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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
SFG
301
Summit Financial Group
West Virginia
$684K
Mirae Asset Global Investments
302
Mirae Asset Global Investments
South Korea
$676K -$140K -5,311 -17%
SGCA
303
Steel Grove Capital Advisors
Tennessee
$671K -$15K -570 -2%
FT
304
Fiduciary Trust
Massachusetts
$670K +$664K +25,174 New
CFA
305
Cahill Financial Advisors
Minnesota
$668K +$230K +8,703 +53%
OPS
306
Orion Portfolio Solutions
Nebraska
$667K +$357K +13,514 +117%
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$652K +$303K +11,488 +88%
FMN
308
Financial Management Network
California
$645K +$607 +23 +0.1%
AA
309
Ancora Advisors
Ohio
$643K +$25.3K +959 +4%
PFG
310
Pacific Financial Group
Washington
$643K +$193K +7,303 +43%
PFPT
311
Pinnacle Financial Partners (Tennessee)
Tennessee
$627K +$622K +23,566 New
PWA
312
Pinnacle Wealth Advisors
Tennessee
$627K +$622K +23,566 New
SAM
313
Strategy Asset Managers
California
$626K +$144K +5,452 +30%
WWM
314
Windsor Wealth Management
Indiana
$618K
KFGK
315
Keystone Financial Group (Kentucky)
Kentucky
$612K -$115K -4,365 -16%
DAS
316
Dynamic Advisor Solutions
Arizona
$608K -$25.7K -973 -4%
DWP
317
Destiny Wealth Partners
Florida
$582K +$3.56K +135 +0.6%
EFSCE
318
Enterprise Financial Services Corp (EFSC)
Missouri
$576K -$22K -833 -4%
GSWM
319
Golden State Wealth Management
California
$571K -$124K -4,687 -18%
COCM
320
Charter Oak Capital Management
New Hampshire
$560K +$42K +1,590 +8%
PWP
321
Principle Wealth Partners
Connecticut
$545K -$13.2K -501 -2%
IC
322
Inscription Capital
Texas
$545K +$540K +20,473 New
AWA
323
Arete Wealth Advisors
Illinois
$544K +$25.8K +979 +5%
PIA
324
Perennial Investment Advisors
California
$538K -$4.04K -153 -0.8%
M&T Bank
325
M&T Bank
New York
$531K -$258K -9,767 -33%