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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
FI
101
FormulaFolio Investments
Michigan
$862K
HF
102
HRT Financial
New York
$841K +$831K +34,147 New
OIA
103
Optimum Investment Advisors
Illinois
$824K +$3.65K +150 +0.5%
VC
104
Vicus Capital
Pennsylvania
$799K +$101K +4,136 +15%
BBA
105
Braun-Bostich & Associates
Pennsylvania
$782K -$6.93K -285 -0.9%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$777K +$331K +13,626 +76%
PAG
107
Private Advisor Group
New Jersey
$741K -$435K -17,866 -37%
CA
108
Continuum Advisory
Idaho
$720K +$302K +12,413 +74%
CAM
109
Concorde Asset Management
Michigan
$716K +$36.2K +1,488 +5%
AWM
110
Alterna Wealth Management
Texas
$703K +$694K +28,522 New
WP
111
WealthSource Partners
California
$687K -$238K -9,805 -26%
DE
112
Day & Ennis
Georgia
$663K +$91.2K +3,751 +16%
RFO
113
RiverGlades Family Offices
Florida
$663K +$654K +26,885 New
GLA
114
Good Life Advisors
Pennsylvania
$648K -$69.2K -2,844 -10%
RA
115
RFG Advisory
Alabama
$629K -$79K -3,247 -11%
EWMCB
116
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$627K +$307K +12,602 +98%
Mackenzie Financial
117
Mackenzie Financial
Ontario, Canada
$624K +$616K +25,315 New
Baird Financial Group
118
Baird Financial Group
Wisconsin
$597K +$66.1K +2,719 +13%
EDRH
119
Edmond de Rothschild Holding
Switzerland
$587K +$180K +7,386 +45%
FNBOSM
120
First National Bank of South Miami
Florida
$573K +$560K +23,036 New
RCA
121
Rowland Carmichael Advisors
Arizona
$568K +$248K +10,199 +79%
TF
122
Trek Financial
Arizona
$550K +$543K +22,323 New
SPC
123
Sigma Planning Corp
Michigan
$504K +$270K +11,093 +119%
M&T Bank
124
M&T Bank
New York
$480K +$10.4K +426 +2%
SAS
125
Sage Advisory Services
Texas
$456K +$12K +495 +3%