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iShares 1-3 Year Treasury Bond ETF

334 hedge funds and large institutions have $4.06B invested in iShares 1-3 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
9.7%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.9%
New
30
Increased
126
Reduced
118
Closed
30
Calls
$1.75M
Puts
$296K
Net Calls
+$1.45M
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
226
Benjamin F. Edwards & Company
Missouri
$427K -$152K -1,805 -26%
DC
227
Davenport & Co
Virginia
$424K
EMA
228
Efficient Market Advisors
California
$418K +$59.5K +704 +17%
KFS
229
KMS Financial Services
Washington
$417K -$103K -1,222 -20%
WA
230
WFG Advisors
Texas
$417K -$61.7K -730 -13%
TC
231
Taylor Cottrill
New Hampshire
$414K
CA
232
Capital Advantage
California
$403K -$461K -5,464 -53%
VAM
233
Visionary Asset Management
Texas
$403K +$403K +4,776 New
ICAS
234
Investors Capital Advisory Services
Massachusetts
$394K -$10.3K -122 -3%
BRWA
235
B. Riley Wealth Advisors
Florida
$375K -$281K -3,323 -43%
AW
236
ACG Wealth
Georgia
$368K -$67.7K -800 -16%
NB
237
NBT Bank
New York
$368K +$23.2K +274 +7%
CCM
238
Coldstream Capital Management
Washington
$365K -$3.97K -47 -1%
BFG
239
Beacon Financial Group
Texas
$350K -$404K -3,706 -54%
PA
240
Pinnacle Associates
New York
$349K -$74K -875 -18%
AI
241
Atria Investments
North Carolina
$346K -$219K -2,591 -39%
CWM
242
Concert Wealth Management
California
$338K +$84 +1 +0%
DADC
243
D.A. Davidson & Co
Montana
$336K -$4.21K -50 -1%
NES
244
New England Securities
New York
$331K -$73.5K -871 -18%
BFA
245
Beaumont Financial Advisors
Massachusetts
$326K -$6.34K -75 -2%
T
246
Thomaspartners
Massachusetts
$324K -$1.95K -23 -0.6%
CCFCSB
247
Cape Cod Five Cents Savings Bank
Massachusetts
$321K
MIAN
248
Mariner Independent Advisor Network
Kansas
$316K +$1.69K +20 +0.5%
BCM
249
Brookstone Capital Management
Illinois
$311K +$9.82K +116 +3%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$306K