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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

335 hedge funds and large institutions have $3.6B invested in iShares 1-3 Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 137 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-7
Holders Change %
-2.05%
% of All Funds
9.63%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.69%
New
29
Increased
110
Reduced
137
Closed
34
Calls
$803K
Puts
–
Net Calls
+$803K
Net Calls Change
+$803K

Top Buyers

1
U
1
UBS
Switzerland
$173M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$213M
3
IA
3
IndexIQ Advisors
New York
$70.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$93.3M
5
SAS
5
Sage Advisory Services
Texas
$30.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$206M
2
CC
2
Curian Capital
Colorado
$230K
3
JIR
3
James Investment Research
Ohio
$75.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$396M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$435K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Pinnacle Associates
New York
$423K -$6.35K -75 -1%
TC
227
Taylor Cottrill
New Hampshire
$414K -$25.3K -300 -6%
ICAS
228
Investors Capital Advisory Services
Massachusetts
$405K -$6.85K -81 -2%
NES
229
New England Securities
New York
$405K +$1.69K +20 +0.4%
CIBC World Market
230
CIBC World Market
Ontario, Canada
$397K +$63.8K +755 +19%
CCM
231
Coldstream Capital Management
Washington
$370K -$123K -1,451 -25%
PAIM
232
Punch & Associates Investment Management
Minnesota
$363K -$228K -2,700 -39%
EMA
233
Efficient Market Advisors
California
$358K -$52.9K -626 -13%
NB
234
NBT Bank
New York
$345K -$186K -2,198 -35%
DADC
235
D.A. Davidson & Co
Montana
$340K +$73.5K +874 +28%
CWM
236
Concert Wealth Management
California
$333K -$187K -2,246 -36%
BFA
237
Beaumont Financial Advisors
Massachusetts
$332K -$1.85M -21,852 -85%
BRWA
238
B. Riley Wealth Advisors
Florida
$329K +$82.2K +1,941 +33%
LWI
239
Long Wharf Investors
Massachusetts
$327K – – –
T
240
Thomaspartners
Massachusetts
$326K -$5.08K -60 -2%
DWA
241
Dorsey Wright & Associates
California
$323K -$183K -2,159 -36%
PWM
242
Perigon Wealth Management
California
$322K +$12.7K +150 +4%
CCFCSB
243
Cape Cod Five Cents Savings Bank
Massachusetts
$321K +$54.3K +643 +20%
MIAN
244
Mariner Independent Advisor Network
Kansas
$314K +$314K +3,719 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$306K -$100K -1,183 -25%
BCM
246
Brookstone Capital Management
Illinois
$301K -$15.5K -183 -5%
CT
247
Coastline Trust
Rhode Island
$301K – – –
ACM
248
Avalon Capital Management
California
$296K +$35.6K +421 +14%
DBIA
249
Dumont & Blake Investment Advisors
New Jersey
$283K -$2.96K -35 -1%
WCA
250
Westover Capital Advisors
Delaware
$282K -$31.5K -372 -10%
8 9
10
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