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iShares US Treasury Bond ETF

501 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 205 increasing their positions, 135 reducing their positions, and 46 closing their positions.

Holders
501
Holders Change
+61
Holders Change %
+13.86%
% of All Funds
8.89%
Holding in Top 10
82
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.49%
% of All Funds
1.45%
New
114
Increased
205
Reduced
135
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$14.7M +$966K +35,475 +7%
SFA
77
Sequoia Financial Advisors
Ohio
$14.4M +$2.84M +104,274 +24%
HPC
78
Hobart Private Capital
North Carolina
$14.3M +$653K +23,987 +5%
WP
79
WealthShield Partners
North Carolina
$14.2M +$8.82M +323,854 +164%
CFGS
80
Concourse Financial Group Securities
Alabama
$14M +$161K +5,916 +1%
LWA
81
Lineweaver Wealth Advisors
Ohio
$13M +$157K +5,772 +1%
CC
82
Copperleaf Capital
North Carolina
$13M +$2.02M +74,214 +18%
EWA
83
ERTS Wealth Advisors
Michigan
$12.9M -$1.14M -41,679 -8%
HGWM
84
Horst & Graben Wealth Management
Oregon
$12.6M +$1.24M +45,419 +11%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$12.5M +$10.9M +400,510 +666%
PIN
86
Prudent Investors Network
California
$12.5M -$6.84M -251,054 -35%
BFC
87
Bedel Financial Consulting
Indiana
$12.4M +$191K +7,027 +2%
VFM
88
Vivid Financial Management
California
$12.1M -$943K -34,613 -7%
SHJ
89
Sharkey, Howes & Javer
Colorado
$11.7M -$2.93M -107,454 -20%
WF
90
Williams Financial
Vermont
$11.6M +$11.6M +424,636 New
CCFM
91
Clear Creek Financial Management
Washington
$11.3M +$11.3M +416,253 New
PAG
92
Private Advisor Group
New Jersey
$11.1M +$884K +32,455 +9%
SPIA
93
Steward Partners Investment Advisory
New York
$10.3M -$77.8K -2,855 -0.8%
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M +$1.52M +55,873 +18%
PWPCM
95
Perella Weinberg Partners Capital Management
New York
$10.1M +$3.09M +113,375 +44%
SAMC
96
Spectrum Asset Management (California)
California
$10.1M +$264K +9,675 +3%
SHIM
97
Stone House Investment Management
Pennsylvania
$9.96M -$7.89M -289,816 -44%
AWC
98
Abundance Wealth Counselors
Pennsylvania
$9.96M +$3.77M +138,306 +61%
CWS
99
Cypress Wealth Services
California
$9.84M +$9.84M +361,234 New
VC
100
Vicus Capital
Pennsylvania
$9.83M -$36.6K -1,342 -0.4%