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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
BWM
126
Buckley Wealth Management
Nevada
$272K -$26.2K -238 -9%
CS
127
Comerica Securities
Michigan
$267K -$15.2K -138 -5%
WA
128
Winfield Associates
Ohio
$264K
KWA
129
KCS Wealth Advisory
California
$259K +$258K +2,344 New
CONA
130
Capital One National Association
New York
$242K +$241K +2,189 New
Bank of New York Mellon
131
Bank of New York Mellon
New York
$238K +$238K +2,159 New
DWM
132
Destination Wealth Management
California
$231K -$44.3K -402 -16%
AWE
133
Avidian Wealth Enterprises
Texas
$231K +$231K +2,091 New
IA
134
IFP Advisors
Florida
$216K
Baird Financial Group
135
Baird Financial Group
Wisconsin
$213K +$2.21K +20 +1%
Wolverine Trading
136
Wolverine Trading
Illinois
$211K -$142K -1,291 -40%
SSB
137
Sandy Spring Bank
Maryland
$211K
AMIM
138
Aull & Monroe Investment Management
Alabama
$204K -$5.96K -54 -3%
ASN
139
Advisory Services Network
Georgia
$196K -$58.7K -532 -23%
RE
140
RBC Europe
United Kingdom
$188K +$28.1K +255 +18%
RCA
141
Rowland Carmichael Advisors
Arizona
$179K +$91.1K +826 +104%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$173K +$92.6K +840 +116%
SWP
143
Stratos Wealth Partners
Ohio
$141K -$47.3K -429 -25%
MAM
144
Meeder Asset Management
Ohio
$140K -$65.7K -596 -32%
TFA
145
Transamerica Financial Advisors
Florida
$133K +$44K +399 +50%
FCMT
146
Founders Capital Management (Texas)
Texas
$118K
SAM
147
Shamrock Asset Management
Texas
$100K
MFW
148
Mosaic Family Wealth
Missouri
$96K
AIA
149
Arcadia Investment Advisors
Idaho
$88.4K -$16.5K -150 -16%
MIFH
150
Migdal Insurance & Financial Holdings
Israel
$88K