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iShares US Treasury Bond ETF

170 hedge funds and large institutions have $5.87B invested in iShares US Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 39

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $4.85B → $5.87B (+$1.02B)

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

5.34% more ownership

Funds ownership: 87.51%92.85% (+5.3%)

1% more funds holding

Funds holding: 168170 (+2)

Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
29
Increased
86
Reduced
39
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
176
Smith, Moore & Co
Missouri
-$221K -8,959 Closed
AW
177
ACG Wealth
Georgia
-$201K -8,152 Closed
SWP
178
Stratos Wealth Partners
Ohio
-$62K -2,493 Closed
FHA
179
First Horizon Advisors
Tennessee
-$41K -1,644 Closed
IWM
180
IHT Wealth Management
Illinois
-$36K -1,467 Closed
VFA
181
Valeo Financial Advisors
Indiana
-$18K -733 Closed
CCA
182
Clearwater Capital Advisors
Illinois
-$16K -629 Closed
SFSIG
183
San Francisco Sentry Investment Group
California
-$14K -580 Closed
VCM
184
Vigilant Capital Management
Maine
-$10K -399 Closed
WEC
185
Winslow Evans & Crocker
Massachusetts
-$9.26K -376 Closed
MPPLM
186
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$9K -370 Closed
CFA
187
Carroll Financial Associates
North Carolina
-$6.71K -274 Closed
AWM
188
AllSquare Wealth Management
New York
-$5K -201 Closed
CAL
189
Capital Analysts LLC
Pennsylvania
-$4K -168 Closed
AWMS
190
Advocacy Wealth Management Services
Georgia
-$3K -127 Closed
Parallax Volatility Advisers
191
Parallax Volatility Advisers
California
-$1.98K -81 -99%
ADL
192
Asset Dedication LLC
California
-$1K -53 Closed
BRC
193
Bell Rock Capital
Delaware
-$1K -42 Closed
RFA
194
Reilly Financial Advisors
California
+$294 +12 New
AC
195
Avestar Capital
New York
+$367 +15 New
SSB
196
Sandy Spring Bank
Maryland
+$490 +20 New