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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
PWG
176
Portside Wealth Group
Utah
$4.85M -$78.2K -3,488 -2%
SWP
177
Stratos Wealth Partners
Ohio
$4.83M +$1.91M +85,298 +66%
CWM
178
Centric Wealth Management
Illinois
$4.8M +$4.72M +210,365 New
PCMU
179
Paragon Capital Management (Utah)
Utah
$4.58M +$86.5K +3,857 +2%
HWP
180
Highline Wealth Partners
California
$4.54M +$655K +29,208 +17%
ODIJL
181
One Day In July LLC
Vermont
$4.53M -$899K -40,097 -17%
SFS
182
Sowell Financial Services
Arkansas
$4.51M +$5.67K +253 +0.1%
KPWS
183
Kestra Private Wealth Services
Texas
$4.45M +$106K +4,733 +2%
PS
184
Principal Securities
Iowa
$4.43M -$1.77M -79,065 -29%
CICC
185
Capital Investment Counsel (Colorado)
Colorado
$4.33M -$161K -7,172 -4%
IFA
186
Interactive Financial Advisors
Illinois
$4.28M +$85.4K +3,808 +2%
MWM
187
Modern Wealth Management
Kansas
$4.15M +$2.01M +89,716 +95%
M&T Bank
188
M&T Bank
New York
$4.14M +$427K +19,042 +12%
ACM
189
Ashford Capital Management
Delaware
$4.13M +$4.1M +183,033 New
PWA
190
Phoenix Wealth Advisors
North Carolina
$4.11M +$1.96M +87,337 +92%
DAS
191
Diversify Advisory Services
Utah
$4.07M +$239K +10,645 +6%
UWPG
192
Ullmann Wealth Partners Group
Florida
$4.07M +$47.8K +2,131 +1%
PTC
193
Private Trust Company
Ohio
$3.96M +$168K +7,484 +4%
DAS
194
Dynamic Advisor Solutions
Arizona
$3.89M +$125K +5,592 +3%
KW
195
KWB Wealth
California
$3.74M -$284K -12,673 -7%
FTS
196
Fifth Third Securities
Ohio
$3.71M +$110K +4,888 +3%
WFC
197
Western Financial Corp
California
$3.63M +$28.1K +1,252 +0.8%
SHJ
198
Sharkey, Howes & Javer
Colorado
$3.63M +$1.17M +52,142 +48%
CL
199
Choreo LLC
Illinois
$3.59M +$1.88M +83,733 +109%
SFC
200
Strategic Financial Concepts
Texas
$3.55M +$14M +626,255 +298%