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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
PI
201
PFG Investments
New York
$3.37M +$135K +6,036 +4%
CIAS
202
CFS Investment Advisory Services
New Jersey
$3.36M -$1.17M -52,029 -26%
SFP
203
Sterling Financial Planning
New Jersey
$3.35M -$118K -5,279 -3%
STA
204
Smith Thornton Advisors
Alabama
$3.33M +$3.3M +147,372 New
FPF
205
First Pacific Financial
Washington
$3.3M +$285K +12,723 +10%
CCG
206
Catalina Capital Group
California
$3.26M +$338K +15,063 +12%
DWM
207
Diversify Wealth Management
Utah
$3.26M +$3.13M +139,564 New
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$3.25M +$3.23M +144,159 New
SW
209
SteelPeak Wealth
California
$3.22M +$9.89K +441 +0.3%
CFA
210
Cahill Financial Advisors
Minnesota
$3.22M -$954K -42,541 -23%
PA
211
Parallel Advisors
California
$3.19M +$373K +16,657 +13%
FAG
212
Fortitude Advisory Group
Washington
$3.15M
CIBC World Market
213
CIBC World Market
Ontario, Canada
$3.14M -$1.34M -59,635 -30%
BCI
214
Brinker Capital Investments
Pennsylvania
$3.12M +$1.78M +79,408 +135%
OPS
215
Orion Portfolio Solutions
Nebraska
$3.12M +$1.78M +79,408 +135%
SWA
216
Stratos Wealth Advisors
Ohio
$3.09M +$2.75M +122,651 +873%
EW
217
Element Wealth
Mississippi
$3.06M +$1.13M +50,424 +59%
DWT
218
Dorsey & Whitney Trust
South Dakota
$3.02M +$44.8K +2,000 +2%
FRA
219
FFG Retirement Advisors
Colorado
$2.98M +$733K +32,710 +33%
FNWM
220
Financial Network Wealth Management
Utah
$2.95M +$161K +7,166 +6%
AG
221
Ascent Group
Virginia
$2.8M +$154K +6,873 +6%
LA
222
LVW Advisors
New York
$2.8M +$35.5K +1,585 +1%
SCM
223
Sollinda Capital Management
Florida
$2.71M +$815K +36,328 +43%
GS
224
GTS Securities
New York
$2.68M +$2.66M +118,803 New
SL
225
SWMG LLC
Texas
$2.66M -$567K -25,301 -18%