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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 %
HAS
451
HBW Advisory Services
California
$403K -$29.9K -1,305 -7%
RhumbLine Advisers
452
RhumbLine Advisers
Massachusetts
$399K
FHA
453
Flagship Harbor Advisors
Massachusetts
$393K -$102K -4,471 -21%
SFG
454
Summit Financial Group
West Virginia
$390K
COCM
455
Charter Oak Capital Management
New Hampshire
$388K -$20.2K -882 -5%
NW
456
NewEdge Wealth
Pennsylvania
$388K +$388K +16,930 New
BAM
457
Belpointe Asset Management
Nevada
$382K -$2.16M -94,436 -85%
LWM
458
Laidlaw Wealth Management
New York
$376K +$376K +16,412 New
ACP
459
Aveo Capital Partners
Colorado
$375K -$185K -8,074 -33%
DAM
460
Delta Asset Management
Tennessee
$373K
LFAS
461
Level Four Advisory Services
Texas
$373K -$1.54M -67,164 -80%
PCA
462
Prosperity Capital Advisors
Ohio
$369K +$104K +4,533 +39%
SPWG
463
Syntegra Private Wealth Group
Missouri
$368K +$9.87K +431 +3%
KeyBank National Association
464
KeyBank National Association
Ohio
$352K -$149K -6,507 -30%
LSAG
465
Lake Street Advisors Group
New Hampshire
$349K -$10.9K -474 -3%
FSA
466
Financial Sense Advisors
California
$349K -$3.3K -144 -0.9%
RFA
467
Resurgent Financial Advisors
Georgia
$345K +$43.4K +1,893 +14%
MOS
468
MGO One Seven
Ohio
$344K -$8.63M -376,908 -96%
CWC
469
Carolinas Wealth Consulting
North Carolina
$342K +$2.54K +111 +0.7%
M&T Bank
470
M&T Bank
New York
$338K -$571K -24,946 -63%
TLFA
471
True Link Financial Advisors
California
$338K
BNP Paribas Financial Markets
472
BNP Paribas Financial Markets
France
$338K
MSFS
473
Main Street Financial Solutions
Pennsylvania
$337K -$343 -15 -0.1%
IIC
474
Integrated Investment Consultants
Michigan
$329K
WFAG
475
Wescott Financial Advisory Group
Pennsylvania
$328K +$1.99K +87 +0.6%