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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 %
Franklin Resources
251
Franklin Resources
California
$278K +$278K +3,289 New
HCM
252
HM Capital Management
Missouri
$276K -$3.88K -46 -1%
Bessemer Group
253
Bessemer Group
New Jersey
$272K +$272K +3,215 New
HK
254
Horizon Kinetics
New York
$268K – – –
BJ
255
BlackRock Japan
Japan
$265K -$9.81K -116 -4%
SC
256
SouthState Corp
Florida
$264K -$14K -166 -5%
DJSG
257
D.J. St. Germain
Massachusetts
$264K – – –
NIM
258
Northeast Investment Management
Massachusetts
$262K – – –
Mariner
259
Mariner
Kansas
$261K -$1.23M -14,504 -82%
SIC
260
Shoker Investment Counsel
Ohio
$254K -$106K -1,257 -29%
BPC
261
Banque Pictet & Cie
Switzerland
$254K – – –
WB
262
WesBanco Bank
West Virginia
$247K +$247K +2,920 New
ACS
263
Archford Capital Strategies
Illinois
$247K +$1.86K +22 +0.8%
LWM
264
Lyons Wealth Management
Florida
$238K – – –
CCT
265
Country Club Trust
Missouri
$237K -$8.02K -95 -3%
CTC
266
Central Trust Company
Missouri
$233K -$30.4K -360 -12%
CC
267
Curian Capital
Colorado
$230K -$110M -1,301,660 -100%
PWW
268
Pettyjohn Wood & White
Virginia
$228K – – –
CAM
269
Congress Asset Management
Massachusetts
$224K -$86.5K -1,022 -28%
HJA
270
Hugh Johnson Advisors
New York
$223K -$844 -10 -0.4%
AA
271
Ancora Advisors
Ohio
$211K -$42.2K -500 -17%
HCMT
272
Highland Capital Management (Tennessee)
Tennessee
$211K -$30.6K -362 -13%
IH
273
IFC Holdings
Florida
$207K -$472K -5,658 -69%
CFMC
274
Curbstone Financial Management Corp
New Hampshire
$204K – – –
WA
275
Winfield Associates
Ohio
$203K -$27.2K -322 -12%
9 10
11
12 13