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iShares US Treasury Bond ETF

183 hedge funds and large institutions have $5.84B invested in iShares US Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

53% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 53

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

8% more funds holding

Funds holding: 170183 (+13)

1% less capital invested

Capital invested by funds: $5.87B → $5.84B (-$30.3M)

3.7% less ownership

Funds ownership: 92.85%89.15% (-3.7%)

Holders
183
Holders Change
+13
Holders Change %
+7.65%
% of All Funds
4.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
27
Increased
81
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$2.28M +$721K +29,422 +46%
MUAMU
52
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.22M +$19.7M +802,600 New
TSS
53
Two Sigma Securities
New York
$2.17M +$899K +36,679 +70%
SHIM
54
Stone House Investment Management
Pennsylvania
$2.11M +$445K +18,172 +27%
JP Morgan Chase
55
JP Morgan Chase
New York
$2.1M +$265K +10,818 +14%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.07M +$335K +13,655 +19%
BSW
57
Buckingham Strategic Wealth
Missouri
$2.05M -$111K -4,531 -5%
SFA
58
Sequoia Financial Advisors
Ohio
$2.04M +$328K +13,391 +19%
SCA
59
Snowden Capital Advisors
New York
$2.02M +$50.8K +2,073 +3%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$2M -$5.84M -238,242 -74%
ASN
61
Advisory Services Network
Georgia
$2M +$358K +14,624 +22%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.96M +$204K +8,344 +12%
SFG
63
StrategIQ Financial Group
Indiana
$1.85M -$78.4K -3,200 -4%
MIAN
64
Mariner Independent Advisor Network
Kansas
$1.84M +$1.49M +60,670 +400%
NA
65
NewEdge Advisors
Louisiana
$1.56M +$301K +12,270 +24%
CWM
66
Cahaba Wealth Management
Georgia
$1.54M +$510K +20,796 +49%
WI
67
WBI Investments
New Jersey
$1.45M +$1.46M +59,668 New
WAM
68
Watermark Asset Management
California
$1.37M -$48K -1,961 -3%
CS
69
Comerica Securities
Michigan
$1.27M +$52.9K +2,160 +4%
SPIA
70
Steward Partners Investment Advisory
New York
$1.21M -$35.5K -1,450 -3%
PAG
71
Private Advisor Group
New Jersey
$1.17M +$771K +31,462 +191%
GWM
72
Geneos Wealth Management
Colorado
$1.15M +$977K +39,864 +583%
DG
73
Delek Group
Israel
$1.12M -$355K -14,501 -24%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.1M -$1.01M -41,403 -48%
BTS
75
BB&T Securities
Virginia
$1.08M +$220K +8,961 +25%