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iShares US Treasury Bond ETF

516 hedge funds and large institutions have $16.2B invested in iShares US Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 245 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 161

18% more capital invested

Capital invested by funds: $13.7B → $16.2B (+$2.44B)

13% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 40

7% more funds holding in top 10

Funds holding in top 10: 7176 (+5)

0% more funds holding

Funds holding: 516516 (0)

0.82% less ownership

Funds ownership: 95.37%94.55% (-0.82%)

Holders
516
Holders Change
Holders Change %
0%
% of All Funds
8.98%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.32%
New
45
Increased
245
Reduced
161
Closed
40
Calls
$2.7M
Puts
Net Calls
+$2.7M
Net Calls Change
+$613K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
276
Stephens Inc
Arkansas
$942K
ACP
277
Aveo Capital Partners
Colorado
$921K -$64.5K -2,445 -7%
BWM
278
BCGM Wealth Management
Indiana
$896K -$69K -2,615 -7%
CIP
279
Capital Insight Partners
Arizona
$893K -$58.8K -2,228 -6%
BWM
280
Baystate Wealth Management
Massachusetts
$860K -$140K -5,318 -14%
CA
281
Continuum Advisory
Idaho
$856K +$393K +14,910 +86%
RCAG
282
Rehmann Capital Advisory Group
Michigan
$830K +$22.1K +837 +3%
VVP
283
Venture Visionary Partners
Ohio
$817K +$2.75K +104 +0.3%
CLOS
284
Compagnie Lombard Odier SCmA
Switzerland
$808K -$2.26M -85,568 -74%
VAS
285
Vestmark Advisory Solutions
Massachusetts
$806K +$307K +11,652 +63%
NWM
286
Northwest Wealth Management
Iowa
$804K -$800K -30,300 -50%
TPA
287
Trivium Point Advisory
Connecticut
$803K -$4.83K -183 -0.6%
JWCA
288
J.W. Cole Advisors
Florida
$792K -$136K -5,137 -15%
SWMG
289
Strategic Wealth Management Group
Maryland
$785K
TC
290
Truvestments Capital
Florida
$770K -$51.8K -1,961 -6%
SL
291
Savior LLC
Massachusetts
$764K +$3.75K +142 +0.5%
PWM
292
Perigon Wealth Management
California
$763K -$370K -14,007 -33%
CWM
293
Cahaba Wealth Management
Georgia
$740K -$51.1K -1,938 -7%
TA
294
TrueWealth Advisors
Alabama
$728K +$98K +3,713 +16%
SCM
295
SCS Capital Management
Massachusetts
$704K -$1.39M -52,615 -67%
FAIM
296
Financial Advocates Investment Management
Washington
$702K +$105K +3,981 +21%
MSWMA
297
Market Street Wealth Management Advisors
Indiana
$702K +$164K +6,224 +31%
EL
298
EQ LLC
Washington
$697K +$17.2K +650 +3%
AWS
299
AJ Wealth Strategies
New York
$695K +$1.58K +60 +0.2%
DI
300
DAGCO Inc
Ohio
$690K +$684K +25,925 New