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iShares US Treasury Bond ETF

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K
Name Market Value Shares Shares
Change
Shares
Change %
SAF
76
Smith Anglin Financial
Texas
$21.4M 932,446 +6,946 +0.8%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$20.6M 900,628 -110,101 -11%
AA
78
Acorns Advisers
California
$19.5M 851,422 +76,507 +10%
NA
79
NewEdge Advisors
Louisiana
$19.3M 843,192 +17,328 +2%
HGWM
80
Horst & Graben Wealth Management
Oregon
$19.1M 835,929 +47,517 +6%
Financial Engines Advisors
81
Financial Engines Advisors
California
$18.4M 804,011 -7,198 -0.9%
TC
82
Trilogy Capital
California
$17.9M 784,072 -7,049 -0.9%
SHJ
83
Sharkey, Howes & Javer
Colorado
$17.7M 772,438 +195,703 +34%
SA
84
Stewardship Advisors
Pennsylvania
$17.6M 768,544 +95,981 +14%
IMA
85
Investment Management Associates
Colorado
$17.5M 763,991
AFS
86
Access Financial Services
Minnesota
$17.4M 761,781 +15,488 +2%
SW
87
SteelPeak Wealth
California
$16.8M 731,997 +6,239 +0.9%
BTI
88
Blue Trust Inc
Georgia
$16.6M 708,341 +96,636 +16%
Prudential Financial
89
Prudential Financial
New Jersey
$16.4M 714,459 +28,963 +4%
PAG
90
Private Advisor Group
New Jersey
$15.9M 698,906 +292,436 +72%
FIA
91
Foundations Investment Advisors
Arizona
$15.9M 692,961 +372,670 +116%
OC
92
Oakworth Capital
Alabama
$15.8M 688,730 -2,395 -0.3%
CA
93
Cambridge Associates
Massachusetts
$15.7M 686,087 -214,550 -24%
WANY
94
Wealthspire Advisors (New York)
New York
$15.7M 684,396 -32,770 -5%
AI
95
Atria Investments
North Carolina
$15.5M 677,291 -3,395 -0.5%
GCM
96
Genus Capital Management
British Columbia, Canada
$15.4M 671,308 +671,308 New
HFA
97
High Falls Advisors
New York
$15.2M 664,999 -487 -0.1%
HighTower Advisors
98
HighTower Advisors
Illinois
$14.8M 644,437 +260,752 +68%
CIC
99
Cutler Investment Counsel
Oregon
$14.7M 640,601 +76,136 +13%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$14.5M 634,676 +71,159 +13%