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iShares US Treasury Bond ETF

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
401
Empirical Asset Management
Massachusetts
$590K -$167K -7,299 -22%
DWP
402
Destiny Wealth Partners
Florida
$586K
CWP
403
Cyndeo Wealth Partners
Florida
$580K -$314K -13,705 -35%
CCG
404
Cypress Capital Group
Florida
$578K +$578K +25,241 New
PIN
405
Prudent Investors Network
California
$573K -$262K -11,446 -31%
Franklin Resources
406
Franklin Resources
California
$571K -$84.6K -3,696 -13%
CSPIA
407
Cary Street Partners Investment Advisory
Virginia
$567K +$511K +22,325 +923%
KFG
408
Kingdom Financial Group
Arizona
$566K +$566K +24,697 New
Susquehanna International Group
409
Susquehanna International Group
Pennsylvania
$565K -$3.41M -149,102 -86%
BJL
410
Brighton Jones LLC
Washington
$561K +$50K +2,183 +10%
WWM
411
Western Wealth Management
Colorado
$551K +$47.3K +2,064 +9%
WAG
412
Wallace Advisory Group
California
$547K
PFA
413
Pinnacle Family Advisors
Missouri
$536K +$326K +14,248 +156%
AL
414
ADE LLC
Maryland
$533K -$267K -11,675 -33%
SI
415
Stephens Inc
Arkansas
$531K
VCP
416
Verus Capital Partners
Arizona
$530K -$58.4K -2,549 -10%
Corient Private Wealth
417
Corient Private Wealth
Florida
$529K +$529K +23,117 New
RFG
418
Range Financial Group
Oregon
$525K +$72.1K +3,147 +16%
CYG
419
Clean Yield Group
Vermont
$515K -$103K -4,500 -17%
KCFA
420
Key Client Fiduciary Advisors
New Jersey
$514K +$113K +4,940 +28%
DFA
421
DHK Financial Advisors
New Hampshire
$508K
BPA
422
Beacon Pointe Advisors
California
$506K -$2.05M -89,564 -80%
HSA
423
HBK Sorce Advisory
Pennsylvania
$501K +$20.9K +914 +4%
William Blair & Company
424
William Blair & Company
Illinois
$494K +$3.14K +137 +0.6%
CAM
425
Concorde Asset Management
Michigan
$480K +$12.7K +553 +3%