
$2.7M +$10.5K +457 +0.4%
Creative Planning
235
Creative Planning
Kansas
$2.7M +$2.7M +118,015 New
CIAS
236
Capital Investment Advisory Services
North Carolina
$2.67M +$63.7K +2,782 +2%
LA
237
LVW Advisors
New York
$2.63M +$2.63M +114,962 New
CWM
238
Certus Wealth Management
California
$2.6M +$2.6M +113,398 New
SCA
239
Snowden Capital Advisors
New York
$2.6M -$523K -22,845 -17%
FNWM
240
Financial Network Wealth Management
Utah
$2.53M -$1.49M -65,361 -37%
GRP
241
Global Retirement Partners
California
$2.5M +$227K +9,895 +10%
FPF
242
First Pacific Financial
Washington
$2.46M +$159K +6,944 +7%
SFC
243
Strategic Financial Concepts
Texas
$2.44M +$931K +40,647 +62%
WAS
244
Wealth Advisory Solutions
Indiana
$2.39M -$1.67K -73 -0.1%
IFA
245
Interactive Financial Advisors
Illinois
$2.38M +$2.38M +104,059 New
WIA
246
World Investment Advisors
California
$2.31M +$148K +6,480 +7%
Citadel Advisors
247
Citadel Advisors
Florida
$2.29M +$2.29M +99,927 New
MLA
248
My Legacy Advisors
Oregon
$2.22M +$382K +16,628 +21%
1WM
249
1900 Wealth Management
Texas
$2.18M +$40.8K +1,783 +2%
VA
250
Valmark Advisers
Ohio
$2.18M +$43.3K +1,892 +2%