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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
MFRM
1
Milliman Financial Risk Management
Illinois
$1.86B +$1.86B +16,863,844 New
Betterment LLC
2
Betterment LLC
New York
$635M +$228M +2,065,873 +56%
BlackRock
3
BlackRock
New York
$396M -$346M -3,133,547 -47%
IA
4
IndexIQ Advisors
New York
$385M +$121M +1,099,471 +46%
Bank of America
5
Bank of America
North Carolina
$382M +$171M +1,552,177 +81%
Morgan Stanley
6
Morgan Stanley
New York
$363M +$195M +1,765,893 +116%
HI
7
Horizon Investments
North Carolina
$304M +$296M +2,684,097 +3,891%
Wells Fargo
8
Wells Fargo
California
$269M +$131M +1,188,684 +95%
GC
9
Grimes & Company
Massachusetts
$250M +$152M +1,374,116 +154%
AssetMark Inc
10
AssetMark Inc
California
$227M +$220M +1,997,220 +3,153%
EIC
11
Equity Investment Corp
Georgia
$206M -$52.7M -477,487 -20%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$203M +$197M +1,789,561 +3,445%
Ameriprise
13
Ameriprise
Minnesota
$197M +$56M +507,605 +40%
CC
14
Cassaday & Co
Virginia
$165M -$1.74M -15,807 -1%
Stifel Financial
15
Stifel Financial
Missouri
$161M +$112M +1,012,754 +229%
BS
16
Banco Santander
Spain
$157M -$8.05M -72,968 -5%
CCMG
17
Clark Capital Management Group
Pennsylvania
$138M +$138M +1,248,052 New
PI
18
PFS Investments
Georgia
$129M +$129M +1,170,537 New
UBS Group
19
UBS Group
Switzerland
$122M +$93.7M +849,320 +332%
HHGA
20
Halbert Hargrove Global Advisors
California
$91.6M -$912K -8,262 -1%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$77.9M +$77.9M +705,873 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$74.1M +$23.6M +214,235 +47%
B
23
Bailard
California
$56.7M +$56.7M +513,630 New
JP Morgan Chase
24
JP Morgan Chase
New York
$56.2M +$15.3M +138,923 +37%
MMA
25
Miracle Mile Advisors
California
$52.4M +$52.4M +474,902 New