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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
OL
126
Optas LLC
Texas
$9.18M +$280K +12,478 +3%
NA
127
NewEdge Advisors
Louisiana
$9.13M +$1.77M +79,091 +24%
CCFM
128
Clear Creek Financial Management
Washington
$8.99M +$486K +21,693 +6%
Goldman Sachs
129
Goldman Sachs
New York
$8.97M -$356K -15,893 -4%
SFG
130
Snider Financial Group
Washington
$8.92M +$6.77M +301,838 +323%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$8.87M -$808K -36,053 -8%
AHSSHC
132
Adventist Health System Sunbelt Healthcare Corp
Florida
$8.72M +$130K +5,798 +2%
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.69M -$229K -10,233 -3%
HH
134
Hilltop Holdings
Texas
$8.45M +$286K +12,735 +4%
FFA
135
Farther Finance Advisors
California
$8.36M +$313K +13,948 +4%
SA
136
Skyline Advisors
Washington
$7.96M +$324K +14,429 +4%
CNBT
137
Cornerstone National Bank & Trust
Illinois
$7.88M +$485K +21,646 +7%
CPW
138
Crestmont Private Wealth
Texas
$7.65M +$4.64M +206,977 +157%
SCM
139
SCS Capital Management
Massachusetts
$7.63M -$1.27M -56,477 -14%
JSL
140
JT Stratford LLC
Georgia
$7.6M +$332K +14,791 +5%
PF
141
Phoenix Financial
Israel
$7.53M +$573K +25,569 +8%
AI
142
Atria Investments
North Carolina
$7.5M -$384K -17,106 -5%
CFAM
143
Center For Asset Management
Florida
$7.47M +$971K +43,295 +15%
FIA
144
Foundations Investment Advisors
Arizona
$7.3M +$513K +22,879 +8%
VFPW
145
Vantage Financial Partners (Wisconsin)
Wisconsin
$7.26M +$30.8K +1,375 +0.4%
4WM
146
4J Wealth Management
Virginia
$7.16M +$442K +19,715 +7%
WW
147
Westshore Wealth
California
$7.12M +$475K +21,178 +7%
AWS
148
Atria Wealth Solutions
New York
$7.09M +$2.89M +128,672 +69%
Mariner
149
Mariner
Kansas
$7.06M +$444K +19,786 +7%
MAM
150
MMA Asset Management
Pennsylvania
$6.96M +$280K +12,498 +4%