GOVT icon

iShares US Treasury Bond ETF

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
526
MidWestOne Financial Group
Iowa
$208K +$208K +9,091 New
AFP
527
Ausdal Financial Partners
Iowa
$208K -$123K -5,372 -37%
IAA
528
Independent Advisor Alliance
North Carolina
$202K -$4.58K -200 -2%
AIM
529
Acropolis Investment Management
Missouri
$199K -$17.7K -775 -8%
Bank of Montreal
530
Bank of Montreal
Ontario, Canada
$197K +$70.5K +3,023 +56%
CIA
531
Cape Investment Advisory
Georgia
$194K -$12.2K -534 -6%
HFS
532
Hantz Financial Services
Michigan
$172K
TPCW
533
TD Private Client Wealth
New York
$171K +$4.79K +209 +3%
GM
534
GeoWealth Management
Illinois
$152K +$115K +5,054 +312%
BWL
535
Bogart Wealth LLC
Virginia
$149K +$6.34K +277 +4%
FFA
536
Founders Financial Alliance
North Carolina
$148K +$23.6K +1,031 +19%
KC
537
Kenfarb & Co
Kentucky
$144K
KFI
538
Key Financial Inc
Pennsylvania
$141K +$36.3K +1,584 +34%
AWM
539
Ameliora Wealth Management
Switzerland
$135K
AAM
540
Advisors Asset Management
Colorado
$134K -$1.86K -81 -1%
CF
541
Centaurus Financial
California
$131K -$294K -12,861 -69%
DRS
542
Deane Retirement Strategies
Louisiana
$129K +$1.86K +81 +1%
CWP
543
Concord Wealth Partners
Virginia
$128K +$76.1K +3,324 +148%
NFSG
544
Newbridge Financial Services Group
Florida
$114K +$275 +12 +0.2%
M
545
MOTCO
Texas
$112K +$112K +4,903 New
CTA
546
Colonial Trust Advisors
South Carolina
$108K
IF
547
Integrity Financial
Wyoming
$104K
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K -$206K -9,000 -66%
WWM
549
Wagner Wealth Management
South Carolina
$102K
NRG
550
Nemes Rush Group
Michigan
$97.2K +$97.2K +4,243 New