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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
EWM
501
Edge Wealth Management
New York
$7K
EW
502
Element Wealth
Mississippi
$5K
SWA
503
SOA Wealth Advisors
New York
$5K +$132 +5 +3%
PGWM
504
Parisi Gray Wealth Management
New Jersey
$5K +$4.96K +188 New
BFEC
505
Benjamin F. Edwards & Company
Missouri
$4K -$17.9K -678 -83%
TAM
506
Townsend Asset Management
North Carolina
$4K
RG
507
Retirement Group
California
$4K +$1.69K +64 +84%
Northern Trust
508
Northern Trust
Illinois
$3K -$874K -33,110 -72%
BFC
509
Bedel Financial Consulting
Indiana
$3K -$39K -1,478 -93%
RIM
510
Rockbridge Investment Management
New York
$3K
AIC
511
Archer Investment Corporation
Indiana
$1.2K
AIM
512
Anchor Investment Management
South Carolina
$1.09K
PMFA
513
Plante Moran Financial Advisors
Michigan
$1K -$7.76K -294 -93%
BWP
514
Baldwin Wealth Partners
Massachusetts
$1K
VNA
515
Valley National Advisers
Pennsylvania
$1K
CAGAS
516
Capital Advisory Group Advisory Services
Minnesota
$1K +$633 +24 +800%
MA
517
MBA Advisors
Pennsylvania
$517 -$1.01M -38,084 -66%
WIM
518
Westside Investment Management
California
$10
MCM
519
Model Capital Management
Massachusetts
-$97.2M -3,711,926 Closed
QFA
520
Quattro Financial Advisors
Texas
-$9.72M -368,780 Closed
LI
521
LVZ Inc
Michigan
-$699K -26,695 Closed
SPI
522
Santori & Peters Inc
Pennsylvania
-$449K -17,176 Closed
VWA
523
Visionary Wealth Advisors
Illinois
-$408K -15,574 Closed
Mariner
524
Mariner
Kansas
-$367K -14,022 Closed
SIA
525
Soltis Investment Advisors
Utah
-$352K -13,433 Closed