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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
VA
201
Valmark Advisers
Ohio
$2.53M +$73.7K +2,794 +3%
NFG
202
Next Financial Group
Texas
$2.5M -$1M -38,067 -29%
IA
203
IFP Advisors
Florida
$2.49M +$222K +8,396 +10%
HH
204
Hilltop Holdings
Texas
$2.38M +$343K +12,989 +17%
BTWM
205
Baker Tilly Wealth Management
Wisconsin
$2.23M +$677K +25,663 +44%
BWM
206
BerganKDV Wealth Management
Minnesota
$2.15M +$1.01M +38,390 +90%
DCM
207
Donaldson Capital Management
Indiana
$2.15M +$25.4K +963 +1%
PCG
208
Private Capital Group
Connecticut
$2.15M +$438K +16,588 +26%
WS
209
Wedbush Securities
California
$2.12M +$17K +645 +0.8%
IWS
210
Insight Wealth Strategies
California
$2.11M -$427K -16,199 -17%
LA
211
LexAurum Advisors
Kansas
$2.1M +$202K +7,652 +11%
BA
212
Bellwether Advisors
Nebraska
$2.05M -$57.7K -2,186 -3%
KA
213
Kovack Advisors
Florida
$2.03M -$142K -5,372 -7%
TPWA
214
TRUE Private Wealth Advisors
Oregon
$2.01M +$786K +29,796 +65%
MA
215
MUFG Americas
New York
$1.98M -$231K -8,742 -10%
SFG
216
Snider Financial Group
Washington
$1.97M +$1.94M +73,451 New
BSW
217
Buckingham Strategic Wealth
Missouri
$1.95M -$275K -10,407 -12%
MYIA
218
Mount Yale Investment Advisors
Colorado
$1.89M +$38.1K +1,442 +2%
D
219
Diversified
Delaware
$1.89M +$1.51M +57,369 +423%
EA
220
Emerald Advisors
Washington
$1.88M -$287K -10,872 -13%
Jane Street
221
Jane Street
New York
$1.81M +$1.48M +56,102 +468%
FMWA
222
Forvis Mazars Wealth Advisors
Missouri
$1.76M -$674K -25,537 -28%
IF
223
Intrua Financial
Texas
$1.74M +$98K +3,715 +6%
ACS
224
Archford Capital Strategies
Illinois
$1.64M -$434K -16,441 -21%
FHC
225
First Heartland Consultants
Missouri
$1.59M +$181K +6,874 +13%