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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
William Blair & Company
151
William Blair & Company
Illinois
$236K -$123K -5,044 -35%
FWP
152
FAS Wealth Partners
Kansas
$236K -$55.3K -2,275 -19%
IWM
153
IHT Wealth Management
Illinois
$235K +$232K +9,541 New
SMC
154
Smith, Moore & Co
Missouri
$225K +$268 +11 +0.1%
MPW
155
MA Private Wealth
California
$224K +$221K +9,072 New
UAS
156
United Asset Strategies
New York
$218K
FCA
157
FinTrust Capital Advisors
South Carolina
$218K +$215K +8,829 New
IWC
158
Integrated Wealth Concepts
Massachusetts
$212K +$210K +8,620 New
PIA
159
Pinion Investment Advisors
Kansas
$207K -$12.3K -504 -6%
FHB
160
First Hawaiian Bank
Hawaii
$200K
PFBT
161
Parkside Financial Bank & Trust
Missouri
$173K
LFG
162
LifePlan Financial Group
Ohio
$160K -$17.6K -722 -10%
LWM
163
Lenox Wealth Management
Ohio
$158K -$3.34M -137,401 -96%
BOPW
164
Brandywine Oak Private Wealth
Pennsylvania
$158K +$214K +8,807 New
IA
165
IFP Advisors
Florida
$136K -$12.6K -518 -9%
ESB
166
Essex Savings Bank
Connecticut
$136K +$134K +5,510 New
GRP
167
Global Retirement Partners
California
$134K +$16K +656 +14%
JCM
168
Jacobi Capital Management
Pennsylvania
$133K -$80.8K -3,321 -38%
SMFS
169
Squar Milner Financial Services
California
$101K +$99.4K +4,086 New
IC
170
Inscription Capital
Texas
$97K +$95.5K +3,926 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$93K +$14.6K +600 +19%
WP
172
WealthShield Partners
North Carolina
$87K +$72.2K +2,967 +546%
AIC
173
Ameritas Investment Company
Nebraska
$72K +$71.5K +2,940 New
S
174
SignatureFD
Georgia
$69K +$30K +1,234 +78%
PFO
175
Pathstone Family Office
New Jersey
$67K +$65.8K +2,704 New