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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

362 hedge funds and large institutions have $3.93B invested in iShares 1-3 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 88 increasing their positions, 164 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+28
Holders Change %
+8.38%
% of All Funds
9.66%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
63
Increased
88
Reduced
164
Closed
29
Calls
$1.48M
Puts
–
Net Calls
+$1.48M
Net Calls Change
+$25K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$73.8M
2
CPS
Counsel Portfolio Services
Ontario, Canada
$71.8M
3
MLM
Mount Lucas Management
Pennsylvania
$71.8M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$233M
5
IA
IndexIQ Advisors
New York
$73.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$369M
2
JIR
James Investment Research
Ohio
$67.2M
3
Morgan Stanley
Morgan Stanley
New York
$343M
4
BCI
Brinker Capital Investments
Pennsylvania
$5M
5
SAS
Sage Advisory Services
Texas
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Aldebaran Financial
$203K – – –
CTC
302
Central Trust Company
Missouri
$199K -$33.8K -400 -15%
CB
303
Community Bank
New York
$180K +$180K +2,134 New
MCM
304
MV Capital Management
Maryland
$166K +$166K +1,966 New
WA
305
Winfield Associates
Ohio
$161K – – –
TF
306
Tompkins Financial
New York
$153K +$153K +1,807 New
AF
307
Arrow Financial
New York
$144K +$93.2K +1,100 +183%
WA
308
WFG Advisors
Texas
$140K -$276K -3,276 -66%
NSIM
309
North Star Investment Management
Illinois
$135K -$6.18K -73 -4%
RIA
310
Regal Investment Advisors
Michigan
$129K – – –
ASN
311
Advisory Services Network
Georgia
$125K +$125K +1,479 New
1832 Asset Management
312
1832 Asset Management
Ontario, Canada
$120K +$120K +1,425 New
SIA
313
Stancorp Investment Advisers
Oregon
$118K +$118K +1,396 New
FHA
314
First Horizon Advisors
Tennessee
$115K -$12.6K -150 -10%
S
315
SignatureFD
Georgia
$106K +$106K +1,250 New
AP
316
Atwood & Palmer
Missouri
$105K – – –
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$101K +$101K +1,200 New
GGPS
318
Gary Goldberg Planning Services
New York
$100K – – –
BRWM
319
B. Riley Wealth Management
Tennessee
$98K +$50.8K +607 +107%
CWM
320
Cranbrook Wealth Management
Michigan
$85K – – –
WCM
321
Wealthcare Capital Management
Virginia
$84K – – –
BFEC
322
Benjamin F. Edwards & Company
Missouri
$73K -$356K -4,196 -83%
AC
323
Alexandria Capital
Virginia
$65K – – –
KT
324
Kanaly Trust
Texas
$60K -$72.3K -853 -55%
Thrivent Financial for Lutherans
325
Thrivent Financial for Lutherans
Minnesota
$57K -$27.6K -325 -33%
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