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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
MWM
76
Modera Wealth Management
New Jersey
$2.15M
TAIM
77
TD Ameritrade Investment Management
Nebraska
$1.9M -$61.6K -558 -3%
A
78
AdvicePeriod
California
$1.87M +$41.9K +380 +2%
CCM
79
Crabel Capital Management
California
$1.85M
IFS
80
Ifrah Financial Services
Arkansas
$1.84M -$837K -7,583 -31%
SEI Investments
81
SEI Investments
Pennsylvania
$1.79M +$409K +3,704 +30%
Millennium Management
82
Millennium Management
New York
$1.68M -$4.93M -44,664 -75%
CIM
83
Cambria Investment Management
California
$1.59M +$339K +3,070 +27%
APP
84
Avantax Planning Partners
Iowa
$1.59M -$430K -3,898 -21%
Comerica Bank
85
Comerica Bank
Texas
$1.57M +$147K +1,330 +10%
CL
86
Cabana LLC
Arkansas
$1.37M -$1.36M -12,351 -50%
CIAS
87
Capital Investment Advisory Services
North Carolina
$1.34M +$746K +6,766 +126%
AssetMark Inc
88
AssetMark Inc
California
$1.2M -$892K -8,081 -43%
MBTD
89
Mechanics Bank - Trust Department
California
$1.19M +$16.9K +153 +1%
PFA
90
Pinnacle Family Advisors
Missouri
$1.19M +$1.19M +10,774 New
SC
91
Stratford Consulting
Texas
$1.17M +$1.17M +10,600 New
KeyBank National Association
92
KeyBank National Association
Ohio
$1.16M +$80.5K +730 +7%
MCP
93
Mirador Capital Partners
California
$1.13M +$1.13M +10,243 New
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.08M -$4.92M -44,612 -82%
ACI
95
Alpha Cubed Investments
California
$1.06M -$54.6K -495 -5%
ECM
96
Evergreen Capital Management
Washington
$964K +$963K +8,725 New
TIM
97
Tortoise Investment Management
New York
$924K -$50.7K -460 -5%
MHS
98
M Holdings Securities
Oregon
$896K +$895K +8,117 New
WLIM
99
White Lighthouse Investment Management
Massachusetts
$850K -$110K -1,000 -11%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$846K +$845K +7,660 New