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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
M&T Bank
101
M&T Bank
New York
$464K -$6.49K -265 -1%
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$436K +$439K +17,900 New
SAS
103
Sage Advisory Services
Texas
$435K
CA
104
Continuum Advisory
Idaho
$408K +$124K +5,058 +43%
PWM
105
Paulson Wealth Management
Illinois
$404K +$410K +16,747 New
EDRH
106
Edmond de Rothschild Holding
Switzerland
$397K +$400K +16,317 New
RCG
107
Ruggie Capital Group
Florida
$393K +$50.8K +2,074 +15%
BFC
108
Bedel Financial Consulting
Indiana
$367K
VA
109
Valmark Advisers
Ohio
$355K +$10.5K +429 +3%
William Blair & Company
110
William Blair & Company
Illinois
$351K -$40.2K -1,641 -10%
Comerica Bank
111
Comerica Bank
Texas
$342K -$374K -15,254 -52%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$337K -$49K -2,000 -13%
CMP
113
Courage Miller Partners
Virginia
$319K +$1.45K +59 +0.5%
RJT
114
Raymond James Trust
Florida
$317K +$319K +13,029 New
EWMCB
115
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$313K +$43.2K +1,762 +16%
SF
116
Synovus Financial
Georgia
$313K +$132K +5,379 +72%
RCA
117
Rowland Carmichael Advisors
Arizona
$312K +$9.92K +405 +3%
MSAM
118
Moloney Securities Asset Management
Missouri
$303K -$38.9K -1,588 -11%
GT
119
Greenleaf Trust
Michigan
$303K
OFG
120
OmniStar Financial Group
North Carolina
$300K -$11.6K -475 -4%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$294K +$13.7K +559 +5%
FWP
122
FAS Wealth Partners
Kansas
$288K -$83.5K -3,407 -22%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$285K +$287K +11,707 New
VWM
124
Venturi Wealth Management
Texas
$276K
WAAG
125
Wealth Alliance Advisory Group
Kansas
$271K +$98 +4 +0%