We are live on ! Find out more
GOVT icon

iShares US Treasury Bond ETF

183 hedge funds and large institutions have $5.84B invested in iShares US Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

53% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 53

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

8% more funds holding

Funds holding: 170183 (+13)

1% less capital invested

Capital invested by funds: $5.87B → $5.84B (-$30.3M)

3.7% less ownership

Funds ownership: 92.85%89.15% (-3.7%)

Holders
183
Holders Change
+13
Holders Change %
+7.65%
% of All Funds
4.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
27
Increased
81
Reduced
53
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
$2.23B +$125M +5,081,783 +6%
UBS Group
2
UBS Group
Switzerland
$1.04B -$84.6M -3,452,475 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$746M +$19M +775,206 +3%
SB
4
Suntrust Banks
Georgia
$500M -$2.05M -83,692 -0.4%
UCFA
5
United Capital Financial Advisors
Texas
$454M +$9.53M +388,907 +2%
CCA
6
Cobblestone Capital Advisors
New York
$90.2M -$2.51M -102,293 -3%
Ameriprise
7
Ameriprise
Minnesota
$79.1M +$4.43M +180,933 +7%
Wells Fargo
8
Wells Fargo
California
$66.7M +$2.78M +113,612 +4%
3AM
9
3EDGE Asset Management
Florida
$48.8M +$2.83M +115,300 +6%
AssetMark Inc
10
AssetMark Inc
California
$47M +$1.36M +55,524 +3%
Morgan Stanley
11
Morgan Stanley
New York
$41.7M +$6.37M +259,919 +18%
BlackRock
12
BlackRock
New York
$37.1M -$7.34M -299,573 -16%
UBS AM
13
UBS AM
Illinois
$33.4M +$33.6M +1,373,026 New
PAS
14
Park Avenue Securities
New York
$33M +$981K +40,030 +3%
RVPG
15
Relative Value Partners Group
$28.9M -$227K -9,269 -0.8%
LPL Financial
16
LPL Financial
California
$27.4M +$2.34M +95,636 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$22.7M -$44.2M -1,805,233 -66%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$19.6M -$11.9M -483,787 -38%
CWM
19
Cornerstone Wealth Management
Missouri
$19M -$3.72M -151,711 -24%
AG
20
Advisor Group
Arizona
$13.7M +$5.92M +241,458 +75%
CC
21
Cadinha & Co
Hawaii
$13.2M -$126K -5,124 -0.9%
BCM
22
Brookstone Capital Management
Illinois
$13M +$2.46M +100,262 +23%
DJSG
23
D.J. St. Germain
Massachusetts
$11.5M +$1.58M +64,281 +16%
Allianz Asset Management
24
Allianz Asset Management
Germany
$10.9M -$4.03M -164,476 -27%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$10.4M +$1.02M +41,719 +11%