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iShares US Treasury Bond ETF

170 hedge funds and large institutions have $5.87B invested in iShares US Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 39

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $4.85B → $5.87B (+$1.02B)

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

5.34% more ownership

Funds ownership: 87.51%92.85% (+5.3%)

1% more funds holding

Funds holding: 168170 (+2)

Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
29
Increased
86
Reduced
39
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Merriman Wealth Management
Washington
$7.96M +$7.92M +323,358 New
AG
27
Advisor Group
Arizona
$7.9M +$690K +28,190 +10%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$7.89M +$6.87M +280,438 +698%
LI
29
LVZ Inc
Michigan
$7.87M +$271K +11,052 +4%
MBT
30
Montecito Bank & Trust
California
$7.78M +$3.6M +146,830 +87%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$7.04M -$300K -12,241 -4%
LWM
32
Lenox Wealth Management
Ohio
$6.19M -$594K -24,235 -9%
MML Investors Services
33
MML Investors Services
Massachusetts
$5.95M +$3.07M +125,477 +108%
RJA
34
Raymond James & Associates
Florida
$5.89M -$76.7K -3,131 -1%
AHSSHC
35
Adventist Health System Sunbelt Healthcare Corp
Florida
$5.81M +$1.24M +50,717 +27%
EC
36
Estate Counselors
Wisconsin
$5.78M
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$5.53M
Bank of New York Mellon
38
Bank of New York Mellon
New York
$5.51M +$577K +23,560 +12%
Citigroup
39
Citigroup
New York
$4.52M +$4.48M +182,831 +24,377%
PPA
40
Parametric Portfolio Associates
Washington
$4.51M +$423K +17,260 +10%
CFG
41
Citizens Financial Group
Rhode Island
$4.13M +$537K +21,935 +15%
MA
42
MUFG Americas
New York
$3.96M -$352K -14,377 -8%
Canada Life
43
Canada Life
Manitoba, Canada
$3.77M +$172K +7,025 +5%
SG Americas Securities
44
SG Americas Securities
New York
$3.52M +$2.99M +121,966 +575%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$3.41M +$745K +30,411 +28%
IA
46
IFG Advisory
Georgia
$3.38M +$56.7K +2,315 +5%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$3.37M +$3.35M +136,868 New
FA
48
FDx Advisors
Illinois
$2.69M -$285K -11,649 -10%
Stifel Financial
49
Stifel Financial
Missouri
$2.41M -$15.4M -630,157 -87%
AF
50
Advisornet Financial
Minnesota
$2.4M +$1.01M +41,245 +73%