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iShares US Treasury Bond ETF

686 hedge funds and large institutions have $23.5B invested in iShares US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 292 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
9.98%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
0.83%
New
83
Increased
292
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
551
Custom Portfolio Group
Colorado
$139K
DRS
552
Deane Retirement Strategies
Louisiana
$131K -$1.67K -74 -1%
RIL
553
Rothschild Investment LLC
Illinois
$130K +$16.8K +743 +15%
LFG
554
Larson Financial Group
Missouri
$126K +$111K +4,910 +733%
APC
555
Aspire Private Capital
North Carolina
$123K +$7.13K +316 +6%
FFA
556
Founders Financial Alliance
North Carolina
$121K +$23 +1 +0%
CTC
557
Central Trust Company
Missouri
$114K +$293 +13 +0.3%
ANBT
558
American National Bank & Trust
Texas
$114K -$12.6K -560 -10%
CPG
559
Cornerstone Planning Group
New Jersey
$111K -$94.4K -4,042 -46%
IGWM
560
ICA Group Wealth Management
Colorado
$110K -$1.22M -53,853 -92%
Fifth Third Bancorp
561
Fifth Third Bancorp
Ohio
$109K -$599K -26,541 -85%
RFS
562
Richardson Financial Services
Massachusetts
$109K -$203 -9 -0.2%
BWL
563
Bogart Wealth LLC
Virginia
$105K -$1.47K -65 -1%
HGERS
564
Householder Group Estate & Retirement Specialist
Arizona
$102K -$11.5K -513 -10%
GWSA
565
Global Wealth Strategies & Associates
Colorado
$99.4K -$1.04M -45,965 -91%
KFS
566
Kelly Financial Services
Massachusetts
$97.2K -$248 -11 -0.3%
AWM
567
Avior Wealth Management
Nebraska
$94.2K +$75.5K +3,343 +402%
FGAM
568
Financial Gravity Asset Management
Texas
$92.4K -$340K -15,046 -79%
FPB
569
First PREMIER Bank
South Dakota
$91K
IBOK
570
Independence Bank of Kentucky
Kentucky
$87K +$87K +3,854 New
TCOV
571
Trust Company of Vermont
Vermont
$86.4K +$55.5K +2,459 +180%
CA
572
Crewe Advisors
Utah
$81K
PPC
573
Park Place Capital
Alabama
$78.5K -$224K -9,922 -74%
RFG
574
REAP Financial Group
Texas
$76.6K
ATC
575
Adirondack Trust Company
New York
$76.3K