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iShares US Treasury Bond ETF

624 hedge funds and large institutions have $24.4B invested in iShares US Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 270 increasing their positions, 216 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
9.99%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.04%
New
87
Increased
270
Reduced
216
Closed
77
Calls
$346K
Puts
$5.67M
Net Calls
-$5.32M
Net Calls Change
-$7.14M
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
351
Empirical Asset Management
Massachusetts
$773K +$159K +6,796 +26%
MWM
352
Maripau Wealth Management
Indiana
$770K +$1.82K +78 +0.2%
KA
353
Kovack Advisors
Florida
$761K -$257K -11,008 -25%
APC
354
Aspire Private Capital
North Carolina
$749K +$139K +5,951 +23%
KWM
355
Keebeck Wealth Management
Illinois
$740K +$259K +11,068 +54%
VC
356
Veracity Capital
Georgia
$738K -$102K -4,369 -12%
KFS
357
Kelly Financial Services
Massachusetts
$734K -$619K -26,482 -46%
CWM
358
Cahaba Wealth Management
Georgia
$731K -$39.6K -1,692 -5%
SMWM
359
Silvia McColl Wealth Management
California
$719K -$7.88K -337 -1%
LNC
360
Lincoln National Corp
Pennsylvania
$716K +$338K +14,439 +89%
WS
361
Wedbush Securities
California
$672K +$30.9K +1,322 +5%
Franklin Resources
362
Franklin Resources
California
$669K +$65.3K +2,793 +11%
PFG
363
Pacific Financial Group
Washington
$668K +$8.35K +357 +1%
TFF
364
The Family Firm
Maryland
$668K -$29.1K -1,244 -4%
CAAS
365
Capital Asset Advisory Services
Michigan
$666K -$78.7K -3,364 -11%
KWM
366
Kingsview Wealth Management
Oregon
$659K -$162K -6,949 -20%
OLVIG
367
Oliver Lagore Vanvalin Investment Group
Michigan
$632K +$223K +9,532 +54%
CYG
368
Clean Yield Group
Vermont
$631K +$351K +15,000 +125%
SFG
369
Sovereign Financial Group
Connecticut
$630K +$630K +26,944 New
PWMG
370
Provence Wealth Management Group
California
$620K -$90.1K -3,854 -13%
IA
371
IFG Advisory
Georgia
$614K -$646K -27,622 -51%
SWP
372
ShoreHaven Wealth Partners
New Jersey
$602K +$602K +25,755 New
VCP
373
Verus Capital Partners
Arizona
$600K +$261K +11,155 +77%
DWP
374
Destiny Wealth Partners
Florida
$599K +$139K +5,949 +30%
SS
375
Simplicity Solutions
Minnesota
$597K +$597K +25,537 New