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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
EI
476
Ellevest Inc
New York
$25K
FBT
477
First Bank & Trust
South Dakota
$24K
S
478
SignatureFD
Georgia
$24K
JHCP
479
Jackson Hole Capital Partners
Oklahoma
$22K
JCM
480
Jacobi Capital Management
Pennsylvania
$20K -$28.1K -1,064 -59%
EL
481
EMFO LLC
Florida
$19K +$18.8K +714 New
PSB
482
Piscataqua Savings Bank
New Hampshire
$18K
SSW
483
Smith Shellnut Wilson
Mississippi
$18K +$17.5K +662 New
CDIA
484
Capital Directions Investment Advisors
Georgia
$18K +$18.3K +695 New
TVAMP
485
Tennessee Valley Asset Management Partners
Tennessee
$16K -$12.3M -467,489 -43%
NFSG
486
Newbridge Financial Services Group
Florida
$16K -$11.2K -425 -42%
BAM
487
Barrett Asset Management
New York
$16K
PFSC
488
Peoples Financial Services Corp
Pennsylvania
$16K
PWA
489
Phoenix Wealth Advisors
North Carolina
$15K
CWP
490
Concord Wealth Partners
Virginia
$12K -$19.1K -724 -61%
CPFP
491
Clear Perspectives Financial Planning
Ohio
$11K -$34.3K -1,300 -76%
PP
492
Pacifica Partners
Canada
$11K +$739 +28 +7%
RDWM
493
Red Door Wealth Management
Tennessee
$11K +$11K +415 New
Lazard Asset Management
494
Lazard Asset Management
New York
$10K
TCWA
495
Ten Capital Wealth Advisors
Washington
$10K
HFA
496
Hoover Financial Advisors
Pennsylvania
$10K +$9.61K +364 New
GA
497
GoalVest Advisory
New York
$9K +$8.76K +332 New
AP
498
Atwood & Palmer
Missouri
$8K
TFGT
499
TS Financial Group (TSFG)
Illinois
$8K
MAM
500
Meeder Asset Management
Ohio
$7K -$2.67K -101 -27%