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iShares US Treasury Bond ETF

143 hedge funds and large institutions have $4.87B invested in iShares US Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

63% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 30

25% more funds holding

Funds holding: 114143 (+29)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.89% less ownership

Funds ownership: 94.31%93.42% (-0.89%)

4% less capital invested

Capital invested by funds: $5.05B → $4.87B (-$184M)

Holders
143
Holders Change
+29
Holders Change %
+25.44%
% of All Funds
3.24%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
46
Increased
49
Reduced
30
Closed
17
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
$1.73B +$125M +4,989,054 +8%
UBS Group
2
UBS Group
Switzerland
$963M -$106M -4,227,334 -10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$583M +$31.4M +1,249,374 +6%
SB
4
Suntrust Banks
Georgia
$515M +$1.19M +47,140 +0.2%
UCFA
5
United Capital Financial Advisors
Texas
$400M +$18.4M +733,179 +5%
CCA
6
Cobblestone Capital Advisors
New York
$73.6M +$73.8M +2,934,300 New
Wells Fargo
7
Wells Fargo
California
$70.6M +$7.55M +300,034 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$65.2M +$12.1M +482,032 +23%
Ameriprise
9
Ameriprise
Minnesota
$54.3M +$11.9M +471,847 +28%
AssetMark Inc
10
AssetMark Inc
California
$46.6M +$3.79M +150,575 +9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$39.2M +$17.2M +685,693 +78%
BlackRock
12
BlackRock
New York
$36.4M -$239M -9,499,491 -87%
RVPG
13
Relative Value Partners Group
$35.7M +$306K +12,177 +0.9%
Morgan Stanley
14
Morgan Stanley
New York
$31.4M +$2.12M +84,182 +7%
UBS AM
15
UBS AM
Illinois
$27.3M
PAS
16
Park Avenue Securities
New York
$17.4M +$137K +5,457 +0.8%
Stifel Financial
17
Stifel Financial
Missouri
$16.7M +$1.17M +46,709 +8%
CC
18
Cadinha & Co
Hawaii
$13.9M -$24.4M -968,998 -64%
MA
19
MUFG Americas
New York
$13.7M +$3.24M +128,757 +31%
Allianz Asset Management
20
Allianz Asset Management
Germany
$10M -$5.74M -228,126 -36%
LWM
21
Lenox Wealth Management
Ohio
$7.96M +$871K +34,628 +12%
CA
22
Cambridge Associates
Massachusetts
$7.5M -$2.58M -102,689 -26%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.29M +$5.47M +217,301 +296%
DJSG
24
D.J. St. Germain
Massachusetts
$7.16M +$1.05M +41,935 +17%
LI
25
LVZ Inc
Michigan
$6.93M +$271K +10,777 +4%