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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.

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 Market Value Shares Shares
Change
Shares
Change %
FG
51
Foster Group
Iowa
$39.6M 1,756,547 -56,413 -3%
HWM
52
Heirloom Wealth Management
Colorado
$38.7M 1,713,165 +206,885 +14%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$37.8M 1,674,317 -107,412 -6%
CPA
54
Capital Planning Advisors
California
$37.2M 1,649,324 +56,191 +4%
B
55
Bailard
California
$37.2M 1,646,756 +98,877 +6%
AWM
56
AE Wealth Management
Kansas
$34.8M 1,543,447 +336,864 +28%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$34.7M 1,535,834 +651,981 +74%
SA
58
Sanctuary Advisors
Indiana
$33.8M 1,524,173 +1,524,173 New
Wells Fargo
59
Wells Fargo
California
$33.4M 1,477,967 +81,663 +6%
PAS
60
Park Avenue Securities
New York
$32.5M 1,441,188 +450,023 +45%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$31.9M 1,415,078 +205,924 +17%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$31.4M 1,384,102 -22,920 -2%
VP
63
Verum Partners
North Carolina
$31.2M 1,381,578 +373,953 +37%
GRP
64
Global Retirement Partners
California
$30.5M 1,350,482 +81,238 +6%
HighTower Advisors
65
HighTower Advisors
Illinois
$28.6M 1,267,972 +70,470 +6%
US Bancorp
66
US Bancorp
Minnesota
$28.3M 1,253,531 +56,126 +5%
MML Investors Services
67
MML Investors Services
Massachusetts
$27.4M 1,215,526 -298,664 -20%
MCWS
68
McKinley Carter Wealth Services
West Virginia
$27.2M 1,202,972 +37,803 +3%
HCA
69
Heck Capital Advisors
Wisconsin
$26.8M 1,186,216 +1,746 +0.1%
JBA
70
Johnson Bixby & Associates
Washington
$25.4M 1,124,237 +35,389 +3%
AA
71
Acorns Advisers
California
$25M 1,108,346 +64,313 +6%
CA
72
Crane Advisory
California
$24.8M 1,093,695 -2,212,842 -67%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$24.4M 1,081,455 +254,255 +31%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$24.3M 1,078,822 +12,309 +1%
PJSIMP
75
P.J. Schmidt Investment Management (PJS)
Wisconsin
$22.4M 991,613 +19,572 +2%