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iShares US Treasury Bond ETF

216 hedge funds and large institutions have $6.51B invested in iShares US Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

104% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 46

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

18% more funds holding

Funds holding: 183216 (+33)

11% more capital invested

Capital invested by funds: $5.84B → $6.51B (+$663M)

5.68% more ownership

Funds ownership: 89.15%94.83% (+5.7%)

Holders
216
Holders Change
+33
Holders Change %
+18.03%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.38%
New
60
Increased
94
Reduced
46
Closed
27
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
$2.5B +$236M +9,702,347 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$793M +$36.9M +1,519,013 +5%
UBS Group
3
UBS Group
Switzerland
$789M -$259M -10,646,441 -25%
SB
4
Suntrust Banks
Georgia
$490M -$16.7M -687,126 -3%
UCFA
5
United Capital Financial Advisors
Texas
$435M -$24.4M -1,003,715 -5%
UBS AM
6
UBS AM
Illinois
$252M +$215M +8,842,793 +644%
WANY
7
Wealthspire Advisors (New York)
New York
$153M +$151M +6,192,900 New
Deutsche Bank
8
Deutsche Bank
Germany
$93M +$91.8M +3,774,389 +1,087,720%
CCA
9
Cobblestone Capital Advisors
New York
$86.6M -$4.7M -193,078 -5%
3AM
10
3EDGE Asset Management
Florida
$74.8M +$25M +1,028,272 +51%
Ameriprise
11
Ameriprise
Minnesota
$73M +$6.4M +263,341 +10%
Wells Fargo
12
Wells Fargo
California
$71.9M +$4.27M +175,515 +6%
Morgan Stanley
13
Morgan Stanley
New York
$53.9M +$11.5M +473,143 +28%
AssetMark Inc
14
AssetMark Inc
California
$47.5M -$20.9K -859 -0%
BlackRock
15
BlackRock
New York
$44.1M +$6.44M +264,770 +17%
PAS
16
Park Avenue Securities
New York
$36.3M +$2.52M +103,691 +8%
MUAMU
17
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$33.4M +$13.4M +550,600 +69%
LPL Financial
18
LPL Financial
California
$30.8M +$2.97M +122,044 +11%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$27.1M +$7.23M +297,217 +37%
RVPG
20
Relative Value Partners Group
$25.6M -$3.63M -149,415 -13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$21.5M -$1.55M -63,544 -7%
AG
22
Advisor Group
Arizona
$15.8M +$1.92M +78,885 +14%
DJSG
23
D.J. St. Germain
Massachusetts
$14.9M +$3.25M +133,654 +28%
CC
24
Cadinha & Co
Hawaii
$13.2M -$173K -7,113 -1%
DRS
25
Deane Retirement Strategies
Louisiana
$13M +$12.8M +528,292 New