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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
GJIC
51
Gamble Jones Investment Counsel
California
$7.18M +$759K +6,879 +12%
HighTower Advisors
52
HighTower Advisors
Illinois
$6.43M -$1.03M -9,340 -14%
IFWM
53
Institute for Wealth Management
Colorado
$6.03M +$3.49M +31,625 +138%
US Bancorp
54
US Bancorp
Minnesota
$5.83M +$229K +2,078 +4%
AG
55
Advisor Group
Arizona
$5.77M -$214K -1,943 -4%
WIP
56
Wellesley Investment Partners
Massachusetts
$5.45M +$115K +1,044 +2%
Lazard Asset Management
57
Lazard Asset Management
New York
$5.19M
TCM
58
Tuttle Capital Management
Connecticut
$5.04M +$4.64M +42,076 +1,182%
SPIA
59
Steward Partners Investment Advisory
New York
$4.6M +$4.57M +41,466 +20,427%
State Street
60
State Street
Massachusetts
$4.51M +$4.5M +40,807 New
FA
61
FDx Advisors
Illinois
$4.5M -$2.15M -19,495 -32%
NHC
62
Nicholas Hoffman & Company
Georgia
$4.47M +$622K +5,636 +16%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$4.24M +$290K +2,626 +7%
CCM
64
CWH Capital Management
Washington
$4.21M +$4.2M +38,108 New
VFA
65
Voya Financial Advisors
Connecticut
$4.18M -$307K -2,781 -7%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$3.93M -$3.01M -27,298 -43%
WIC
67
Woodmont Investment Counsel
Tennessee
$3.86M -$97.5K -884 -2%
KL
68
KWMG LLC
Kansas
$3.6M -$134K -1,217 -4%
QFA
69
Quattro Financial Advisors
Texas
$3.5M +$3.5M +31,685 New
AC
70
AFAM Capital
Texas
$3.47M +$3.46M +31,390 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$3.34M +$3.32M +30,075 +20,741%
APCM
72
Alaska Permanent Capital Management
Alaska
$3.1M +$534K +4,840 +21%
CC
73
Cedar Capital
Illinois
$2.83M +$2.83M +25,631 New
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$2.51M
AA
75
Alesco Advisors
New York
$2.39M -$5.52K -50 -0.2%