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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$13M +$6.76M +301,669 +109%
BIP
102
Blueprint Investment Partners
North Carolina
$13M -$6.71M -299,099 -34%
WANY
103
Wealthspire Advisors (New York)
New York
$13M -$225K -10,016 -2%
SMFG
104
Sumitomo Mitsui Financial Group
Japan
$12.8M +$1.48M +66,044 +13%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$12.8M -$2.7M -120,617 -18%
BWP
106
Bernardo Wealth Planning
Pennsylvania
$12.5M +$2.01M +89,576 +19%
LA
107
Lifeworks Advisors
Michigan
$12.5M +$678K +30,254 +6%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$12.3M -$365K -16,283 -3%
EH
109
Equitable Holdings
New York
$11.9M +$978K +43,613 +9%
SCM
110
Seascape Capital Management
New Hampshire
$11.9M -$144K -6,432 -1%
OAM
111
Occidental Asset Management
California
$11.9M +$603K +26,886 +5%
TDWM
112
Topel & Distasi Wealth Management
California
$11.6M +$73.5K +3,276 +0.6%
RIA
113
Regal Investment Advisors
Michigan
$11.5M +$401K +17,898 +4%
GWM
114
Gibbs Wealth Management
Georgia
$11.4M +$1.5M +66,754 +15%
NEI
115
Northwest & Ethical Investments
Ontario, Canada
$11M +$942K +42,000 +9%
KFI
116
Key Financial Inc
Pennsylvania
$10.9M +$989K +44,087 +10%
SB
117
Strategic Blueprint
Georgia
$10.4M +$1.2M +53,698 +13%
MBT
118
Montecito Bank & Trust
California
$10.4M -$1.32M -58,881 -11%
CPO
119
Cerity Partners OCIO
New York
$10.2M +$10.2M +453,143 New
KFAA
120
Klaas Financial Asset Advisors
Illinois
$10.1M +$714K +31,849 +8%
SPIA
121
Steward Partners Investment Advisory
New York
$10.1M -$3.31M -147,470 -25%
ACM
122
Anfield Capital Management
California
$10M +$3.75M +167,422 +60%
ACM
123
Avalon Capital Management
California
$9.98M +$7.66M +341,777 +341%
GWM
124
Geneos Wealth Management
Colorado
$9.79M -$49.9K -2,226 -0.5%
RJA
125
Raymond James & Associates
Florida
$9.28M -$377K -16,817 -4%