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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 %
AFO
376
Arrowroot Family Office
California
$595K +$595K +25,431 New
VC
377
Vicus Capital
Pennsylvania
$594K +$594K +25,424 New
VPP
378
Vertex Planning Partners
Illinois
$586K +$337K +14,393 +135%
PTC
379
Private Trust Company
Ohio
$582K -$80.3K -3,433 -12%
GIA
380
Gladstone Institutional Advisory
Florida
$573K -$162K -6,909 -22%
ACP
381
Aveo Capital Partners
Colorado
$571K +$108K +4,613 +23%
ACM
382
Absolute Capital Management
Pennsylvania
$563K +$352K +15,068 +167%
JWCA
383
J.W. Cole Advisors
Florida
$561K -$149K -6,358 -21%
WAG
384
Wallace Advisory Group
California
$547K +$7.3K +312 +1%
SC
385
Seldon Capital
California
$542K +$271K +11,600 +100%
SI
386
Stephens Inc
Arkansas
$542K
RB
387
Renasant Bank
Mississippi
$537K -$216K -9,253 -29%
EW
388
Element Wealth
Mississippi
$536K +$279K +11,950 +109%
BJL
389
Brighton Jones LLC
Washington
$522K -$14.5K -620 -3%
DFA
390
DHK Financial Advisors
New Hampshire
$519K +$519K +22,196 New
IWN
391
Independent Wealth Network
Iowa
$518K +$17.6K +751 +4%
WWM
392
Western Wealth Management
Colorado
$514K +$159K +6,780 +45%
BF
393
BOK Financial
Oklahoma
$513K +$513K +21,927 New
KeyBank National Association
394
KeyBank National Association
Ohio
$511K -$23K -985 -4%
FHA
395
Flagship Harbor Advisors
Massachusetts
$506K -$85.4K -3,652 -14%
William Blair & Company
396
William Blair & Company
Illinois
$501K +$43.1K +1,842 +9%
RFN
397
RDA Financial Network
Iowa
$497K +$31.6K +1,352 +7%
IWM
398
IHT Wealth Management
Illinois
$496K -$258K -11,042 -34%
HSA
399
HBK Sorce Advisory
Pennsylvania
$491K +$491K +20,981 New
LWP
400
Lumature Wealth Partners
Georgia
$488K -$6.38K -273 -1%