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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
FI
351
FormulaFolio Investments
Michigan
$397K +$607 +23 +0.2%
Franklin Resources
352
Franklin Resources
California
$395K +$11.1K +422 +3%
William Blair & Company
353
William Blair & Company
Illinois
$380K +$105K +3,968 +38%
AFAS
354
Acorn Financial Advisory Services
Virginia
$375K +$14.1K +533 +4%
PP
355
Prosperity Planning
Missouri
$372K
MSFS
356
Main Street Financial Solutions
Pennsylvania
$367K +$65.5K +2,481 +22%
TC
357
Telemus Capital
Michigan
$366K
PFO
358
Pathstone Family Office
New Jersey
$363K +$361K +13,672 New
SAS
359
Stelac Advisory Services
New York
$362K +$360K +13,634 New
GIA
360
Goodwin Investment Advisory
Georgia
$360K -$256K -9,715 -42%
SIC
361
Sigma Investment Counselors
Michigan
$358K -$22.8K -865 -6%
GIA
362
Gladstone Institutional Advisory
Florida
$356K -$96.6K -3,659 -21%
OPWM
363
Oxinas Partners Wealth Management
Indiana
$356K -$3.09K -117 -0.9%
RW
364
Rede Wealth
Virginia
$351K -$122K -4,638 -26%
Lido Advisors
365
Lido Advisors
California
$341K -$126K -4,780 -27%
CCG
366
Capital CS Group
California
$339K +$16.9K +639 +5%
JSL
367
JT Stratford LLC
Georgia
$330K -$27.4K -1,037 -8%
PAMG
368
Patton Albertson Miller Group
Tennessee
$328K -$129K -4,880 -28%
FSA
369
Financial Sense Advisors
California
$327K +$325K +12,310 New
1WA
370
180 Wealth Advisors
Washington
$326K -$12.1K -458 -4%
BCI
371
Brinker Capital Investments
Pennsylvania
$326K -$5.3K -201 -2%
CAM
372
Cresset Asset Management
Illinois
$325K +$322K +12,205 New
CP
373
Capital Planning
Washington
$323K -$2.05M -77,576 -86%
ACA
374
Aptus Capital Advisors
Alabama
$323K -$1.5K -57 -0.5%
RFN
375
RDA Financial Network
Iowa
$322K -$363K -13,737 -53%