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iShares US Treasury Bond ETF

309 hedge funds and large institutions have $13.3B invested in iShares US Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 52

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

16% more capital invested

Capital invested by funds: $11.5B → $13.3B (+$1.79B)

11% more funds holding

Funds holding: 278309 (+31)

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

3.04% less ownership

Funds ownership: 98.91%95.87% (-3%)

Holders
309
Holders Change
+31
Holders Change %
+11.15%
% of All Funds
6.78%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.83%
New
57
Increased
165
Reduced
52
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
$3.28B +$105M +4,040,072 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.03B +$212M +8,106,398 +12%
UBS Group
3
UBS Group
Switzerland
$1.53B +$469M +17,952,715 +44%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.37B +$353M +13,511,310 +35%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$572M
UCFA
6
United Capital Financial Advisors
Texas
$538M -$19.2M -734,167 -3%
SB
7
Suntrust Banks
Georgia
$512M -$2.25M -86,096 -0.4%
LPL Financial
8
LPL Financial
California
$253M +$40.2M +1,537,966 +19%
BlackRock
9
BlackRock
New York
$241M +$38.4M +1,471,794 +19%
WANY
10
Wealthspire Advisors (New York)
New York
$187M +$8.86M +339,319 +5%
PAS
11
Park Avenue Securities
New York
$174M +$12M +458,797 +7%
Morgan Stanley
12
Morgan Stanley
New York
$144M +$25.3M +968,472 +22%
3AM
13
3EDGE Asset Management
Florida
$133M +$6.12M +234,224 +5%
AG
14
Advisor Group
Arizona
$124M +$8.92M +341,711 +8%
Wells Fargo
15
Wells Fargo
California
$121M +$13.3M +508,427 +12%
Ameriprise
16
Ameriprise
Minnesota
$105M +$11.4M +437,953 +12%
AssetMark Inc
17
AssetMark Inc
California
$98.9M -$51.4M -1,967,749 -34%
CCA
18
Cobblestone Capital Advisors
New York
$93.7M -$3.75M -143,434 -4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$91.6M +$12.6M +483,812 +16%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$66.5M +$65.9M +2,524,484 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$65.3M +$14.4M +552,211 +29%
SF
22
Synovus Financial
Georgia
$64.7M +$631K +24,159 +1%
MML Investors Services
23
MML Investors Services
Massachusetts
$61.2M +$7.1M +271,889 +13%
UBS AM
24
UBS AM
Illinois
$57.4M -$72.1M -2,762,712 -56%
MUAMU
25
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$54.9M +$2.79M +106,900 +5%