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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.32B 368,676,156 +5,703,760 +2%
LPL Financial
2
LPL Financial
California
$2.35B 104,237,657 +6,443,351 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.3B 57,384,743 +7,203,276 +14%
Truist Financial
4
Truist Financial
North Carolina
$1.23B 54,345,025 -3,816,300 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.21B 53,778,752 -9,326,173 -15%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$767M 33,983,269 +8,539,297 +34%
AF
7
Allworth Financial
California
$638M 28,063,687 +1,129,783 +4%
Morgan Stanley
8
Morgan Stanley
New York
$448M 19,868,657 -884,733 -4%
AssetMark Inc
9
AssetMark Inc
California
$401M 17,779,645 +842,317 +5%
Charles Schwab
10
Charles Schwab
California
$289M 12,801,990 -689,654 -5%
BlackRock
11
BlackRock
New York
$283M 12,537,190 +292,296 +2%
FEG
12
Fund Evaluation Group
Ohio
$251M 11,116,463 +368,383 +3%
PC
13
Peavine Capital
Nevada
$217M 9,617,689 -230,934 -2%
MIM
14
Morningstar Investment Management
Illinois
$197M 8,717,729 +1,221,559 +16%
MA
15
Mutual Advisors
Nebraska
$196M 8,583,512 +349,922 +4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$187M 8,296,020 +956,547 +13%
PCIA
17
Prime Capital Investment Advisors
Kansas
$177M 7,861,520 -360,539 -4%
UCFA
18
United Capital Financial Advisors
Texas
$176M 7,776,910 +22,639 +0.3%
JPG
19
Jordan Park Group
California
$142M 6,312,329 +674,077 +12%
HCC
20
Hirtle Callaghan & Co
Pennsylvania
TC
21
TownSquare Capital
Utah
$134M 5,926,960 +267,709 +5%
Ameriprise
22
Ameriprise
Minnesota
$132M 5,841,889 +219,054 +4%
NFA
23
Nationwide Fund Advisors
Ohio
$123M 5,465,748 -31,810 -0.6%
UBS Group
24
UBS Group
Switzerland
$116M 5,160,647 -536,478 -9%
EWA
25
EP Wealth Advisors
California
$113M 5,004,200 +251,646 +5%