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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
Canada Life
51
Canada Life
Manitoba, Canada
$4.38M +$305K +12,520 +8%
UIA
52
UBP Investment Advisors
Switzerland
$4.26M +$57.9K +2,382 +1%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$4.03M
CIAS
54
Capital Investment Advisory Services
North Carolina
$4.03M +$3.98M +163,551 New
WCM
55
Wealthcare Capital Management
Virginia
$3.66M +$3.61M +148,607 New
AI
56
Atria Investments
North Carolina
$3.41M +$1.09M +44,746 +48%
MAFM
57
Mid Atlantic Financial Management
Pennsylvania
$3.22M +$3.18M +130,606 New
JP Morgan Chase
58
JP Morgan Chase
New York
$3.12M +$977K +40,163 +46%
IA
59
IFG Advisory
Georgia
$2.75M -$18.4K -756 -2%
CAN
60
Cetera Advisor Networks
California
$2.58M -$167K -6,876 -6%
SPIA
61
Steward Partners Investment Advisory
New York
$2.41M +$1.17M +48,046 +97%
GWM
62
Geneos Wealth Management
Colorado
$2.36M +$945K +38,874 +83%
ASN
63
Advisory Services Network
Georgia
$2.35M +$321K +13,183 +16%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$2.34M +$309K +12,691 +15%
RWM
65
Ritholtz Wealth Management
New York
$2.33M +$2.3M +94,627 New
HAM
66
Highstreet Asset Management
Ontario, Canada
$2.29M +$2.25M +92,700 New
MA
67
MUFG Americas
New York
$2.24M -$1.45M -59,815 -40%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$2.24M +$248K +10,178 +13%
BSW
69
Buckingham Strategic Wealth
Missouri
$2.23M +$150K +6,153 +7%
CCWA
70
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.23M +$134K +5,489 +6%
SF
71
Synovus Financial
Georgia
$2.19M +$1.85M +76,033 +590%
SHIM
72
Stone House Investment Management
Pennsylvania
$2.16M +$22.4K +920 +1%
SCA
73
Snowden Capital Advisors
New York
$2.11M +$70.1K +2,881 +3%
SFG
74
StrategIQ Financial Group
Indiana
$1.94M +$59.2K +2,433 +3%
BA
75
Ballew Advisors
Mississippi
$1.79M +$1.75M +71,987 New