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iShares US Treasury Bond ETF

114 hedge funds and large institutions have $5.05B invested in iShares US Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

49% more capital invested

Capital invested by funds: $3.38B → $5.05B (+$1.67B)

20.69% more ownership

Funds ownership: 73.61%94.31% (+21%)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more funds holding

Funds holding: 107114 (+7)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
22
Increased
54
Reduced
27
Closed
14
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
$1.61B +$1.24B +49,023,694 +332%
UBS Group
2
UBS Group
Switzerland
$1.08B +$342M +13,484,905 +46%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$555M +$14.4M +569,117 +3%
SB
4
Suntrust Banks
Georgia
$517M -$6.42M -253,595 -1%
UCFA
5
United Capital Financial Advisors
Texas
$384M +$20M +790,122 +5%
BlackRock
6
BlackRock
New York
$276M -$1.62M -63,839 -0.6%
AHSSHC
7
Adventist Health System Sunbelt Healthcare Corp
Florida
$111M +$4.24M +167,197 +4%
Wells Fargo
8
Wells Fargo
California
$63.4M +$9.07M +358,094 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$53.5M +$3.68M +145,271 +7%
AssetMark Inc
10
AssetMark Inc
California
$43.1M +$2.72M +107,330 +7%
Ameriprise
11
Ameriprise
Minnesota
$42.7M +$3.69M +145,691 +9%
CC
12
Cadinha & Co
Hawaii
$38.5M -$2.37M -93,692 -6%
RVPG
13
Relative Value Partners Group
$35.7M +$1.65M +65,216 +5%
Morgan Stanley
14
Morgan Stanley
New York
$29.5M +$998K +39,398 +3%
UBS AM
15
UBS AM
Illinois
$25.5M
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$22.2M +$9.63M +380,023 +76%
PAS
17
Park Avenue Securities
New York
$17.3M +$196K +7,727 +1%
Allianz Asset Management
18
Allianz Asset Management
Germany
$15.8M +$5.95M +234,702 +60%
Stifel Financial
19
Stifel Financial
Missouri
$15.7M -$404K -15,930 -3%
CFP
20
Cornerstone Financial Partners
North Carolina
$11.3M +$1.51M +59,724 +15%
MA
21
MUFG Americas
New York
$10.5M +$4.73M +186,778 +81%
CA
22
Cambridge Associates
Massachusetts
$10.1M +$10.2M +401,593 New
LWM
23
Lenox Wealth Management
Ohio
$7.14M +$1.41M +55,782 +25%
LI
24
LVZ Inc
Michigan
$6.7M +$6.73M +265,559 New
DJSG
25
D.J. St. Germain
Massachusetts
$6.15M +$299K +11,810 +5%