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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
CRA
76
Clear Rock Advisors
Texas
$21.1M +$367K +16,389 +2%
Stifel Financial
77
Stifel Financial
Missouri
$20.3M -$2.4M -107,087 -11%
EWA
78
ERTS Wealth Advisors
Michigan
$20.1M +$1.11M +49,320 +6%
HC
79
Hoese & Co
Minnesota
$20M +$2.27M +101,071 +13%
SFA
80
Source Financial Advisors
New York
$19.4M +$8.69M +387,513 +82%
DJSG
81
D.J. St. Germain
Massachusetts
$19.3M +$3.34M +149,079 +21%
PWM
82
Perigon Wealth Management
California
$18.6M -$235K -10,487 -1%
1CP
83
1607 Capital Partners
Virginia
$18.4M -$35.9K -1,600 -0.2%
FAIM
84
Financial Advocates Investment Management
Washington
$18.3M +$11.5M +511,425 +172%
KAS
85
Kestra Advisory Services
Texas
$17.8M +$2.11M +93,967 +14%
Brown Advisory
86
Brown Advisory
Maryland
$17.6M -$5.7M -254,307 -25%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$17.5M +$568K +25,311 +3%
CW
88
Cook Wealth
North Carolina
$17.5M -$465K -20,733 -3%
PAG
89
Private Advisor Group
New Jersey
$17.3M +$4.27M +190,641 +33%
Cerity Partners
90
Cerity Partners
New York
$16.7M -$9.1M -406,031 -35%
CA
91
Cambridge Associates
Massachusetts
$16.4M
SIA
92
SeaBridge Investment Advisors
New Jersey
$16.4M +$2.04M +91,182 +14%
AC
93
Annandale Capital
Texas
$16.3M +$571K +25,474 +4%
CIC
94
Cutler Investment Counsel
Oregon
$15.8M +$32.5K +1,448 +0.2%
AFS
95
Access Financial Services
Minnesota
$15.7M -$878K -39,154 -5%
SFA
96
Seneca Financial Advisors
New York
$15.5M +$6.29M +280,733 +69%
IWC
97
Integrated Wealth Concepts
Massachusetts
$15.4M +$170K +7,569 +1%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$14.3M +$2.1M +93,555 +17%
TC
99
Trilogy Capital
California
$13.7M -$8.53M -380,263 -39%
SSCM
100
Spectrum Strategic Capital Management
Oregon
$13.3M +$394K +17,561 +3%