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iShares US Treasury Bond ETF

216 hedge funds and large institutions have $6.51B invested in iShares US Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

104% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 46

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

18% more funds holding

Funds holding: 183216 (+33)

11% more capital invested

Capital invested by funds: $5.84B → $6.51B (+$663M)

5.68% more ownership

Funds ownership: 89.15%94.83% (+5.7%)

Holders
216
Holders Change
+33
Holders Change %
+18.03%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.38%
New
60
Increased
94
Reduced
46
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$11.7M +$1.21M +49,728 +12%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$11.3M +$2.18M +89,631 +24%
BCM
28
Brookstone Capital Management
Illinois
$11M -$2.1M -86,148 -16%
CA
29
Cambridge Associates
Massachusetts
$10.5M +$1.3M +53,596 +14%
MML Investors Services
30
MML Investors Services
Massachusetts
$9.83M +$2.83M +116,313 +41%
MBT
31
Montecito Bank & Trust
California
$9.32M +$747K +30,720 +9%
Citadel Advisors
32
Citadel Advisors
Florida
$8.71M +$8.6M +353,524 New
AWM
33
Avondale Wealth Management
Texas
$8.4M +$8.29M +340,744 New
CCP
34
Cardan Capital Partners
Colorado
$7.83M +$7.72M +317,472 New
CA
35
Cetera Advisors
Colorado
$7.58M +$5.05M +207,816 +209%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.56M +$7.46M +306,828 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$6.8M -$149K -6,122 -2%
TC
38
TownSquare Capital
Utah
$6.62M +$6.5M +267,109 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$6.45M +$247K +10,143 +4%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$6.42M +$6.19M +254,409 +4,165%
LI
41
LVZ Inc
Michigan
$6.29M -$110K -4,514 -2%
FAG
42
Financial Advisory Group
Texas
$6.29M +$6.2M +254,955 New
Allianz Asset Management
43
Allianz Asset Management
Germany
$6.16M -$4.84M -198,893 -44%
EC
44
Estate Counselors
Wisconsin
$5.85M +$63.5K +2,610 +1%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$5.67M +$1.56M +64,215 +39%
CFG
46
Citizens Financial Group
Rhode Island
$5.59M +$947K +38,917 +21%
RJA
47
Raymond James & Associates
Florida
$5.56M +$352K +14,492 +7%
PPA
48
Parametric Portfolio Associates
Washington
$5.22M +$688K +28,285 +15%
DG
49
Delek Group
Israel
$5.21M +$3.93M +161,696 +345%
AHSSHC
50
Adventist Health System Sunbelt Healthcare Corp
Florida
$5.19M -$614K -25,250 -11%