We are live on ! Find out more
GOVT icon

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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$17.4M +$495K +18,766 +3%
LWA
77
Lineweaver Wealth Advisors
Ohio
$17.4M +$1.77M +67,091 +11%
AF
78
Allworth Financial
California
$15.8M +$15.6M +591,970 +117,688%
MBT
79
Montecito Bank & Trust
California
$15.6M -$92.6K -3,509 -0.6%
VFM
80
Vivid Financial Management
California
$15.6M +$2.78M +105,338 +22%
IWP
81
Icon Wealth Partners
Texas
$15.2M +$2.46M +93,172 +19%
SHIM
82
Stone House Investment Management
Pennsylvania
$14.9M +$5.13M +194,344 +53%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$14.7M +$6.45M +244,432 +79%
BRWA
84
B. Riley Wealth Advisors
Florida
$14.6M +$1.41M +53,312 +11%
SWM
85
Spire Wealth Management
Virginia
$14.4M +$1.21M +45,832 +9%
PAG
86
Private Advisor Group
New Jersey
$13.6M +$1.31M +49,615 +11%
RJA
87
Raymond James & Associates
Florida
$13.6M +$325K +12,314 +2%
SAMC
88
Spectrum Asset Management (California)
California
$13.5M +$4.19M +158,695 +45%
HighTower Advisors
89
HighTower Advisors
Illinois
$13.5M +$5.66M +214,603 +73%
Prudential Financial
90
Prudential Financial
New Jersey
$13M +$2.26M +85,757 +21%
PIN
91
Prudent Investors Network
California
$13M +$312K +11,805 +2%
OAP
92
One Advisory Partners
Kansas
$13M +$582K +22,056 +5%
SA
93
Stewardship Advisors
Pennsylvania
$12.5M -$9.19M -348,347 -43%
VHAM
94
Van Hulzen Asset Management
California
$12.5M -$860K -32,592 -6%
COF
95
Capital One Financial
Virginia
$12.4M +$948K +35,933 +8%
CCWA
96
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.2M +$629K +23,831 +5%
CWA
97
Clearview Wealth Advisors
Oregon
$12.2M +$542K +20,535 +5%
FIA
98
Foundations Investment Advisors
Arizona
$11.7M +$3.61M +136,746 +45%
CNBT
99
Cornerstone National Bank & Trust
Illinois
$11.7M +$672K +25,450 +6%
SMG
100
Spectrum Management Group
Indiana
$11.4M +$589K +22,303 +5%