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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 %
RFA
326
Reilly Financial Advisors
California
$14K +$12K +142 +617%
S
327
SignatureFD
Georgia
$13K +$13K +153 New
CFN
328
Cordasco Financial Network
Florida
$12K – – –
FNBT
329
FineMark National Bank & Trust
Florida
$12K +$12K +145 New
VIA
330
Vantage Investment Advisors
Pennsylvania
$11K – – –
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
AllianceBernstein
332
AllianceBernstein
Tennessee
$7K +$7K +83 New
FANJ
333
Financial Architects (New Jersey)
New Jersey
$6K +$6K +71 New
First Manhattan
334
First Manhattan
New York
$5K – – –
CHAM
335
Clear Harbor Asset Management
Connecticut
$3K +$3K +30 New
NFG
336
Next Financial Group
Texas
$3K +$3K +33 New
EWM
337
Evercore Wealth Management
New York
$1K -$425K -5,947 -100%
MA
338
MCF Advisors
Kentucky
$1K -$162K -2,753 -99%
Prudential Financial
339
Prudential Financial
New Jersey
– -$28.8M -340,700 Closed
AIM
340
Astor Investment Management
Illinois
– -$16.8M -198,756 Closed
Jane Street
341
Jane Street
New York
– -$5.68M -67,212 Closed
Two Sigma Investments
342
Two Sigma Investments
New York
– -$2.79M -33,064 Closed
BlackRock
343
BlackRock
New York
– -$1.87M -22,087 Closed
VAM
344
Visionary Asset Management
Texas
– -$1.27M -15,086 Closed
ACM
345
Argentus Capital Management
Texas
– -$1.07M -12,713 Closed
LPT
346
Legacy Private Trust
Wisconsin
– -$982K -11,634 Closed
ACM
347
Aviance Capital Management
Florida
– -$894K -10,588 Closed
SIA
348
Spruce Investment Advisors
Connecticut
– -$342K -4,044 Closed
Nomura Holdings
349
Nomura Holdings
Japan
– -$338K -4,000 Closed
BIA
350
Biondo Investment Advisors
Pennsylvania
– -$288K -3,405 Closed
11 12 13
14
15