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iShares US Treasury Bond ETF

73 hedge funds and large institutions have $1.97B invested in iShares US Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $1.62B → $1.97B (+$354M)

20% more funds holding

Funds holding: 6173 (+12)

1.07% less ownership

Funds ownership: 97.02%95.95% (-1.1%)

Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
28
Increased
27
Reduced
11
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$306K +$49.2K +1,924 +19%
BCI
52
Brinker Capital Investments
Pennsylvania
$305K -$13.4K -525 -4%
ADL
53
Asset Dedication LLC
California
$304K +$302K +11,795 New
EDRE
54
Edmond de Rothschild (Europe)
Luxembourg
$299K
EDRH
55
Edmond de Rothschild Holding
Switzerland
$299K
BTS
56
BB&T Securities
Virginia
$272K +$5.14K +201 +2%
FC
57
Financial Consulate
Maryland
$263K -$2.76K -108 -1%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$245K +$243K +9,488 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$219K +$217K +8,494 New
Ameriprise
60
Ameriprise
Minnesota
$208K -$3.89M -151,938 -95%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$205K +$82.3K +3,215 +68%
SPC
62
Sigma Planning Corp
Michigan
$204K +$202K +7,893 New
JP Morgan Chase
63
JP Morgan Chase
New York
$128K -$33.1K -1,294 -21%
FHA
64
First Horizon Advisors
Tennessee
$102K +$11.9K +467 +13%
CIR
65
Clear Investment Research
Georgia
$59K +$58.8K +2,300 New
IA
66
IFP Advisors
Florida
$49K +$50K +1,953 New
EWM
67
Evercore Wealth Management
New York
$45K +$45.1K +1,762 New
Creative Planning
68
Creative Planning
Kansas
$25K +$24.6K +960 New
WEC
69
Winslow Evans & Crocker
Massachusetts
$19.2K +$19.1K +745 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$17K
AIG
71
American International Group
New York
$16K +$7.45K +291 +91%
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$15K
AIA
73
Alerus Investment Advisors
Minnesota
$4K +$4.3K +168 New
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
-$12M -478,574 Closed
CIBC World Market
75
CIBC World Market
Ontario, Canada
-$2.32M -92,490 Closed