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iShares US Treasury Bond ETF

309 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 52

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

16% more capital invested

Capital invested by funds: $11.5B → $13.3B (+$1.79B)

11% more funds holding

Funds holding: 278309 (+31)

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

3.04% less ownership

Funds ownership: 98.91%95.87% (-3%)

Holders
309
Holders Change
+31
Holders Change %
+11.15%
% of All Funds
6.78%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.83%
New
57
Increased
165
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICMP
76
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.3M -$811K -31,065 -10%
MAFM
77
Mid Atlantic Financial Management
Pennsylvania
$7.3M +$1.17M +44,629 +19%
AWM
78
Avondale Wealth Management
Texas
$7.13M -$7.58M -290,292 -52%
CAM
79
Concorde Asset Management
Michigan
$6.84M +$1.75M +67,064 +35%
CIBC World Market
80
CIBC World Market
Ontario, Canada
$6.78M -$61K -2,338 -0.9%
RA
81
RFG Advisory
Alabama
$6.73M +$455K +17,409 +7%
SCA
82
Snowden Capital Advisors
New York
$6.7M +$75.8K +2,902 +1%
AHSSHC
83
Adventist Health System Sunbelt Healthcare Corp
Florida
$6.51M -$361K -13,840 -5%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$6.35M +$192K +7,360 +3%
CCWA
85
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.07M +$1.44M +55,135 +31%
PF
86
Phoenix Financial
Israel
$5.85M +$6.09M +233,205 New
DRS
87
Deane Retirement Strategies
Louisiana
$5.85M +$5.35M +205,088 +1,206%
HighTower Advisors
88
HighTower Advisors
Illinois
$5.79M +$750K +28,742 +15%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$5.75M +$1.77M +67,796 +45%
SFA
90
Sequoia Financial Advisors
Ohio
$5.7M +$1.46M +55,949 +35%
CIAS
91
Capital Investment Advisory Services
North Carolina
$5.67M +$449K +17,207 +9%
CAN
92
Cetera Advisor Networks
California
$5.58M +$2.14M +81,922 +63%
SS
93
Simplicity Solutions
Minnesota
$5.39M +$1.65M +63,085 +45%
CWS
94
Cypress Wealth Services
California
$5.26M +$1.93M +73,918 +59%
DE
95
Day & Ennis
Georgia
$5.25M +$905K +34,676 +21%
MA
96
Mutual Advisors
Nebraska
$5.22M +$3.18M +121,844 +160%
JAM
97
JCIC Asset Management
Ontario, Canada
$5.15M +$5.11M +195,600 New
VC
98
Vicus Capital
Pennsylvania
$4.86M +$1.58M +60,520 +49%
PPW
99
Pasadena Private Wealth
California
$4.72M -$901K -34,526 -16%
PWA
100
Physician Wealth Advisors
Utah
$4.69M +$4.68M +179,288 New