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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 %
SWP
426
Strategic Wealth Partners
Ohio
$398K -$111K -4,769 -22%
SFG
427
Summit Financial Group
West Virginia
$398K
Lido Advisors
428
Lido Advisors
California
$393K -$403K -17,239 -51%
DAM
429
Delta Asset Management
Tennessee
$381K
PIA
430
Perennial Investment Advisors
California
$375K +$375K +16,045 New
TPW
431
Transatlantique Private Wealth
New York
$375K +$375K +16,036 New
LSAG
432
Lake Street Advisors Group
New Hampshire
$368K +$368K +15,719 New
SPWG
433
Syntegra Private Wealth Group
Missouri
$366K +$120K +5,147 +49%
FSA
434
Financial Sense Advisors
California
$359K
FA
435
FDx Advisors
Illinois
$357K
WAL
436
W Advisors LLC
Tennessee
$351K +$87.7K +3,749 +33%
PFG
437
Prosperity Financial Group
California
$346K +$346K +14,817 New
CWC
438
Carolinas Wealth Consulting
North Carolina
$346K +$1.29K +55 +0.4%
Betterment LLC
439
Betterment LLC
New York
$346K -$78.4K -3,355 -18%
TLFA
440
True Link Financial Advisors
California
$345K
WCP
441
Wick Capital Partners
Pennsylvania
$345K -$104K -4,432 -23%
BNP Paribas Financial Markets
442
BNP Paribas Financial Markets
France
$345K +$345K +14,753 New
MSFS
443
Main Street Financial Solutions
Pennsylvania
$344K -$25.2K -1,076 -7%
TC
444
Truvestments Capital
Florida
$344K -$94.3K -4,032 -21%
IC
445
IEQ Capital
California
$342K +$41.3K +1,767 +14%
AFP
446
Ausdal Financial Partners
Iowa
$338K +$54.3K +2,323 +19%
IIC
447
Integrated Investment Consultants
Michigan
$336K -$47.3K -2,025 -12%
SG Americas Securities
448
SG Americas Securities
New York
$333K -$373K -15,950 -53%
WFAG
449
Wescott Financial Advisory Group
Pennsylvania
$332K -$19.8K -845 -6%
ISWM
450
Independent Solutions Wealth Management
New York
$331K -$37.7K -1,614 -10%