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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
WC
126
Whitney & Co
New York
$269K
SHJ
127
Sharkey, Howes & Javer
Colorado
$262K +$24K +978 +10%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$259K +$260K +10,624 New
FAIM
129
Financial Advocates Investment Management
Washington
$256K +$17.4K +712 +7%
PCG
130
Private Capital Group
Connecticut
$253K +$154K +6,268 +151%
CFGS
131
Concourse Financial Group Securities
Alabama
$252K +$254K +10,362 New
GFPC
132
Global Financial Private Capital
Florida
$236K +$238K +9,702 New
BCI
133
Brinker Capital Investments
Pennsylvania
$230K +$231K +9,442 New
SPC
134
Sigma Planning Corp
Michigan
$227K -$56.1K -2,290 -20%
FHA
135
Flagship Harbor Advisors
Massachusetts
$223K +$36.9K +1,507 +20%
SMC
136
Smith, Moore & Co
Missouri
$222K +$223K +9,112 New
PIA
137
Pinion Investment Advisors
Kansas
$217K -$30.1K -1,227 -12%
UAS
138
United Asset Strategies
New York
$215K +$216K +8,831 New
JCM
139
Jacobi Capital Management
Pennsylvania
$212K +$43.9K +1,793 +26%
LFAS
140
Level Four Advisory Services
Texas
$211K +$213K +8,676 New
FHB
141
First Hawaiian Bank
Hawaii
$197K +$198K +8,100 New
LFG
142
LifePlan Financial Group
Ohio
$176K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$170K
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$149K +$150K +6,108 New
IA
145
IFP Advisors
Florida
$146K +$9.58K +391 +7%
SWP
146
Stratos Wealth Partners
Ohio
$120K +$120K +4,911 New
GRP
147
Global Retirement Partners
California
$116K -$21.8K -888 -16%
AF
148
Advisornet Financial
Minnesota
$113K -$2.28M -92,982 -95%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$87K +$62.9K +2,568 +256%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$78K -$33.9K -1,385 -30%