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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
BlackRock
1
BlackRock
New York
$1.19B +$30M +272,126 +3%
EIC
2
Equity Investment Corp
Georgia
$274M -$2.19M -19,883 -0.8%
Citigroup
3
Citigroup
New York
$269M +$254M +2,305,605 +1,829%
IA
4
IndexIQ Advisors
New York
$262M +$127M +1,154,714 +95%
Betterment LLC
5
Betterment LLC
New York
$240M +$8.47M +76,759 +4%
Bank of America
6
Bank of America
North Carolina
$228M +$121M +1,100,042 +114%
CC
7
Cassaday & Co
Virginia
$159M +$158M +1,429,246 +9,580%
BS
8
Banco Santander
Spain
$155M +$33M +298,745 +27%
Morgan Stanley
9
Morgan Stanley
New York
$134M +$1.53M +13,884 +1%
Ameriprise
10
Ameriprise
Minnesota
$127M +$117M +1,056,426 +1,072%
HHGA
11
Halbert Hargrove Global Advisors
California
$92.6M +$92.5M +838,723 New
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$68.5M +$68.5M +620,520 New
Wells Fargo
13
Wells Fargo
California
$63.5M +$358K +3,247 +0.6%
GC
14
Grimes & Company
Massachusetts
$62.9M +$62.8M +569,392 New
Goldman Sachs
15
Goldman Sachs
New York
$52.4M +$21.5M +194,705 +70%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$45.2M -$15.7M -142,371 -26%
SMM
17
Stadion Money Management
Georgia
$44.7M -$20.5M -185,504 -31%
RJA
18
Raymond James & Associates
Florida
$43.7M -$1.52M -13,787 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$43.4M +$16.1M +146,228 +59%
Jane Street
20
Jane Street
New York
$40.6M -$47.4M -429,867 -54%
Stifel Financial
21
Stifel Financial
Missouri
$40.1M -$1.3M -11,768 -3%
CS
22
Credit Suisse
Switzerland
$36.6M +$26.3M +238,687 +257%
JP Morgan Chase
23
JP Morgan Chase
New York
$36.4M +$33.2M +301,256 +1,057%
WCM
24
Weatherstone Capital Management
Colorado
$35.5M +$35.5M +321,551 New
UBS Group
25
UBS Group
Switzerland
$32.9M +$2.46M +22,292 +8%