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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
BWM
401
Bulltick Wealth Management
Florida
$244K +$242K +9,184 New
MA
402
MJP Associates
Connecticut
$244K +$38.5K +1,460 +19%
WCM
403
Wealthcare Capital Management
Virginia
$243K -$75.2K -2,849 -24%
DRS
404
Deane Retirement Strategies
Louisiana
$243K -$60.4K -2,289 -20%
AP
405
Advisor Partners
California
$243K +$241K +9,123 New
Creative Planning
406
Creative Planning
Kansas
$242K -$208K -7,896 -46%
CF
407
Clarity Financial
Texas
$242K
IFG
408
Independent Financial Group
California
$241K +$7.71K +292 +3%
TFS
409
TrustCore Financial Services
Tennessee
$238K
MFG
410
Magnus Financial Group
New York
$236K +$238 +9 +0.1%
AWA
411
Acorn Wealth Advisors
Michigan
$233K +$231K +8,747 New
Fisher Asset Management
412
Fisher Asset Management
Washington
$233K +$231K +8,766 New
DC
413
Davenport & Co
Virginia
$231K +$8.52K +323 +4%
PIA
414
Pinion Investment Advisors
Kansas
$227K +$18.2K +688 +9%
GHA
415
GW Henssler & Associates
Georgia
$222K -$100K -3,800 -31%
DP
416
Dearborn Partners
Illinois
$217K
MWM
417
Modera Wealth Management
New Jersey
$213K -$9K -341 -4%
DADC
418
D.A. Davidson & Co
Montana
$210K +$209K +7,905 New
LK
419
Lumbard & Kellner
New Hampshire
$209K -$672K -25,446 -76%
AII
420
AGF Investments Inc
Ontario, Canada
$209K -$30K -1,136 -13%
IFA
421
Interactive Financial Advisors
Illinois
$202K +$35.2K +1,332 +21%
MSAM
422
Moloney Securities Asset Management
Missouri
$202K +$201K +7,601 New
SMC
423
Smith, Moore & Co
Missouri
$200K +$198K +7,520 New
EDRH
424
Edmond de Rothschild Holding
Switzerland
$192K
ZB
425
Zions Bancorporation
Utah
$187K