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iShares 0-1 Year Treasury Bond ETF

217 hedge funds and large institutions have $4.34B invested in iShares 0-1 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

15% more funds holding

Funds holding: 189217 (+28)

7% more capital invested

Capital invested by funds: $4.04B → $4.34B (+$296M)

9.32% less ownership

Funds ownership: 38.39%29.08% (-9.3%)

Holders
217
Holders Change
+28
Holders Change %
+14.81%
% of All Funds
4.97%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.43%
New
53
Increased
67
Reduced
57
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFS Investments
Georgia
$32.1M +$6.85M +62,091 +27%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$29.2M +$7.9M +71,596 +37%
JIR
28
James Investment Research
Ohio
$28.4M -$15.7M -142,710 -36%
HI
29
Horizon Investments
North Carolina
$26.7M -$51.2M -464,165 -66%
3AM
30
3EDGE Asset Management
Florida
$21M -$4.15M -37,600 -17%
TSS
31
Two Sigma Securities
New York
$19.2M +$13.9M +125,551 +258%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$19M +$3.39M +30,699 +22%
RVPG
33
Relative Value Partners Group
$17.1M +$17.1M +154,965 New
FFS
34
Founders Financial Securities
Maryland
$16M -$2.55M -23,107 -14%
AWA
35
Alaska Wealth Advisors
Alaska
$15.3M +$3.78M +34,231 +33%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$15.2M +$510K +4,620 +3%
PAG
37
Pinnacle Advisory Group
Maryland
$14.9M -$113K -1,025 -0.8%
SAS
38
Sage Advisory Services
Texas
$14.4M -$3.44M -31,147 -19%
OC
39
Oppenheimer & Co
New York
$14.1M +$6.58M +59,653 +88%
LPL Financial
40
LPL Financial
California
$12.2M +$2.15M +19,484 +21%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$11.9M +$11.3M +102,562 +1,997%
Renaissance Technologies
42
Renaissance Technologies
New York
$10.3M +$1.45M +13,100 +16%
SC
43
Scotia Capital
Ontario, Canada
$10.2M +$12.1K +110 +0.1%
KSA
44
Ken Stern & Associates
California
$9.67M +$276K +2,503 +3%
Allianz Asset Management
45
Allianz Asset Management
Germany
$9.58M +$9.57M +86,765 New
MWM
46
MinichMacGregor Wealth Management
New York
$9.25M -$23.1K -209 -0.2%
FIM
47
Freedom Investment Management
Connecticut
$8.82M +$602K +5,453 +7%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$8.69M +$8.68M +78,649 New
HI
49
Hudock Inc
Pennsylvania
$7.96M +$7.95M +72,108 New
SI
50
Stephens Inc
Arkansas
$7.56M +$7.55M +68,461 New