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iShares US Treasury Bond ETF

692 hedge funds and large institutions have $23.5B invested in iShares US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 237

20% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 71

0% more capital invested

Capital invested by funds: $23.4B → $23.5B (+$79M)

0% less funds holding

Funds holding: 693692 (-1)

0.41% less ownership

Funds ownership: 91.2%90.78% (-0.41%)

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

98% less call options, than puts

Call options by funds: $264K | Put options by funds: $14M

Holders
692
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.99%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.85%
New
85
Increased
295
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
226
MA Private Wealth
California
$2.62M +$1.53M +68,337 +144%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$2.61M +$317K +14,150 +14%
OIA
228
OneDigital Investment Advisors
Kansas
$2.6M +$1.56M +69,612 +152%
CCM
229
Crabel Capital Management
California
$2.52M +$50.9K +2,269 +2%
HF
230
HRT Financial
New York
$2.47M +$2.45M +109,419 New
SVWG
231
Shared Vision Wealth Group
United States
$2.4M +$98.6K +4,398 +4%
AC
232
Addison Capital
Pennsylvania
$2.39M +$1.21M +54,161 +104%
WIP
233
WealthCare Investment Partners
Rhode Island
$2.38M +$86.1K +3,839 +4%
MIS
234
Morningstar Investment Services
Illinois
$2.36M +$1.87M +83,504 +406%
C1AG
235
Client 1st Advisory Group
Florida
$2.36M -$646K -28,817 -22%
IDA
236
Intelligence Driven Advisers
California
$2.32M +$777K +34,670 +51%
Citigroup
237
Citigroup
New York
$2.22M +$127K +5,680 +6%
Canada Life
238
Canada Life
Manitoba, Canada
$2.18M -$205K -9,150 -9%
BP
239
BNP Paribas
France
$2.15M +$156K +6,940 +8%
BCM
240
Brookstone Capital Management
Illinois
$2.14M -$33.8M -1,506,401 -94%
PFS
241
Prospera Financial Services
Texas
$2.12M -$276K -12,305 -12%
CIAS
242
Capital Investment Advisory Services
North Carolina
$2.11M +$30K +1,339 +1%
FMN
243
Financial Management Network
California
$2.06M +$2.04M +90,991 New
SW
244
Simplicity Wealth
New Jersey
$2.04M -$343K -15,301 -14%
KP
245
Keel Point
Alabama
$2M -$424K -18,906 -18%
AA
246
Axiom Advisory
California
$1.97M +$1.97M +87,679 New
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$1.92M +$472K +21,051 +33%
Prudential Financial
248
Prudential Financial
New Jersey
$1.92M -$414K -18,465 -18%
HWMC
249
Heritage Wealth Management (California)
California
$1.87M -$29.5K -1,314 -2%
CW
250
CreativeOne Wealth
Kansas
$1.85M -$2.53M -112,710 -58%