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
SXL
176
Summit X LLC
Missouri
$3.82M +$40.4K +1,532 +1%
VWM
177
Venturi Wealth Management
Texas
$3.82M +$197K +7,471 +5%
BAM
178
Belpointe Asset Management
Nevada
$3.81M +$299K +11,313 +9%
PPP
179
Private Portfolio Partners
New Jersey
$3.8M +$165K +6,245 +5%
T
180
TRUADVICE
Florida
$3.73M -$926K -35,078 -20%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$3.61M +$214K +8,121 +6%
Citigroup
182
Citigroup
New York
$3.52M -$4.4M -166,805 -56%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$3.48M +$644K +24,399 +23%
HWMA
184
Heritage Wealth Management (Arizona)
Arizona
$3.26M -$843K -31,933 -21%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$3.25M -$362K -13,733 -10%
TCA
186
Transcend Capital Advisors
New Jersey
$3.12M +$276K +10,465 +10%
CFD
187
Creative Financial Designs
Indiana
$3.11M +$736K +27,908 +31%
FHA
188
First Horizon Advisors
Tennessee
$3.07M +$616K +23,338 +25%
BS
189
Banco Santander
Spain
$3.02M
FPF
190
First Pacific Financial
Washington
$3M +$126K +4,773 +4%
PFA
191
Pettinga Financial Advisors
Indiana
$2.89M -$607 -23 -0%
DAM
192
Derbend Asset Management
Georgia
$2.86M +$2.84M +107,677 New
AA
193
Acorns Advisers
California
$2.81M +$2.78M +105,439 New
RF
194
RHS Financial
California
$2.8M +$2.77M +105,097 New
TFA
195
Teamwork Financial Advisors
Texas
$2.73M +$808K +30,614 +42%
WIA
196
World Investment Advisors
California
$2.68M +$79.9K +3,029 +3%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$2.64M +$2.62M +99,400 New
CAS
198
Cascadia Advisory Services
Oregon
$2.6M +$55.3K +2,096 +2%
SP
199
Successful Portfolios
Florida
$2.57M +$373K +14,143 +17%
WA
200
Wealth Alliance
New York
$2.55M +$1.42M +53,831 +128%