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iShares US Treasury Bond ETF

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Shares
Change %
SPAS
326
Spectrum Planning & Advisory Services
California
$1.06M +$68.8K +3,017 +7%
PCA
327
Pallas Capital Advisors
Massachusetts
$1.03M +$1.03M +44,772 New
OIA
328
Optimum Investment Advisors
Illinois
$1.02M -$4.24K -185 -0.4%
GCM
329
Graham Capital Management
Connecticut
$1.02M +$13.7K +600 +1%
GWP
330
Gateway Wealth Partners
Wisconsin
$1.01M +$29.6K +1,291 +3%
SCI
331
Stableford Capital II
Arizona
$997K +$997K +44,261 New
PPWP
332
Proquility Private Wealth Partners
Nevada
$991K +$2.7K +118 +0.3%
MC
333
Moors & Cabot
Massachusetts
$985K +$2.77K +121 +0.3%
SCM
334
Stonehearth Capital Management
Massachusetts
$983K +$191K +8,321 +24%
LA
335
LexAurum Advisors
Kansas
$981K +$21.2K +924 +2%
National Bank of Canada
336
National Bank of Canada
Quebec, Canada
$971K +$17.6K +771 +2%
AWAU
337
Alliance Wealth Advisors (Utah)
Utah
$968K -$6.57K -287 -0.7%
FW
338
FirstPurpose Wealth
Utah
$960K -$1.49K -65 -0.2%
TPW
339
Transatlantique Private Wealth
New York
$954K +$587K +25,643 +160%
Principal Financial Group
340
Principal Financial Group
Iowa
$944K +$37.8K +1,650 +4%
CAL
341
Capital Analysts LLC
Pennsylvania
$924K +$117K +5,123 +15%
CPG
342
Cornerstone Planning Group
New Jersey
$923K +$923K +40,308 New
WJA
343
Willis Johnson & Associates
Texas
$905K +$66.3K +2,897 +8%
NL
344
NWAM LLC
Washington
$903K -$3.84M -167,613 -81%
FFP
345
FourThought Financial Partners
Florida
$902K +$37.5K +1,636 +4%
SWG
346
Summit Wealth Group
Vermont
$900K -$25.2M -1,101,148 -97%
RFP
347
RCS Financial Planning
Maryland
$893K +$11.7K +513 +1%
CHAM
348
Clear Harbor Asset Management
Connecticut
$880K +$7.44K +325 +0.9%
AA
349
Ancora Advisors
Ohio
$869K +$11.2K +487 +1%
SFG
350
Sovereign Financial Group
Connecticut
$866K +$249K +10,890 +40%