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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
FG
51
Foster Group
Iowa
$39.6M -$1.26M -56,413 -3%
HWM
52
Heirloom Wealth Management
Colorado
$38.7M +$4.64M +206,885 +14%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$37.8M -$2.41M -107,412 -6%
CPA
54
Capital Planning Advisors
California
$37.2M +$1.26M +56,191 +4%
B
55
Bailard
California
$37.2M +$2.22M +98,877 +6%
AWM
56
AE Wealth Management
Kansas
$34.8M +$7.55M +336,864 +28%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$34.7M +$14.6M +651,981 +74%
SA
58
Sanctuary Advisors
Indiana
$33.8M +$34.2M +1,524,173 New
Wells Fargo
59
Wells Fargo
California
$33.4M +$1.83M +81,663 +6%
PAS
60
Park Avenue Securities
New York
$32.5M +$10.1M +450,023 +45%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$31.9M +$4.62M +205,924 +17%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$31.4M -$514K -22,920 -2%
VP
63
Verum Partners
North Carolina
$31.2M +$8.38M +373,953 +37%
GRP
64
Global Retirement Partners
California
$30.5M +$1.82M +81,238 +6%
HighTower Advisors
65
HighTower Advisors
Illinois
$28.6M +$1.58M +70,470 +6%
US Bancorp
66
US Bancorp
Minnesota
$28.3M +$1.26M +56,126 +5%
MML Investors Services
67
MML Investors Services
Massachusetts
$27.4M -$6.7M -298,664 -20%
MCWS
68
McKinley Carter Wealth Services
West Virginia
$27.2M +$848K +37,803 +3%
HCA
69
Heck Capital Advisors
Wisconsin
$26.8M +$39.1K +1,746 +0.1%
JBA
70
Johnson Bixby & Associates
Washington
$25.4M +$793K +35,389 +3%
AA
71
Acorns Advisers
California
$25M +$1.44M +64,313 +6%
CA
72
Crane Advisory
California
$24.8M -$49.6M -2,212,842 -67%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$24.4M +$5.7M +254,255 +31%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$24.3M +$276K +12,309 +1%
PJSIMP
75
P.J. Schmidt Investment Management (PJS)
Wisconsin
$22.4M +$439K +19,572 +2%