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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
Bank of America
1
Bank of America
North Carolina
$2.13B +$191M +7,786,701 +10%
UBS Group
2
UBS Group
Switzerland
$1.14B +$353M +14,417,828 +45%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$735M +$450M +18,386,128 +160%
SB
4
Suntrust Banks
Georgia
$508M -$11M -448,932 -2%
UCFA
5
United Capital Financial Advisors
Texas
$450M +$21.1M +861,399 +5%
CCA
6
Cobblestone Capital Advisors
New York
$93.7M +$4.82M +196,840 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$67.5M -$4.81M -196,502 -7%
Wells Fargo
8
Wells Fargo
California
$64.7M +$5.07M +206,888 +9%
Ameriprise
9
Ameriprise
Minnesota
$62M +$4.82M +196,975 +8%
3AM
10
3EDGE Asset Management
Florida
$46.5M +$46.3M +1,890,200 New
AssetMark Inc
11
AssetMark Inc
California
$46.1M +$1.41M +57,553 +3%
BlackRock
12
BlackRock
New York
$44.9M +$1.33M +54,393 +3%
Morgan Stanley
13
Morgan Stanley
New York
$35.8M +$6.92M +282,533 +24%
UBS AM
14
UBS AM
Illinois
$33.9M
PAS
15
Park Avenue Securities
New York
$32.4M +$4.12M +168,303 +15%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$31.7M +$6.9M +281,540 +28%
RVPG
17
Relative Value Partners Group
$29.5M -$217K -8,849 -0.7%
CWM
18
Cornerstone Wealth Management
Missouri
$25.7M +$14.8M +606,157 +2,555%
LPL Financial
19
LPL Financial
California
$25.4M +$6.22M +253,884 +33%
Allianz Asset Management
20
Allianz Asset Management
Germany
$15.1M +$5.39M +220,173 +56%
CC
21
Cadinha & Co
Hawaii
$13.5M -$181K -7,383 -1%
CA
22
Cambridge Associates
Massachusetts
$11.5M +$1.4M +57,082 +14%
BCM
23
Brookstone Capital Management
Illinois
$10.7M +$706K +28,837 +7%
DJSG
24
D.J. St. Germain
Massachusetts
$10M +$1.03M +41,989 +11%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$9.48M +$2.09M +85,157 +28%