We are live on ! Find out more
GOVT icon

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
EW
451
Evoke Wealth
California
$56K
BC
452
Burleson & Co
California
$54K -$133K -5,023 -71%
MPWT
453
MassMutual Private Wealth & Trust
Connecticut
$54K +$14.1K +536 +36%
BC
454
Bartlett & Co
Ohio
$51K -$7.34K -278 -13%
BCWM
455
Bartlett & Co Wealth Management
Ohio
$50.6K -$7.34K -278 -13%
CHA
456
Carmichael Hill & Associates
Maryland
$50K +$739 +28 +2%
EVM
457
Eaton Vance Management
Massachusetts
$50K +$49.1K +1,862 New
AWM
458
Atticus Wealth Management
Florida
$47K -$24K -908 -34%
EIP
459
Ellis Investment Partners
Pennsylvania
$47K -$16.4K -620 -26%
SWM
460
Sugarloaf Wealth Management
Georgia
$44K +$18.2K +690 +72%
GI
461
Gradient Investments
Minnesota
$43K +$42.8K +1,623 New
PFBT
462
Parkside Financial Bank & Trust
Missouri
$42K
CH
463
Canton Hathaway
Rhode Island
$42K +$29.6K +1,120 +250%
BMD
464
Better Money Decisions
New Mexico
$41K +$106 +4 +0.3%
TRCT
465
Tower Research Capital (TRC)
New York
$40K -$211K -8,000 -84%
IRC
466
Investors Research Corp
Georgia
$40K
RFA
467
Reilly Financial Advisors
California
$39K
GAM
468
Gemmer Asset Management
California
$33K
JGIA
469
Jackson Grant Investment Advisers
Connecticut
$32K +$79 +3 +0.2%
BW
470
Bison Wealth
Georgia
$30K
BWL
471
Bogart Wealth LLC
Virginia
$29K
LWA
472
Lenox Wealth Advisors
New York
$28K -$4.04K -153 -13%
SIC
473
Salem Investment Counselors
North Carolina
$27K -$238 -9 -0.9%
CHC
474
City Holding Co
West Virginia
$27K +$26.9K +1,021 New
YAL
475
Your Advocates Ltd
Texas
$26K +$17.1K +647 +186%