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iShares US Treasury Bond ETF

686 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 83 funds opening new positions, 292 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
9.98%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
0.83%
New
83
Increased
292
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
201
Sterling Financial Planning
New Jersey
$3.35M -$119K -5,279 -3%
STA
202
Smith Thornton Advisors
Alabama
$3.33M +$3.33M +147,372 New
FPF
203
First Pacific Financial
Washington
$3.3M +$287K +12,723 +10%
CCG
204
Catalina Capital Group
California
$3.26M +$340K +15,063 +12%
DWM
205
Diversify Wealth Management
Utah
$3.26M +$3.26M +139,564 New
Pictet Asset Management
206
Pictet Asset Management
Switzerland
$3.25M +$3.25M +144,159 New
SW
207
SteelPeak Wealth
California
$3.22M +$9.95K +441 +0.3%
CFA
208
Cahill Financial Advisors
Minnesota
$3.22M -$960K -42,541 -23%
PA
209
Parallel Advisors
California
$3.19M +$376K +16,657 +13%
FAG
210
Fortitude Advisory Group
Washington
$3.15M
CIBC World Market
211
CIBC World Market
Ontario, Canada
$3.14M -$1.35M -59,635 -30%
BCI
212
Brinker Capital Investments
Pennsylvania
$3.12M +$1.79M +79,408 +135%
OPS
213
Orion Portfolio Solutions
Nebraska
$3.12M +$1.79M +79,408 +135%
SWA
214
Stratos Wealth Advisors
Ohio
$3.09M +$2.77M +122,651 +873%
EW
215
Element Wealth
Mississippi
$3.06M +$1.14M +50,424 +59%
DWT
216
Dorsey & Whitney Trust
South Dakota
$3.02M +$45.1K +2,000 +2%
FRA
217
FFG Retirement Advisors
Colorado
$2.98M +$738K +32,710 +33%
FNWM
218
Financial Network Wealth Management
Utah
$2.95M +$162K +7,166 +6%
AG
219
Ascent Group
Virginia
$2.8M +$155K +6,873 +6%
LA
220
LVW Advisors
New York
$2.8M +$35.8K +1,585 +1%
SCM
221
Sollinda Capital Management
Florida
$2.71M +$820K +36,328 +43%
GS
222
GTS Securities
New York
$2.68M +$2.68M +118,803 New
SL
223
SWMG LLC
Texas
$2.66M -$571K -25,301 -18%
MPW
224
MA Private Wealth
California
$2.62M +$1.54M +68,337 +144%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$2.61M +$319K +14,150 +14%