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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
JWS
126
Juncture Wealth Strategies
Arizona
$415K -$143K -5,881 -26%
FHA
127
Flagship Harbor Advisors
Massachusetts
$412K +$183K +7,525 +82%
CWM
128
Cornerstone Wealth Management
Missouri
$408K -$11.2M -461,688 -97%
FIA
129
Foundations Investment Advisors
Arizona
$382K +$375K +15,399 New
BFC
130
Bedel Financial Consulting
Indiana
$374K
MFW
131
Mosaic Family Wealth
Missouri
$363K -$216K -8,898 -38%
CMP
132
Courage Miller Partners
Virginia
$349K +$26.8K +1,101 +8%
LWM
133
Liberty Wealth Management
California
$337K +$333K +13,686 New
OFG
134
OmniStar Financial Group
North Carolina
$331K +$26.6K +1,092 +9%
VWM
135
Venturi Wealth Management
Texas
$330K +$44.3K +1,822 +16%
VA
136
Valmark Advisers
Ohio
$325K -$33.8K -1,388 -10%
MSAM
137
Moloney Securities Asset Management
Missouri
$314K +$6.79K +279 +2%
SHJ
138
Sharkey, Howes & Javer
Colorado
$312K +$45.8K +1,883 +17%
GT
139
Greenleaf Trust
Michigan
$306K
Comerica Bank
140
Comerica Bank
Texas
$305K -$44.9K -1,847 -13%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$302K +$13.8K +567 +5%
BHWM
142
Bay Harbor Wealth Management
Maryland
$294K +$290K +11,908 New
DC
143
Davenport & Co
Virginia
$292K +$288K +11,851 New
PCG
144
Private Capital Group
Connecticut
$290K +$32.9K +1,352 +13%
WC
145
Whitney & Co
New York
$277K
LFAS
146
Level Four Advisory Services
Texas
$266K +$51.4K +2,112 +24%
RJT
147
Raymond James Trust
Florida
$262K -$58.4K -2,401 -18%
MAU
148
MRA Associates USA
Arizona
$258K +$255K +10,481 New
FAIM
149
Financial Advocates Investment Management
Washington
$242K -$18.1K -745 -7%
CFGS
150
Concourse Financial Group Securities
Alabama
$242K -$12.5K -514 -5%