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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
FAAS
76
First Allied Advisory Services
California
$1.05M +$119K +4,873 +13%
AFP
77
Ausdal Financial Partners
Iowa
$1.03M +$127K +5,184 +14%
RIA
78
Regal Investment Advisors
Michigan
$1.01M +$148K +6,050 +17%
IWP
79
Icon Wealth Partners
Texas
$1.01M +$95.1K +3,882 +10%
Stifel Financial
80
Stifel Financial
Missouri
$1M -$1.39M -56,728 -58%
PC
81
Peavine Capital
Nevada
$986K
SS
82
Simplicity Solutions
Minnesota
$949K -$91.8K -3,748 -9%
WP
83
WealthSource Partners
California
$917K +$77K +3,142 +9%
PAG
84
Pinnacle Advisory Group
Maryland
$893K +$70.1K +2,860 +8%
SXL
85
Summit X LLC
Missouri
$885K +$53.4K +2,178 +6%
FI
86
FormulaFolio Investments
Michigan
$862K +$168K +6,848 +24%
AWM
87
AE Wealth Management
Kansas
$824K -$251K -10,245 -23%
US Bancorp
88
US Bancorp
Minnesota
$812K -$253K -10,310 -24%
OIA
89
Optimum Investment Advisors
Illinois
$810K +$3.8K +155 +0.5%
VC
90
Vicus Capital
Pennsylvania
$799K -$226K -9,236 -25%
BBA
91
Braun-Bostich & Associates
Pennsylvania
$779K +$474K +19,327 +153%
GLA
92
Good Life Advisors
Pennsylvania
$705K +$89.2K +3,642 +14%
RA
93
RFG Advisory
Alabama
$700K +$242K +9,872 +52%
HighTower Advisors
94
HighTower Advisors
Illinois
$683K -$380K -15,503 -35%
CAM
95
Concorde Asset Management
Michigan
$670K +$161K +6,575 +31%
MFW
96
Mosaic Family Wealth
Missouri
$571K -$1.24M -50,457 -68%
DE
97
Day & Ennis
Georgia
$563K +$93K +3,794 +20%
JWS
98
Juncture Wealth Strategies
Arizona
$553K +$181K +7,386 +48%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$522K +$27.2K +1,111 +5%
PA
100
PFG Advisors
Arizona
$515K +$292K +11,903 +127%