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iShares US Treasury Bond ETF

779 hedge funds and large institutions have $27.9B invested in iShares US Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 315 increasing their positions, 251 reducing their positions, and 52 closing their positions.

Holders
779
Holders Change
+65
Holders Change %
+9.1%
% of All Funds
10.37%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
0.88%
New
133
Increased
315
Reduced
251
Closed
52
Calls
$471K
Puts
$17.4M
Net Calls
-$16.9M
Net Calls Change
+$751K
Name Market Value Shares Shares
Change
Shares
Change %
JBA
76
Johnson Bixby & Associates
Washington
$23.5M 1,020,991 -4,382 -0.4%
FAIM
77
Financial Advocates Investment Management
Washington
$23.2M 1,009,236 +57,872 +6%
CPA
78
Capital Planning Advisors
California
$23.1M 1,006,363 -246,487 -20%
DW
79
Dodds Wealth
Colorado
$22.6M 1,006,500 +31,125 +3%
PAS
80
Park Avenue Securities
New York
$22.4M 973,981 -616,090 -39%
Stifel Financial
81
Stifel Financial
Missouri
$21.8M 949,780 +44,662 +5%
EWA
82
ERTS Wealth Advisors
Michigan
$21.6M 939,176 +28,366 +3%
B
83
Bailard
California
$21.4M 931,471 -195,580 -17%
Goldman Sachs
84
Goldman Sachs
New York
$21.1M 916,912 +121,242 +15%
DJSG
85
D.J. St. Germain
Massachusetts
$21M 915,242 -48,594 -5%
CIC
86
Cutler Investment Counsel
Oregon
$21M 912,493 +102,038 +13%
CA
87
Cambridge Associates
Massachusetts
$20.9M 908,045 +122,725 +16%
SC
88
Savant Capital
Illinois
$20.5M 891,825 +891,825 New
Financial Engines Advisors
89
Financial Engines Advisors
California
$19.5M 847,932 +584,547 +222%
PWM
90
Perigon Wealth Management
California
$19.2M 856,778 +43,599 +5%
LA
91
Lifeworks Advisors
Michigan
$18.9M 821,816 +84,302 +11%
AC
92
Annandale Capital
Texas
$18.9M 821,235 +72,520 +10%
KAS
93
Kestra Advisory Services
Texas
$18.6M 807,638 +15,035 +2%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$18.4M 802,632 -19,356 -2%
CW
95
Cook Wealth
North Carolina
$18.1M 804,779 +24,931 +3%
SFA
96
Seneca Financial Advisors
New York
$18M 785,079 +57,459 +8%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$17.5M 760,253 +144,270 +23%
AWMNH
98
Arcadia Wealth Management (New Hampshire)
New Hampshire
$17M 737,660 -27,515 -4%
Cerity Partners
99
Cerity Partners
New York
$16.9M 735,355 -59,055 -7%
SCM
100
SCS Capital Management
Massachusetts
$15.7M 683,855 +183,998 +37%