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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
LWA
701
Lineweaver Wealth Advisors
Ohio
-$12M -526,356 Closed
PWP
702
PrairieView Wealth Partners
Illinois
-$11M -482,501 Closed
Allianz Asset Management
703
Allianz Asset Management
Germany
-$5.17M -226,900 Closed
SHF
704
Stage Harbor Financial
Massachusetts
-$4.82M -211,811 Closed
PFMU
705
Privium Fund Management (UK)
United Kingdom
-$4.74M -210,860 Closed
FTUS
706
Flow Traders U.S.
New York
-$2.77M -121,673 Closed
RW
707
Rede Wealth
Virginia
-$1.61M -70,880 Closed
JWM
708
JPL Wealth Management
Colorado
-$1.34M -58,763 Closed
OWA
709
One Wealth Advisors
California
-$1.22M -53,688 Closed
GM
710
GeoWealth Management
Illinois
-$1.2M -52,685 Closed
LNC
711
Lincoln National Corp
Pennsylvania
-$1.07M -47,142 Closed
SAW
712
Signal Advisors Wealth
Michigan
-$904K -39,691 Closed
Principal Financial Group
713
Principal Financial Group
Iowa
-$888K -38,988 Closed
MC
714
Middleton & Co
Massachusetts
-$725K -31,825 Closed
KFGK
715
Keystone Financial Group (Kentucky)
Kentucky
-$711K -31,209 Closed
CBFP
716
Cedar Brook Financial Partners
Ohio
-$655K -28,786 Closed
DFA
717
DHK Financial Advisors
New Hampshire
-$547K -24,027 Closed
MWM
718
Mission Wealth Management
California
-$393K -17,279 Closed
DA
719
Drake & Associates
Wisconsin
-$390K -17,118 Closed
SWP
720
Significant Wealth Partners
Illinois
-$374K -16,446 Closed
PWA
721
Prairie Wealth Advisors
Nebraska
-$372K -16,339 Closed
CBB
722
Citizens Business Bank
California
-$356K -15,643 Closed
DC
723
Davenport & Co
Virginia
-$351K -15,399 Closed
MCA
724
Magnolia Capital Advisors
Mississippi
-$314K -14,125 Closed
PA
725
Procyon Advisors
Connecticut
-$312K -13,683 Closed