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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
AIA
276
Alera Investment Advisors
Illinois
$1.44M +$1.43M +63,951 New
TCMP
277
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.44M +$1.43M +63,714 New
IF
278
IRON Financial
Illinois
$1.44M -$53K -2,366 -4%
VCA
279
Verdence Capital Advisors
Maryland
$1.42M +$991K +44,190 +238%
FNWA
280
Financial Network Wealth Advisors
Utah
$1.42M +$64.3K +2,867 +5%
WAS
281
Wealth Advisory Solutions
Indiana
$1.41M +$37.6K +1,679 +3%
AWP
282
Ascent Wealth Partners
New York
$1.39M -$18K -804 -1%
TA
283
TFB Advisors
Kansas
$1.39M +$45.3K +2,021 +3%
HFA
284
High Falls Advisors
New York
$1.39M +$449K +20,026 +48%
SCA
285
Snowden Capital Advisors
New York
$1.37M +$392K +17,486 +40%
BCM
286
Brasada Capital Management
Texas
$1.36M +$4.08K +182 +0.3%
CIA
287
Concurrent Investment Advisors
Florida
$1.36M -$47.6K -2,122 -3%
BSW
288
Buckingham Strategic Wealth
Missouri
$1.34M +$46.5K +2,076 +4%
CWP
289
Cyndeo Wealth Partners
Florida
$1.33M -$157 -7 -0%
PFG
290
PAX Financial Group
Texas
$1.33M +$243K +10,838 +23%
PIA
291
Perennial Investment Advisors
California
$1.33M +$36.1K +1,609 +3%
Wealthfront Advisers
292
Wealthfront Advisers
California
$1.32M +$139K +6,196 +12%
VHAM
293
Van Hulzen Asset Management
California
$1.3M -$37.6K -1,679 -3%
QWP
294
Quotient Wealth Partners
Texas
$1.28M -$1.44M -64,330 -53%
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$1.28M +$427K +19,037 +51%
CFGS
296
Concourse Financial Group Securities
Alabama
$1.28M -$98.1K -4,373 -7%
USCWA
297
U.S. Capital Wealth Advisors
Texas
$1.27M -$9.6K -428 -0.8%
CFG
298
Cosner Financial Group
Colorado
$1.27M -$141K -6,297 -10%
FPAS
299
Focus Partners Advisor Solutions
Missouri
$1.21M +$9.91K +442 +0.8%
LIM
300
Leavell Investment Management
Alabama
$1.18M -$89.8K -4,006 -7%