GOVT icon

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 %
CIA
501
Cape Investment Advisory
Georgia
$211K +$211K +9,010 New
IAA
502
Independent Advisor Alliance
North Carolina
$211K -$25.5K -1,092 -11%
FT
503
Fiduciary Trust
Massachusetts
$210K -$490K -20,947 -70%
UWPG
504
Ullmann Wealth Partners Group
Florida
$206K +$206K +8,800 New
MWM
505
Meridian Wealth Management
Kentucky
$205K -$22.4K -957 -10%
CCM
506
Ciovacco Capital Management
Georgia
$200K -$15.5K -665 -7%
CFB
507
Cullen/Frost Bankers
Texas
$186K +$96.1K +4,109 +107%
HFS
508
Hantz Financial Services
Michigan
$175K +$151K +6,478 +635%
SAS
509
Stelac Advisory Services
New York
$174K
TPCW
510
TD Private Client Wealth
New York
$170K -$20.3K -870 -11%
KC
511
Kenfarb & Co
Kentucky
$147K
SCA
512
Stonebridge Capital Advisors
Minnesota
$146K +$141K +6,021 +2,951%
BWL
513
Bogart Wealth LLC
Virginia
$145K +$94K +4,019 +184%
VC
514
Vestor Capital
Illinois
$141K +$98.6K +4,203 +232%
AAM
515
Advisors Asset Management
Colorado
$139K +$7.9K +338 +6%
AWM
516
Ameliora Wealth Management
Switzerland
$138K -$4.5M -192,423 -97%
DRS
517
Deane Retirement Strategies
Louisiana
$129K -$180K -7,707 -58%
HGERS
518
Householder Group Estate & Retirement Specialist
Arizona
$129K +$129K +5,506 New
AIM
519
Anchor Investment Management
South Carolina
$128K +$128K +5,480 New
FFA
520
Founders Financial Alliance
North Carolina
$127K -$631 -27 -0.5%
Bank of Montreal
521
Bank of Montreal
Ontario, Canada
$126K -$131K -5,595 -51%
HIIFS
522
Harel Insurance Investments & Financial Services
Israel
$119K
NFSG
523
Newbridge Financial Services Group
Florida
$116K -$725 -31 -0.6%
SC
524
SouthState Corp
Florida
$111K -$332K -14,217 -75%
CTA
525
Colonial Trust Advisors
South Carolina
$110K