GOVT icon

iShares US Treasury Bond ETF

574 hedge funds and large institutions have $17.2B invested in iShares US Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 203 increasing their positions, 243 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
9.71%
Holding in Top 10
80
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.56%
% of All Funds
1.35%
New
79
Increased
203
Reduced
243
Closed
73
Calls
$1.64M
Puts
$1.15M
Net Calls
+$493K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Shares
Change %
I
151
INVST
Indiana
$6.13M +$2.1M +87,293 +52%
PP
152
Prudential plc
United Kingdom
$5.99M +$4.97M +207,808 +483%
RIA
153
Regal Investment Advisors
Michigan
$5.9M +$17.9K +750 +0.3%
BFA
154
BMS Financial Advisors
South Dakota
$5.89M -$865K -32,428 -13%
CFAM
155
Center For Asset Management
Florida
$5.86M +$266K +11,117 +5%
CWS
156
Cypress Wealth Services
California
$5.77M -$380K -15,897 -6%
SPAS
157
Spectrum Planning & Advisory Services
California
$5.76M -$536K -22,425 -9%
MIAN
158
Mariner Independent Advisor Network
Kansas
$5.6M -$1.91M -80,017 -25%
SFA
159
Source Financial Advisors
New York
$5.49M +$5.49M +229,788 New
CIBC World Market
160
CIBC World Market
Ontario, Canada
$5.49M -$173K -7,226 -3%
BWM
161
Boyd Wealth Management
California
$5.43M +$5.43M +227,314 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$5.3M +$1.42M +59,521 +37%
AWM
163
Alterna Wealth Management
Texas
$5.19M +$676K +28,294 +15%
SFS
164
Security Financial Services
Indiana
$5.18M -$465K -19,448 -8%
WP
165
WealthShield Partners
North Carolina
$5.18M +$13.7K +575 +0.3%
CAN
166
Cetera Advisor Networks
California
$5.17M +$80.7K +3,378 +2%
VHAM
167
Van Hulzen Asset Management
California
$4.83M -$1.68M -70,424 -26%
NL
168
NWAM LLC
Washington
$4.79M -$2.29M -95,126 -32%
FNWM
169
Financial Network Wealth Management
Utah
$4.79M +$176K +7,374 +4%
PF
170
Phoenix Financial
Israel
$4.77M +$4.77M +199,338 New
BOC
171
Bull Oak Capital
California
$4.76M +$251K +10,495 +6%
KWS
172
Keystone Wealth Services
California
$4.64M -$257K -10,735 -5%
PCMU
173
Paragon Capital Management (Utah)
Utah
$4.61M -$16.9K -707 -0.4%
AWC
174
Abundance Wealth Counselors
Pennsylvania
$4.6M -$305K -12,747 -6%
CWM
175
Congress Wealth Management
Massachusetts
$4.55M +$720K +30,123 +19%