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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
AWC
151
Abundance Wealth Counselors
Pennsylvania
$5.54M -$5.21M -197,284 -49%
CFAM
152
Center For Asset Management
Florida
$5.51M +$694K +26,296 +15%
UIA
153
UBP Investment Advisors
Switzerland
$5.47M -$57.3K -2,173 -1%
ASN
154
Advisory Services Network
Georgia
$5.45M +$572K +21,665 +12%
I
155
INVST
Indiana
$5.42M +$875K +33,155 +20%
TF
156
Trek Financial
Arizona
$5.32M +$920K +34,869 +21%
TCMP
157
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.32M +$1.5M +56,890 +40%
FWP
158
Firethorn Wealth Partners
Georgia
$5.31M +$469K +17,770 +10%
CF
159
Centaurus Financial
California
$5.11M +$762K +28,863 +18%
AF
160
Advisornet Financial
Minnesota
$5.1M +$450K +17,066 +10%
SL
161
SWMG LLC
Texas
$5.04M -$245K -9,291 -5%
MIAN
162
Mariner Independent Advisor Network
Kansas
$4.98M +$542K +20,532 +12%
SPC
163
Sigma Planning Corp
Michigan
$4.9M -$281K -10,642 -5%
FNWM
164
Financial Network Wealth Management
Utah
$4.84M +$215K +8,158 +5%
VC
165
Vicus Capital
Pennsylvania
$4.76M -$997K -37,764 -17%
CAM
166
Concorde Asset Management
Michigan
$4.53M +$38.3K +1,451 +0.9%
LWP
167
Lumature Wealth Partners
Georgia
$4.4M +$430K +16,278 +11%
AWE
168
Avidian Wealth Enterprises
Texas
$4.37M +$37.2K +1,409 +0.9%
FSG
169
Financial Strategies Group
Michigan
$4.34M +$501K +18,994 +13%
IUHSA
170
Itau Unibanco Holding S.A.
Brazil
$4.31M +$2.64M +99,876 +161%
MA
171
Mutual Advisors
Nebraska
$4.28M +$1.19M +44,975 +39%
OWA
172
Outlook Wealth Advisors
Texas
$4.26M +$252K +9,541 +6%
RSWM
173
Robertson Stephens Wealth Management
California
$4.12M +$1.67M +63,175 +69%
SFS
174
Sowell Financial Services
Arkansas
$4.01M -$1.4M -53,076 -26%
Renaissance Technologies
175
Renaissance Technologies
New York
$3.92M +$3.89M +147,500 New