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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 %
GFPC
476
Global Financial Private Client
Florida
$248K -$169K -7,210 -40%
AWA
477
Acorn Wealth Advisors
Michigan
$241K -$281 -12 -0.1%
SWP
478
Semus Wealth Partners
Florida
$238K +$238K +10,170 New
MAM
479
Milestone Asset Management
Pennsylvania
$234K -$35.4K -1,515 -13%
OC
480
Oppenheimer & Co
New York
$234K -$11.8K -505 -5%
ERIC
481
Eagle Rock Investment Company
Georgia
$234K
3LCM
482
3D/L Capital Management
Connecticut
$234K +$234K +9,997 New
BWM
483
Bulltick Wealth Management
Florida
$232K +$232K +9,934 New
PI
484
PFG Investments
New York
$230K +$230K +9,821 New
GWM
485
GDS Wealth Management
Texas
$229K +$5.28K +226 +2%
ZF
486
Zhang Financial
Michigan
$229K -$3.88K -166 -2%
NWM
487
Northwest Wealth Management
Iowa
$225K -$27.3K -1,168 -11%
BCG
488
Breakwater Capital Group
New Jersey
$224K +$11K +472 +5%
CFO
489
CVA Family Office
Colorado
$224K
IA
490
Insight Advisors
Pennsylvania
$223K +$223K +9,535 New
AIM
491
Acropolis Investment Management
Missouri
$222K -$56.8K -2,430 -20%
SAM
492
Strategy Asset Managers
California
$220K +$468 +20 +0.2%
CAS
493
Coppell Advisory Solutions
Texas
$219K -$1.15M -49,279 -84%
CASC
494
Coppell Advisory Solutions Corp
Texas
$219K -$1.15M -49,279 -84%
MA
495
MKT Advisors
California
$218K +$218K +9,240 New
FPAS
496
Focus Partners Advisor Solutions
Missouri
$218K +$218K +9,318 New
PFA
497
Pinnacle Family Advisors
Missouri
$214K -$288K -12,319 -57%
HCA
498
Harbour Capital Advisors
Virginia
$214K
SMDAM
499
Sumitomo Mitsui DS Asset Management
Japan
$212K +$212K +9,078 New
WQ
500
Wealth Quarterback
New Jersey
$211K -$16.4K -700 -7%