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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 %
SP
401
Successful Portfolios
Florida
$480K -$487K -20,817 -50%
CAM
402
Concorde Asset Management
Michigan
$478K -$88.1K -3,769 -16%
D
403
Dentgroup
Louisiana
$477K +$477K +20,381 New
Northern Trust
404
Northern Trust
Illinois
$466K +$561 +24 +0.1%
BFA
405
Beacon Financial Advisory
Ohio
$464K +$194K +8,277 +71%
RFG
406
Range Financial Group
Oregon
$462K -$261K -11,156 -36%
BHPW
407
Beverly Hills Private Wealth
California
$458K +$228K +9,742 +99%
BA
408
Bellwether Advisors
Nebraska
$454K -$41.3K -1,768 -8%
NWMG
409
National Wealth Management Group
Ohio
$453K +$453K +19,368 New
DWM
410
Drive Wealth Management
Utah
$453K +$453K +19,356 New
MCA
411
MSH Capital Advisors
Arizona
$450K -$8.09K -346 -2%
HAS
412
HBW Advisory Services
California
$442K +$25.4K +1,089 +6%
FMN
413
Financial Management Network
California
$440K -$108K -4,592 -20%
CF
414
Centaurus Financial
California
$435K +$225K +9,631 +108%
AWM
415
Apollon Wealth Management
South Carolina
$435K -$971K -41,523 -69%
EWA
416
EverSource Wealth Advisors
Alabama
$434K +$56.1K +2,399 +15%
TA
417
TrueWealth Advisors
Alabama
$425K +$31K +1,328 +8%
AIA
418
Avalon Investment & Advisory
Texas
$420K
COCM
419
Charter Oak Capital Management
New Hampshire
$417K -$49.1K -2,099 -11%
FFA
420
First Foundation Advisors
California
$415K
PA
421
Procyon Advisors
Connecticut
$410K -$54.2K -2,318 -12%
UB
422
UMB Bank
Missouri
$410K -$29.6K -1,265 -7%
KCFA
423
Key Client Fiduciary Advisors
New Jersey
$409K +$409K +17,496 New
RhumbLine Advisers
424
RhumbLine Advisers
Massachusetts
$407K +$50.8K +2,172 +14%
AAS
425
Ameritas Advisory Services
Nebraska
$405K -$6.56K -281 -2%