We are live on ! Find out more
GOVT icon

iShares US Treasury Bond ETF

692 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 85 funds opening new positions, 295 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 237

20% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 71

0% more capital invested

Capital invested by funds: $23.4B → $23.5B (+$79M)

0% less funds holding

Funds holding: 693692 (-1)

0.41% less ownership

Funds ownership: 91.2%90.78% (-0.41%)

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

98% less call options, than puts

Call options by funds: $264K | Put options by funds: $14M

Holders
692
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.99%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.85%
New
85
Increased
295
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
601
PrairieView Partners
Minnesota
$42K
EWM
602
EPG Wealth Management
Georgia
$42K -$41.5K -1,852 Closed
RWMG
603
Redwood Wealth Management Group
New Jersey
$41.8K +$41.6K +1,854 New
AWM
604
AllSquare Wealth Management
New York
$41K +$40.7K +1,815 New
EWA
605
EverSource Wealth Advisors
Alabama
$38.7K +$16.7K +746 +80%
SA
606
Scarborough Advisors
Maryland
$35.1K -$10.1K -451 -23%
VWM
607
Venturi Wealth Management
Texas
$33.6K -$22.2K -990 -40%
WIA
608
Wetzel Investment Advisors
Indiana
$32.4K
CSWG
609
Cardinal Strategic Wealth Guidance
Kentucky
$32.1K +$31.9K +1,423 New
CCA
610
Criterion Capital Advisors
Tennessee
$31.7K +$31.5K +1,405 New
SIC
611
Salem Investment Counselors
North Carolina
$29K -$35.5K -1,585 -55%
WIM
612
Westside Investment Management
California
$28.8K +$28.6K +1,274 New
FDCDDQ
613
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K -$74K -3,300 -73%
Simplex Trading
614
Simplex Trading
Illinois
$28K -$49.2K -2,195 -63%
CWP
615
Concord Wealth Partners
Virginia
$27.9K -$14.1K -628 -34%
S
616
SignatureFD
Georgia
$26.4K
TAM
617
Tucker Asset Management
Colorado
$26K -$2.08K -93 -7%
NP
618
NorthRock Partners
Minnesota
$25.1K +$3.39K +151 +16%
CH
619
Canton Hathaway
Rhode Island
$25K
GEA
620
Glen Eagle Advisors
New Jersey
$24.5K -$33.7K -1,503 -58%
TFGT
621
TS Financial Group (TSFG)
Illinois
$24K +$20.2K +900 +625%
FWA
622
FSC Wealth Advisors
New York
$23.9K
IRC
623
Investors Research Corp
Georgia
$23.4K -$12K -535 -34%
SFA
624
Semmax Financial Advisors
North Carolina
$23.3K +$5.11K +228 +29%
TCM
625
Tradewinds Capital Management
Washington
$23.1K +$22.9K +1,022 New