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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 %
MA
551
Montag & Associates
Georgia
$43.9K
BCWM
552
Bartlett & Co Wealth Management
Ohio
$43.3K -$106K -4,529 -71%
BC
553
Bartlett & Co
Ohio
$43K -$105K -4,529 -71%
EWM
554
EPG Wealth Management
Georgia
$39.9K +$37.2K +1,589 +1,358%
Commonwealth Equity Services
555
Commonwealth Equity Services
Massachusetts
$39.4K +$14.2K +606,174 +56%
PP
556
PrairieView Partners
Minnesota
$39K
GM
557
GeoWealth Management
Illinois
$37K +$37K +1,620 New
WPA
558
West Paces Advisors
Georgia
$35.1K -$1.71K -73 -5%
AFG
559
Albion Financial Group
Utah
$35.1K
FCA
560
Fortis Capital Advisors
Kansas
$34.3K -$1.01K -43 -3%
IRC
561
Investors Research Corp
Georgia
$33.9K +$678 +29 +2%
CH
562
Canton Hathaway
Rhode Island
$32K -$3K -128 -9%
FPFS
563
First Personal Financial Services
North Carolina
$31.6K +$31.6K +1,353 New
EWM
564
Endurance Wealth Management
Rhode Island
$30K
MWM
565
Mascoma Wealth Management
New Hampshire
$26.9K -$13.4K -573 -33%
SWM
566
Sugarloaf Wealth Management
Georgia
$23.4K
IWP
567
IAG Wealth Partners
Wisconsin
$23.1K +$23.1K +986 New
WTA
568
Washington Trust Advisors
Massachusetts
$22.6K
S
569
SignatureFD
Georgia
$21.9K
GEA
570
Glen Eagle Advisors
New Jersey
$20.4K +$935 +40 +5%
JHCP
571
Jackson Hole Capital Partners
Oklahoma
$19.3K
SSB
572
Sandy Spring Bank
Maryland
$18.4K +$7.32K +313 +66%
VCM
573
Versant Capital Management
Arizona
$18K +$18K +770 New
HNB
574
Huntington National Bank
Ohio
$17.8K -$3.29K
BFEC
575
Benjamin F. Edwards & Company
Missouri
$17K +$6.61K +284 +64%