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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 %
KFI
526
Key Financial Inc
Pennsylvania
$107K +$37.6K +1,607 +54%
IF
527
Integrity Financial
Wyoming
$106K +$101K +4,312 +1,843%
WWM
528
Wagner Wealth Management
South Carolina
$105K
FA
529
Fortis Advisors
Pennsylvania
$99.6K +$43.7K +1,870 +78%
FPB
530
First PREMIER Bank
South Dakota
$95K
CSB
531
City State Bank
Iowa
$90K +$76K +3,250 +542%
QCG
532
Quadrant Capital Group
Ohio
$87K +$87K +3,719 New
TRCT
533
Tower Research Capital (TRC)
New York
$85K -$475K -20,314 -85%
BSWA
534
Bromfield Sneider Wealth Advisors
Massachusetts
$81.1K +$304 +13 +0.4%
BCV
535
Banque Cantonale Vaudoise
Switzerland
$80K
GI
536
Gradient Investments
Minnesota
$73K -$23.7K -1,013 -24%
GIA
537
Goodwin Investment Advisory
Georgia
$67.5K -$260K -11,130 -79%
SIC
538
Salem Investment Counselors
North Carolina
$66.4K +$36.7K +1,568 +123%
BHWM
539
Beaird Harris Wealth Management
Texas
$66.3K
Kayne Anderson Rudnick Investment Management
540
Kayne Anderson Rudnick Investment Management
California
$65.2K +$65.2K +2,793 New
CHA
541
Carmichael Hill & Associates
Maryland
$64K -$3.81K -163 -6%
ACA
542
Aptus Capital Advisors
Alabama
$61.6K -$15K -640 -20%
SS
543
Sunbelt Securities
Texas
$58.7K +$58.7K +2,521 New
FWP
544
FAS Wealth Partners
Kansas
$58K -$7.13K -305 -11%
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
$56.5K +$12.2K +523 +28%
IGWM
546
ICA Group Wealth Management
Colorado
$54.3K -$194K -8,298 -78%
CWP
547
Concord Wealth Partners
Virginia
$52.7K -$77.7K -3,324 -60%
BAAM
548
Baker Avenue Asset Management
California
$51.9K +$33.6K +1,439 +184%
SWG
549
Summit Wealth Group
Vermont
$49K +$47K +1,092,979 +2,302%
PB
550
Pinnacle Bancorp
Nebraska
$48.6K -$47.3K -2,021 -49%