We are live on ! Find out more
GOVT icon

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
LWM
126
Liberty Wealth Management
California
$7.76M +$1.1M +41,731 +17%
IWC
127
Integrated Wealth Concepts
Massachusetts
$7.71M +$468K +17,751 +7%
BWP
128
Bernardo Wealth Planning
Pennsylvania
$7.71M -$1M -37,973 -12%
MCIA
129
Mountain Capital Investment Advisors
Colorado
$7.67M +$386K +14,632 +5%
AWM
130
Avondale Wealth Management
Texas
$7.54M -$40.5K -1,536 -0.5%
SIA
131
Strategic Investment Advisors
Michigan
$7.4M +$887K +33,598 +14%
HW
132
Hedeker Wealth
Illinois
$7.39M -$11.3M -426,978 -61%
MCWS
133
McKinley Carter Wealth Services
West Virginia
$7.34M -$45.8M -1,736,943 -86%
CCM
134
Crabel Capital Management
California
$7.31M +$7.25M +274,897 New
4WM
135
4J Wealth Management
Virginia
$7.08M +$364K +13,781 +5%
FPGK
136
Financial Partners Group (Kansas)
Kansas
$7.07M +$402K +15,244 +6%
BCA
137
Biltmore Capital Advisors
New Jersey
$6.98M +$1.03M +38,863 +17%
CWS
138
Cypress Wealth Services
California
$6.82M -$4.27M -161,850 -39%
SB
139
Strategic Blueprint
Georgia
$6.69M -$1.75M -66,422 -21%
PA
140
PFG Advisors
Arizona
$6.64M +$855K +32,387 +15%
AAS
141
Avantax Advisory Services
Texas
$6.52M +$1.29M +48,706 +25%
HI
142
Harbour Investments
Wisconsin
$6.47M +$151K +5,715 +2%
SWM
143
SigFig Wealth Management
California
$6.42M +$1.46M +55,314 +30%
TWM
144
Tradition Wealth Management
Minnesota
$6.22M +$696K +26,363 +13%
CPIG
145
Chicago Partners Investment Group
Illinois
$6.14M +$14.4K +544 +0.2%
CFG
146
Citizens Financial Group
Rhode Island
$6.07M -$915K -34,658 -13%
CT
147
Columbia Trust
Oregon
$6.04M -$174K -6,575 -3%
RIA
148
Regal Investment Advisors
Michigan
$5.88M +$4.42M +167,451 +312%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$5.72M +$468K +17,733 +9%
IMA
150
Investment Management Associates
Colorado
$5.66M