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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
SFA
251
Sequoia Financial Advisors
Ohio
$1.84M -$32.7M -1,459,403 -95%
HGWM
252
Horst & Graben Wealth Management
Oregon
$1.83M +$139K +6,192 +8%
E3F
253
Eight 31 Financial
Texas
$1.81M -$749K -33,414 -29%
WB
254
WesBanco Bank
West Virginia
$1.79M +$228K +10,155 +15%
TF
255
Trek Financial
Arizona
$1.76M -$53.7K -2,397 -3%
TCM
256
Twele Capital Management
Minnesota
$1.75M +$445K +19,827 +34%
AWM
257
Avondale Wealth Management
Texas
$1.75M -$136K -6,050 -7%
GT
258
Greenleaf Trust
Michigan
$1.74M -$279K -12,446 -14%
TIAA Trust, National Association
259
TIAA Trust, National Association
North Carolina
$1.73M +$55.2K +2,462 +3%
LWM
260
Liberty Wealth Management
California
$1.73M +$231K +10,284 +12%
OP
261
ORG Partners
Indiana
$1.72M +$1.72M +76,905 New
AT
262
Arden Trust
Delaware
$1.68M -$74.1K -3,305 -4%
BTI
263
Blue Trust Inc
Georgia
$1.67M +$830 +37 +0.1%
VA
264
Valmark Advisers
Ohio
$1.66M +$6.34K +283 +0.4%
TWM
265
TSA Wealth Management
Texas
$1.62M -$700K -31,205 -30%
FFN
266
Focus Financial Network
Minnesota
$1.59M +$169K +7,529 +12%
IWA
267
Icon Wealth Advisors
Texas
$1.54M -$74.4K -3,319 -5%
KWA
268
Kingswood Wealth Advisors
California
$1.54M -$39.4K -1,758 -3%
APW
269
Austin Private Wealth
Texas
$1.52M -$80.5K -3,589 -5%
T
270
TNF
Montana
$1.52M +$612K +27,280 +69%
SWM
271
Spire Wealth Management
Virginia
$1.5M -$641K -28,571 -30%
HI
272
Harbour Investments
Wisconsin
$1.48M -$88.5K -3,946 -6%
CFS
273
Coordinated Financial Services
Colorado
$1.47M +$903K +40,262 +161%
PA
274
PFG Advisors
Arizona
$1.45M +$800K +35,672 +125%
TFF
275
The Family Firm
Maryland
$1.44M +$60K +2,676 +4%