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iShares US Treasury Bond ETF

170 hedge funds and large institutions have $5.87B invested in iShares US Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 39

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $4.85B → $5.87B (+$1.02B)

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

5.34% more ownership

Funds ownership: 87.51%92.85% (+5.3%)

1% more funds holding

Funds holding: 168170 (+2)

Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
29
Increased
86
Reduced
39
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$404K -$483K -19,733 -55%
William Blair & Company
102
William Blair & Company
Illinois
$395K -$26.1K -1,064 -6%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$390K -$55.6K -2,272 -13%
BFA
104
Beaumont Financial Advisors
Massachusetts
$378K -$4.14K -169 -1%
JWS
105
Juncture Wealth Strategies
Arizona
$377K +$375K +15,323 New
FWP
106
FAS Wealth Partners
Kansas
$376K +$12.1K +494 +3%
BFC
107
Bedel Financial Consulting
Indiana
$374K +$12.6K +516 +4%
MIAN
108
Mariner Independent Advisor Network
Kansas
$373K -$1.28M -52,087 -77%
VA
109
Valmark Advisers
Ohio
$348K -$1.71K -70 -0.5%
RCG
110
Ruggie Capital Group
Florida
$347K +$345K +14,090 New
MSAM
111
Moloney Securities Asset Management
Missouri
$346K -$85.9K -3,506 -20%
CMP
112
Courage Miller Partners
Virginia
$320K +$18.1K +738 +6%
OFG
113
OmniStar Financial Group
North Carolina
$315K +$7.84K +320 +3%
BBA
114
Braun-Bostich & Associates
Pennsylvania
$312K +$253K +10,316 +438%
AWM
115
Altium Wealth Management
New York
$310K -$43.7K -1,786 -12%
GT
116
Greenleaf Trust
Michigan
$306K +$50.8K +2,075 +20%
RCA
117
Rowland Carmichael Advisors
Arizona
$306K +$304K +12,430 New
CA
118
Continuum Advisory
Idaho
$289K +$288K +11,754 New
SPC
119
Sigma Planning Corp
Michigan
$286K +$285K +11,630 New
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283K +$32.6K +1,330 +13%
VWM
121
Venturi Wealth Management
Texas
$278K -$36.9K -1,505 -12%
WC
122
Whitney & Co
New York
$275K
WAAG
123
Wealth Alliance Advisory Group
Kansas
$274K +$30.3K +1,239 +13%
EWMCB
124
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$273K +$272K +11,090 New
NF
125
Nikulski Financial
Iowa
$264K +$263K +10,741 New