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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
PAG
151
Paladin Advisory Group
Iowa
$6.88M +$50.5K +2,254 +0.7%
SC
152
Scotia Capital
Ontario, Canada
$6.85M +$229K +10,218 +3%
SIA
153
Strategic Investment Advisors
Michigan
$6.82M +$632K +28,201 +10%
MWM
154
Meridian Wealth Management
Kentucky
$6.82M +$6.77M +302,009 New
Allspring Global Investments
155
Allspring Global Investments
North Carolina
$6.76M -$105M -4,670,083 -94%
AAG
156
Armstrong Advisory Group
Massachusetts
$6.7M -$26.4M -1,176,660 -80%
GP
157
Greenline Partners
New York
$6.66M +$2.59M +115,315 +63%
Barclays
158
Barclays
United Kingdom
$6.43M
IA
159
IFG Advisory
Georgia
$6.41M +$2.38M +106,367 +60%
DWM
160
Drive Wealth Management
Utah
$5.74M +$470K +20,959 +9%
BBWP
161
Beacon Bridge Wealth Partners
Pennsylvania
$5.63M -$2.19M -97,733 -28%
MG
162
Mather Group
Illinois
$5.61M +$414K +18,472 +8%
SA
163
Stewardship Advisors
Pennsylvania
$5.44M -$1.21M -53,760 -18%
Financial Engines Advisors
164
Financial Engines Advisors
California
$5.4M -$772K -34,412 -13%
CWM
165
Congress Wealth Management
Massachusetts
$5.17M +$220K +9,833 +4%
AHC
166
Anderson Hoagland & Co
Missouri
$5.14M -$275K -12,252 -5%
BOC
167
Bull Oak Capital
California
$5.1M -$3.23M -143,893 -39%
SF
168
Synovus Financial
Georgia
$5.1M +$201K +8,957 +4%
KIM
169
Kestra Investment Management
Texas
$5.07M +$5.04M +224,716 New
PPWP
170
Proquility Private Wealth Partners
Nevada
$5.06M +$87.6K +3,907 +2%
CLOS
171
Compagnie Lombard Odier SCmA
Switzerland
$5.05M -$974K -43,429 -16%
Comerica Bank
172
Comerica Bank
Texas
$5M -$275K -12,266 -5%
AF
173
Advisornet Financial
Minnesota
$4.97M +$441K +19,670 +10%
AAS
174
Avantax Advisory Services
Texas
$4.96M -$2.56K -114 -0.1%
Creative Planning
175
Creative Planning
Kansas
$4.93M -$1.56M -69,411 -24%