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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$572M
2
WI
2
WBI Investments
New Jersey
$54.7M
3
CPS
3
Counsel Portfolio Services
Ontario, Canada
$48.3M
4
MLM
4
Mount Lucas Management
Pennsylvania
$48.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$427M

Top Sellers

1
HFS
1
HL Financial Services
Kentucky
$5.92M
2
SF
2
Synovus Financial
Georgia
$13.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$1.49M
4
IA
4
IndexIQ Advisors
New York
$62.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$227K
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
51
Lazard Asset Management
New York
– – – –
US Bancorp
52
US Bancorp
Minnesota
$13M 153,525 -12,413 -7%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$12.8M 150,874 +8,284 +6%
UCFA
54
United Capital Financial Advisors
Texas
$11.3M 133,872 +25,278 +23%
Fisher Asset Management
55
Fisher Asset Management
Washington
$11.1M 131,194 -1,815 -1%
PAG
56
Pinnacle Advisory Group
Maryland
$10.7M 126,800 +8,872 +8%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$10.1M 118,962 -67,164 -36%
KIM
58
Karpus Investment Management
New York
$9.54M 112,914 -3,785 -3%
B
59
Baird
Wisconsin
$9.49M 112,255 +7,622 +7%
ECM
60
ETrade Capital Management
Virginia
$9.41M 111,380 +11,925 +12%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$8.41M 99,482 -3,367 -3%
CB
62
Commerce Bank
Missouri
$8.37M 98,985 +250 +0.3%
Luther King Capital Management (LKCM)
63
Luther King Capital Management (LKCM)
Texas
$8M 94,620 -820 -0.9%
LYV
64
Live Your Vision
Pennsylvania
$7.98M 94,106 +11,391 +14%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$7.95M 94,059 +8,466 +10%
VA
66
Valmark Advisers
Ohio
$7.85M 92,867 +656 +0.7%
VC
67
Vicus Capital
Pennsylvania
$7.81M 92,400 +75,562 +449%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$7.78M 92,028 +20,467 +29%
FAAM
69
First Allied Asset Management
California
$7.69M 91,005 -3,642 -4%
MMA
70
Miracle Mile Advisors
California
$7.45M 88,102 +88,102 New
LIM
71
Leavell Investment Management
Alabama
$7.22M 85,456 -1,068 -1%
EC
72
Estate Counselors
Wisconsin
$6.99M 82,710 – –
FT
73
Fiduciary Trust
Massachusetts
$6.78M 80,248 -3,733 -4%
VNB
74
Valley National Bancorp
New York
$6.62M 78,337 +31,725 +68%
AA
75
Advisory Alpha
Michigan
$6.47M 76,509 +1,641 +2%
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3
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