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iShares US Treasury Bond ETF

33 hedge funds and large institutions have $208M invested in iShares US Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

57% more funds holding

Funds holding: 2133 (+12)

16% more capital invested

Capital invested by funds: $179M → $208M (+$29.4M)

5.27% less ownership

Funds ownership: 84.82%79.54% (-5.3%)

Holders
33
Holders Change
+12
Holders Change %
+57.14%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$74.9M -$5.15M -205,180 -6%
MAA
2
Managed Account Advisors
New Jersey
$35.9M +$5.8M +231,277 +19%
UBS Group
3
UBS Group
Switzerland
$23.6M +$23.5M +936,402 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.5M -$1.14M -45,599 -6%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$14.1M +$1.87M +74,600 +15%
SAMC
6
Shinko Asset Management Company
Japan
$9.35M +$622K +24,800 +7%
CC
7
Cadinha & Co
Hawaii
$8.32M +$3.3M +131,725 +66%
Wells Fargo
8
Wells Fargo
California
$3.82M +$3.81M +151,991 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.24M +$3.23M +128,713 New
Lazard Asset Management
10
Lazard Asset Management
New York
$2.85M
BPC
11
Banque Pictet & Cie
Switzerland
$1.91M
PAG
12
Private Advisor Group
New Jersey
$1.75M +$1.73M +68,775 +7,134%
MIAN
13
Mariner Independent Advisor Network
Kansas
$1.55M +$1.54M +61,480 New
BA
14
BlackRock Advisors
Delaware
$1.23M +$472K +18,814 +62%
FC
15
Financial Consulate
Maryland
$1.22M +$1.22M +48,561 New
HSBC Holdings
16
HSBC Holdings
United Kingdom
$1.21M +$1.21M +48,289 New
ZIM
17
Zacks Investment Management
Illinois
$1.01M -$83.5K -3,329 -8%
OIA
18
Optimum Investment Advisors
Illinois
$880K +$1.41M +56,050 New
Morgan Stanley
19
Morgan Stanley
New York
$758K -$1.15M -45,929 -60%
FIM
20
Freedom Investment Management
Connecticut
$698K +$696K +27,737 New
BCI
21
Brinker Capital Investments
Pennsylvania
$585K +$152K +6,056 +35%
LPL Financial
22
LPL Financial
California
$547K +$248K +9,897 +84%
Comerica Bank
23
Comerica Bank
Texas
$518K +$258K +10,300 +100%
RIA
24
Regal Investment Advisors
Michigan
$362K +$217K +8,635 +150%
RBC
25
Ronald Blue & Co
Georgia
$335K +$334K +13,334 New