Buttonwood 13F annual report

Buttonwood is an investment fund managing more than $175 billion ran by Jon Mcgraw. There are currently 9 companies in Mr. Mcgraw’s portfolio. The largest investments include Spdr Ser Tr and Blackrock Etf Trust, together worth $90.3 billion.

$175 billion Assets Under Management (AUM)

As of 3rd July 2024, Buttonwood’s top holding is 1,187,920 shares of Spdr Ser Tr currently worth over $67.3 billion and making up 38.4% of the portfolio value. In addition, the fund holds 484,682 shares of Blackrock Etf Trust worth $23 billion. The third-largest holding is Ishares Tr worth $55.4 billion and the next is American Centy Etf Tr worth $16.2 billion, with 179,336 shares owned.

Currently, Buttonwood's portfolio is worth at least $175 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Buttonwood

The Buttonwood office and employees reside in Kansas City, Missouri. According to the last 13-F report filed with the SEC, Jon Mcgraw serves as the President/CCO at Buttonwood.

Recent trades

In the most recent 13F filing, Buttonwood revealed that it had opened a new position in Ishares Tr and bought 5,020 shares worth $221 million.

The investment fund also strengthened its position in Blackrock Etf Trust by buying 172,637 additional shares. This makes their stake in Blackrock Etf Trust total 484,682 shares worth $23 billion.

On the other hand, there are companies that Buttonwood is getting rid of from its portfolio. Buttonwood closed its position in Ishares Tr on 10th July 2024. It sold the previously owned 30,209 shares for $2.52 billion. Jon Mcgraw also disclosed a decreased stake in Spdr Ser Tr by approximately 0.1%. This leaves the value of the investment at $67.3 billion and 1,187,920 shares.

One of the smallest hedge funds

The two most similar investment funds to Buttonwood are Beacon Investment Advisors and John & Kathleen Schreiber Foundation. They manage $175 billion and $175 billion respectively.

The complete list of Buttonwood trades based on 13F SEC filings

These positions were updated on July 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Spdr Ser Tr	9.20% 1,187,920	$67,336,364,000	38.41%
Blackrock Etf Trust	55.32% 484,682	$22,984,159,000	13.11%
Ishares Tr	9.55% 601,435	$55,378,525,000	31.59%
American Centy Etf Tr	1.74% 179,336	$16,177,835,000	9.23%
Columbia Etf Tr Ii	30.38% 173,172	$5,527,648,000	3.15%
Vanguard World Fd	1.21% 19,025	$3,771,519,000	2.15%
Blackrock Etf Trust Ii	6.45% 48,685	$2,527,286,000	1.44%
Ishares Tr	Closed 30,209	$2,524,846,000
Vanguard Whitehall Fds	5.82% 22,215	$1,386,198,000	0.79%
Ishares Tr	Opened 5,020	$220,837,000	0.13%
No transactions found
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