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iShares US Treasury Bond ETF

516 hedge funds and large institutions have $16.2B invested in iShares US Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 245 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 161

18% more capital invested

Capital invested by funds: $13.7B → $16.2B (+$2.44B)

13% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 40

7% more funds holding in top 10

Funds holding in top 10: 7176 (+5)

0% more funds holding

Funds holding: 516516 (0)

0.82% less ownership

Funds ownership: 95.37%94.55% (-0.82%)

Holders
516
Holders Change
Holders Change %
0%
% of All Funds
8.98%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.32%
New
45
Increased
245
Reduced
161
Closed
40
Calls
$2.7M
Puts
Net Calls
+$2.7M
Net Calls Change
+$613K
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
51
Cooper Financial Group
California
$30.2M +$794K +30,095 +3%
CW
52
CreativeOne Wealth
Kansas
$30.1M +$27.1M +1,026,394 +971%
US Bancorp
53
US Bancorp
Minnesota
$29.4M -$7.93M -300,483 -21%
LFA
54
Legacy Financial Advisors
Kentucky
$27.9M +$18.7M +709,342 +210%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$27.5M -$7.12M -269,684 -21%
IDA
56
Intelligence Driven Advisers
California
$27.1M +$2.09M +79,369 +8%
Stifel Financial
57
Stifel Financial
Missouri
$26.8M +$3.58M +135,671 +16%
HGWM
58
Horst & Graben Wealth Management
Oregon
$25.9M +$5M +189,436 +24%
KAS
59
Kestra Advisory Services
Texas
$25.4M +$1.96M +74,275 +8%
B
60
Bailard
California
$24M -$5.09M -192,897 -18%
DJSG
61
D.J. St. Germain
Massachusetts
$23.8M -$1.08M -40,956 -4%
TSA
62
Tri-Star Advisors
Texas
$23.2M +$1.8M +68,224 +8%
SHJ
63
Sharkey, Howes & Javer
Colorado
$22.7M +$3.46M +131,086 +18%
C1AG
64
Client 1st Advisory Group
Florida
$22.1M +$3.15M +119,277 +17%
FCA
65
FLC Capital Advisors
California
$21.2M +$784K +29,709 +4%
PFG
66
PAX Financial Group
Texas
$21.2M +$1.29M +48,925 +7%
SFA
67
Sequoia Financial Advisors
Ohio
$20.7M +$2.49M +94,288 +14%
CFGS
68
Concourse Financial Group Securities
Alabama
$20.3M +$3.5M +132,548 +21%
SFO
69
Stokes Family Office
Louisiana
$19.7M +$1.8M +68,054 +10%
JBA
70
Johnson Bixby & Associates
Washington
$19.4M -$865K -32,765 -4%
CS
71
Comerica Securities
Michigan
$19.4M +$1.33M +50,523 +7%
Temasek Holdings
72
Temasek Holdings
Singapore
$18.9M
CA
73
Cambridge Associates
Massachusetts
$18.7M -$7.95M -301,153 -30%
HPC
74
Hobart Private Capital
North Carolina
$18.6M -$323K -12,236 -2%
WP
75
WealthShield Partners
North Carolina
$18.5M +$5.77M +218,463 +46%