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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
SC
101
Scotia Capital
Ontario, Canada
$5.48M -$12.3M -111,250 -69%
Wolverine Trading
102
Wolverine Trading
Illinois
$5.34M +$184K +1,671 +4%
MPW
103
MA Private Wealth
California
$5.34M +$5.34M +48,383 New
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$5.04M +$282K +2,558 +6%
CAIMH
105
Central Asset Investments & Management Holdings
Hong Kong
$4.96M -$5.03M -45,600 -50%
IWC
106
Integrated Wealth Concepts
Massachusetts
$4.93M +$4.93M +44,692 New
NHC
107
Nicholas Hoffman & Company
Georgia
$4.72M +$389K +3,526 +9%
LPWM
108
Lake Point Wealth Management
Texas
$4.68M +$4.68M +42,397 New
CC
109
Cedar Capital
Illinois
$4.56M +$3.83M +34,717 +521%
SGCA
110
Steel Grove Capital Advisors
Tennessee
$4.46M +$4.47M +40,470 New
SB
111
Suntrust Banks
Georgia
$4.38M +$3.01M +27,291 +219%
QFA
112
Quattro Financial Advisors
Texas
$4.35M -$2.35M -21,256 -35%
CC
113
Cadinha & Co
Hawaii
$4.25M +$3.6M +32,589 +551%
EIA
114
Eldridge Investment Advisors
New Hampshire
$4.2M +$4.2M +38,089 New
Kovitz Investment Group Partners
115
Kovitz Investment Group Partners
Illinois
$3.9M +$3.91M +35,394 New
VCM
116
Virtue Capital Management
Tennessee
$3.83M +$3.83M +34,685 New
KL
117
KWMG LLC
Kansas
$3.73M -$369K -3,343 -9%
MAFM
118
Mid Atlantic Financial Management
Pennsylvania
$3.62M +$3.62M +32,795 New
EAMA
119
EFG Asset Management (Americas)
Florida
$3.42M +$3.42M +31,026 New
CCM
120
CWH Capital Management
Washington
$3.42M -$225K -2,035 -6%
APCM
121
Alaska Permanent Capital Management
Alaska
$3.42M +$413K +3,741 +14%
DAS
122
Dynamic Advisor Solutions
Arizona
$3.41M +$3.41M +30,897 New
FSA
123
Financial Sense Advisors
California
$3.35M +$3.35M +30,372 New
MWM
124
Modera Wealth Management
New Jersey
$3.15M
CA
125
Calton & Associates
Florida
$2.99M +$2.99M +27,119 New