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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
NL
101
NWAM LLC
Washington
$11.1M +$546K +20,679 +5%
SPIA
102
Steward Partners Investment Advisory
New York
$10.9M +$42.6K +1,613 +0.4%
APW
103
Austin Private Wealth
Texas
$10.9M +$289K +10,965 +3%
SWA
104
Stratos Wealth Advisors
Ohio
$10.9M +$3.57M +135,172 +50%
PWPCM
105
Perella Weinberg Partners Capital Management
New York
$10.8M +$2.51M +94,992 +31%
WF
106
Williams Financial
Vermont
$10.7M +$1.35M +51,178 +15%
RA
107
RFG Advisory
Alabama
$10.4M +$1.02M +38,720 +11%
DE
108
Day & Ennis
Georgia
$10.4M +$886K +33,565 +9%
MAFM
109
Mid Atlantic Financial Management
Pennsylvania
$10M +$2.61M +98,911 +36%
EH
110
Equitable Holdings
New York
$9.83M +$1.06M +40,337 +12%
FCT
111
Family Capital Trust
Massachusetts
$9.81M +$9.74M +368,949 New
CCFM
112
Clear Creek Financial Management
Washington
$9.63M +$8.05M +305,043 +535%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$9.56M +$2.24M +84,923 +31%
HIM
114
HawsGoodwin Investment Management
Tennessee
$9.37M -$2.32M -87,805 -20%
OWA
115
One Wealth Advisors
California
$9.37M +$3.07M +116,295 +49%
BHWM
116
Bay Harbor Wealth Management
Maryland
$9.13M +$1.08M +41,052 +14%
SPAS
117
Spectrum Planning & Advisory Services
California
$9.12M +$392K +14,860 +5%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$8.98M +$571K +21,619 +7%
CA
119
Cetera Advisors
Colorado
$8.77M +$347K +13,138 +4%
CC
120
Cadinha & Co
Hawaii
$8.62M -$207K -7,861 -2%
Canada Life
121
Canada Life
Manitoba, Canada
$8.56M -$128K -4,860 -1%
SCA
122
Snowden Capital Advisors
New York
$8.26M +$814K +30,838 +11%
1WM
123
1900 Wealth Management
Texas
$8.24M -$206K -7,821 -2%
CC
124
Copperleaf Capital
North Carolina
$8.05M +$30.8K +1,168 +0.4%
Citadel Advisors
125
Citadel Advisors
Florida
$7.81M +$5.84M +221,407 +307%