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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
LA
326
Latitude Advisors
Florida
$530K +$526K +19,931 New
GLA
327
Good Life Advisors
Pennsylvania
$529K -$31.1K -1,180 -6%
WWM
328
WJ Wealth Management
Arizona
$520K -$170K -6,425 -25%
PIM
329
Penobscot Investment Management
Massachusetts
$497K -$143K -5,410 -22%
FFN
330
Focus Financial Network
Minnesota
$496K +$3.88K +147 +0.8%
KWM
331
Kingsview Wealth Management
Oregon
$493K -$21.4K -812 -4%
KCA
332
Karn Couzens & Associates
Connecticut
$490K -$32.6K -1,234 -6%
KPWS
333
Kestra Private Wealth Services
Texas
$486K -$228K -8,621 -32%
HIMC
334
Heritage Investors Management Corp
Maryland
$481K
FNBOSM
335
First National Bank of South Miami
Florida
$470K -$619K -23,457 -57%
HTC
336
Haverford Trust Company
Pennsylvania
$467K -$117K -4,419 -20%
SWG
337
Summit Wealth Group
Vermont
$448K +$295K +11,183 +198%
BHWM
338
Bar Harbor Wealth Management
New Hampshire
$437K -$157K -5,948 -27%
MIM
339
Moseley Investment Management
Florida
$429K -$67.2K -2,546 -14%
DAM
340
Delta Asset Management
Tennessee
$428K
HCA
341
Harbour Capital Advisors
Virginia
$427K -$6.52K -247 -2%
9WM
342
9258 Wealth Management
Ohio
$424K +$39.3K +1,490 +10%
CAN
343
Claraphi Advisory Network
United States
$418K -$722K -27,347 -63%
LFAS
344
Level Four Advisory Services
Texas
$415K +$77.7K +2,946 +23%
KM
345
Kalos Management
Georgia
$413K -$66.4K -2,515 -14%
SFG
346
SageGuard Financial Group
Tennessee
$411K -$46K -1,742 -10%
GSEP
347
Golden State Equity Partners
California
$411K +$408K +15,457 New
IAN
348
Integrated Advisors Network
Texas
$409K -$88K -3,335 -18%
3LCM
349
3D/L Capital Management
Connecticut
$402K +$56.1K +2,127 +16%
AIC
350
Ameritas Investment Company
Nebraska
$398K -$715K -27,089 -85%