We are live on ! Find out more
GOVT icon

iShares US Treasury Bond ETF

244 hedge funds and large institutions have $8.28B invested in iShares US Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 43

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

27% more capital invested

Capital invested by funds: $6.51B → $8.28B (+$1.77B)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

13% more funds holding

Funds holding: 216244 (+28)

1.09% more ownership

Funds ownership: 94.83%95.91% (+1.1%)

Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
5.28%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.45%
New
55
Increased
129
Reduced
43
Closed
26
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
$2.37B -$192M -7,737,105 -8%
UBS Group
2
UBS Group
Switzerland
$1.32B +$508M +20,432,091 +64%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.19B +$376M +15,127,856 +47%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$572M +$508M +20,416,086 +1,854%
SB
5
Suntrust Banks
Georgia
$499M -$2.67M -107,327 -0.5%
UCFA
6
United Capital Financial Advisors
Texas
$489M +$42.6M +1,712,357 +10%
WANY
7
Wealthspire Advisors (New York)
New York
$167M +$10.3M +415,653 +7%
CCA
8
Cobblestone Capital Advisors
New York
$93.9M +$5.16M +207,627 +6%
BlackRock
9
BlackRock
New York
$93.4M +$47.6M +1,913,553 +107%
LPL Financial
10
LPL Financial
California
$92.4M +$60M +2,413,029 +193%
PAS
11
Park Avenue Securities
New York
$85.9M +$48.9M +1,966,230 +134%
Wells Fargo
12
Wells Fargo
California
$84.5M +$10.8M +433,025 +15%
Morgan Stanley
13
Morgan Stanley
New York
$75.8M +$20.3M +817,305 +37%
3AM
14
3EDGE Asset Management
Florida
$71.5M -$5.01M -201,472 -7%
Ameriprise
15
Ameriprise
Minnesota
$66.1M -$8.71M -350,480 -12%
AssetMark Inc
16
AssetMark Inc
California
$61.2M +$12.4M +497,265 +26%
SF
17
Synovus Financial
Georgia
$61M +$57.9M +2,327,417 +2,617%
AG
18
Advisor Group
Arizona
$52.5M +$35.8M +1,438,361 +224%
JP Morgan Chase
19
JP Morgan Chase
New York
$44.3M +$40.5M +1,628,613 +1,287%
UBS AM
20
UBS AM
Illinois
$42.7M -$212M -8,525,504 -83%
Deutsche Bank
21
Deutsche Bank
Germany
$42.1M -$52.3M -2,105,036 -56%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$36.1M +$23.7M +952,842 +200%
FI
23
FormulaFolio Investments
Michigan
$34.6M +$33.2M +1,336,838 +3,776%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$31.1M +$29.8M +1,199,475 +3,805%
SWA
25
SFMG Wealth Advisors
Texas
$29.9M +$29.5M +1,184,808 New