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iShares 0-1 Year Treasury Bond ETF

189 hedge funds and large institutions have $4.04B invested in iShares 0-1 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

99% more capital invested

Capital invested by funds: $2.03B → $4.04B (+$2.01B)

90% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 39

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

24% more funds holding

Funds holding: 152189 (+37)

6.53% more ownership

Funds ownership: 31.86%38.39% (+6.5%)

Holders
189
Holders Change
+37
Holders Change %
+24.34%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.37%
New
53
Increased
74
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$5.6M +$1.63M +14,742 +41%
TSS
52
Two Sigma Securities
New York
$5.37M +$4.1M +37,221 +326%
WIP
53
Wellesley Investment Partners
Massachusetts
$5.33M +$667K +6,050 +14%
AAM
54
American Asset Management
Florida
$4.6M +$400K +3,630 +10%
VFA
55
Voya Financial Advisors
Connecticut
$4.49M -$150K -1,363 -3%
WIC
56
Woodmont Investment Counsel
Tennessee
$3.96M -$477K -4,322 -11%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$3.95M +$479K +4,343 +14%
NHC
58
Nicholas Hoffman & Company
Georgia
$3.85M +$3.84M +34,850 New
KL
59
KWMG LLC
Kansas
$3.73M -$765K -6,941 -17%
JP Morgan Chase
60
JP Morgan Chase
New York
$3.14M +$2.7M +24,490 +612%
IFS
61
Ifrah Financial Services
Arkansas
$2.67M +$27.8K +252 +1%
MPPLM
62
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.63M +$2.47M +22,409 +1,549%
APCM
63
Alaska Permanent Capital Management
Alaska
$2.56M +$102K +922 +4%
IFWM
64
Institute for Wealth Management
Colorado
$2.53M +$2.05M +18,597 +438%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$2.51M +$815K +7,392 +48%
AA
66
Alesco Advisors
New York
$2.39M -$23.2K -210 -1%
MWM
67
Modera Wealth Management
New Jersey
$2.15M +$2.15M +19,459 New
AssetMark Inc
68
AssetMark Inc
California
$2.09M +$2.08M +18,890 +24,855%
BCM
69
Brasada Capital Management
Texas
$2.06M +$1.42M +12,859 +220%
Invesco
70
Invesco
Georgia
$2.05M +$1.43M +12,932 +228%
APP
71
Avantax Planning Partners
Iowa
$2.02M +$2.01M +18,257 New
TAIM
72
TD Ameritrade Investment Management
Nebraska
$1.96M -$19.3K -175 -1%
CCM
73
Crabel Capital Management
California
$1.85M +$474K +4,302 +35%
A
74
AdvicePeriod
California
$1.82M +$222K +2,010 +14%
HH
75
Hilltop Holdings
Texas
$1.74M +$1.74M +15,787 New