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
1CP
26
1607 Capital Partners
Virginia
$79.1M +$23.8M +902,550 +44%
WANY
27
Wealthspire Advisors (New York)
New York
$70.9M -$9.61M -364,340 -12%
Wells Fargo
28
Wells Fargo
California
$69.1M -$1.25M -47,239 -2%
3AM
29
3EDGE Asset Management
Florida
$64M -$801K -30,342 -1%
WP
30
WealthSource Partners
California
$61.3M +$4.15M +157,394 +7%
Deutsche Bank
31
Deutsche Bank
Germany
$58M +$197K +7,448 +0.3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$54.3M +$1.32M +50,118 +3%
RVPG
33
Relative Value Partners Group
$51.6M +$19.6M +742,712 +62%
Goldman Sachs
34
Goldman Sachs
New York
$51.1M -$3.19K -121 -0%
BCM
35
Brookstone Capital Management
Illinois
$46.2M +$3.4M +128,840 +8%
KFS
36
Kelly Financial Services
Massachusetts
$42M +$28.4M +1,076,864 +2,615%
AWM
37
AE Wealth Management
Kansas
$41.3M +$7.91M +299,817 +24%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$41.3M -$593K -22,479 -1%
Barclays
39
Barclays
United Kingdom
$41M +$40.7M +1,541,004 New
EWA
40
ERTS Wealth Advisors
Michigan
$40M +$17.6M +667,177 +80%
CAN
41
Cetera Advisor Networks
California
$38.8M -$6.17M -233,747 -14%
MPW
42
MA Private Wealth
California
$38.6M -$825K -31,249 -2%
PA
43
Parallel Advisors
California
$34.9M -$8.53M -323,070 -20%
NA
44
NewEdge Advisors
Louisiana
$34.9M +$881K +33,372 +3%
CIAS
45
Capital Investment Advisory Services
North Carolina
$34.3M +$4.97M +188,226 +17%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$31.5M -$1.02M -38,750 -3%
SW
47
SteelPeak Wealth
California
$30.6M +$1.31M +49,488 +4%
AI
48
Atria Investments
North Carolina
$30.5M +$4.29M +162,456 +16%
HFA
49
High Falls Advisors
New York
$30.3M +$8.67M +328,532 +40%
GWM
50
Geneos Wealth Management
Colorado
$30.2M +$248K +9,399 +0.8%