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iShares 0-1 Year Treasury Bond ETF

309 hedge funds and large institutions have $8.51B invested in iShares 0-1 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 108 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 31

116% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 50

111% more capital invested

Capital invested by funds: $4.03B → $8.51B (+$4.49B)

100% more funds holding in top 10

Funds holding in top 10: 2652 (+26)

37% more funds holding

Funds holding: 225309 (+84)

14.17% more ownership

Funds ownership: 27.57%41.74% (+14%)

Holders
309
Holders Change
+84
Holders Change %
+37.33%
% of All Funds
6.89%
Holding in Top 10
52
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+100%
% of All Funds
1.16%
New
118
Increased
108
Reduced
50
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
76
Wellesley Investment Partners
Massachusetts
$10M +$732K +6,634 +8%
WAAG
77
Wealth Alliance Advisory Group
Kansas
$9.72M +$4.91M +44,461 +102%
CIBC World Market
78
CIBC World Market
Ontario, Canada
$9.66M +$9.67M +87,609 New
OMC
79
Old Mission Capital
Illinois
$9.5M +$9.5M +86,100 New
NQWM
80
Northwest Quadrant Wealth Management
Oregon
$9.35M +$9.33M +84,587 New
FIM
81
Freedom Investment Management
Connecticut
$9.26M +$563K +5,103 +6%
MWM
82
Merriman Wealth Management
Washington
$8.79M +$8.79M +79,638 New
RVPG
83
Relative Value Partners Group
$8.69M -$7.6M -68,861 -47%
MML Investors Services
84
MML Investors Services
Massachusetts
$8.35M +$5.86M +53,138 +235%
BL
85
BFSG LLC
California
$8.14M +$8.14M +73,802 New
UCFA
86
United Capital Financial Advisors
Texas
$7.77M +$7.23M +65,560 +1,343%
WIC
87
Woodmont Investment Counsel
Tennessee
$7.32M +$1.04M +9,469 +17%
JWM
88
Jackson Wealth Management
Florida
$6.9M +$6.9M +62,522 New
FIG
89
FundX Investment Group
California
$6.88M +$6.88M +62,391 New
SPIA
90
Steward Partners Investment Advisory
New York
$6.87M +$1.5M +13,564 +28%
HighTower Advisors
91
HighTower Advisors
Illinois
$6.74M +$1.83M +16,613 +37%
VR
92
Viridian RIA
Washington
$6.4M +$6.41M +58,061 New
ODIJL
93
One Day In July LLC
Vermont
$6.3M +$6.3M +57,103 New
SI
94
Stephens Inc
Arkansas
$6.23M -$152K -1,376 -2%
Citigroup
95
Citigroup
New York
$6.22M -$11.3K -102 -0.2%
GJIC
96
Gamble Jones Investment Counsel
California
$6.08M -$3.17M -28,707 -34%
APA
97
American Portfolios Advisors
New York
$6.07M +$1.7M +15,370 +39%
VAM
98
Visionary Asset Management
Texas
$5.94M +$5.94M +53,870 New
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$5.82M +$5.48M +49,686 +1,601%
PAG
100
Private Advisor Group
New Jersey
$5.79M +$5.23M +47,443 +937%