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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
SWM
201
SeaCrest Wealth Management
New York
$14K
BWM
202
BerganKDV Wealth Management
Minnesota
$13K +$13.5K +122 New
PCP
203
Proficio Capital Partners
Massachusetts
$12K +$12K +109 New
IAS
204
IMA Advisory Services
Colorado
$11K +$11.4K +103 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$10K +$10.4K +94 New
AIP
206
Ameritas Investment Partners
Nebraska
$5K
BFC
207
Bedel Financial Consulting
Indiana
$5K
UBS AM
208
UBS AM
Illinois
$4.31K
PK
209
Pflug Koory
Nebraska
$4K
YWP
210
YorkBridge Wealth Partners
New York
$4K
CF
211
Centaurus Financial
California
$4K +$4.41K +40 New
SIS
212
Sound Income Strategies
Florida
$3K +$2.65K +24 New
B
213
Bridgeworth
Alabama
$3K +$3.31K +30 New
RCAG
214
Rehmann Capital Advisory Group
Michigan
$1.01K -$16.7K -151 -94%
RBA
215
Richard Bernstein Advisors
New York
$1K
TL
216
TrueWealth LLC
Georgia
$1K
MFRM
217
Milliman Financial Risk Management
Illinois
-$419M -3,796,834 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
-$341M -3,090,594 Closed
B
219
Bailard
California
-$56M -507,806 Closed
UCFA
220
United Capital Financial Advisors
Texas
-$28.3M -256,240 Closed
IUHSA
221
Itau Unibanco Holding S.A.
Brazil
-$23.5M -212,724 Closed
EC
222
Estate Counselors
Wisconsin
-$14.8M -134,000 Closed
AAM
223
American Asset Management
Florida
-$4.6M -41,667 Closed
Invesco
224
Invesco
Georgia
-$2.05M -18,600 Closed
Neuberger Berman Group
225
Neuberger Berman Group
New York
-$1.39M -12,581 Closed