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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
UBS
Switzerland
$173M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$213M
3
IA
IndexIQ Advisors
New York
$70.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$93.3M
5
SAS
Sage Advisory Services
Texas
$30.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$206M
2
CC
Curian Capital
Colorado
$230K
3
JIR
James Investment Research
Ohio
$75.3M
4
Morgan Stanley
Morgan Stanley
New York
$396M
5
Lazard Asset Management
Lazard Asset Management
New York
$435K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Shaker Investments
Ohio
$2.06M -$200K -2,370 -9%
PCA
127
Peddock Capital Advisors
Massachusetts
$2.04M +$107K +1,260 +6%
IHL
128
Investment House LLC
California
$2.03M -$58.9K -697 -3%
BSB
129
Bangor Savings Bank
Maine
$2.01M +$55.3K +654 +3%
VF
130
Virtu Financial
New York
$1.92M +$1.92M +22,743 New
PI
131
PineBridge Investments
New York
$1.9M – – –
MFS
132
MSI Financial Services
Massachusetts
$1.86M -$1.1K -13 -0.1%
NIC
133
Northwest Investment Counselors
Oregon
$1.81M +$549K +6,489 +44%
AFIA
134
America First Investment Advisors
Nebraska
$1.8M -$64.7K -765 -3%
SFT
135
Simmons First Trust
Arkansas
$1.71M -$157K -1,860 -8%
SPL
136
Smart Portfolios LLC
Washington
$1.71M +$1.71M +20,195 New
Comerica Bank
137
Comerica Bank
Texas
$1.7M -$150K -1,779 -8%
SC
138
Scotia Capital
Ontario, Canada
$1.66M +$97.3K +1,150 +6%
PP
139
Palladium Partners
Virginia
$1.63M +$25.7K +304 +2%
ST
140
Sentinel Trust
Texas
$1.63M -$216K -2,549 -12%
BEC
141
Blue Edge Capital
Virginia
$1.62M +$1.62M +19,174 New
IFA
142
Interactive Financial Advisors
Illinois
$1.62M +$71.9K +850 +5%
SFG
143
SNS Financial Group
Minnesota
$1.61M +$207K +2,443 +15%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$1.59M +$99.5K +1,176 +7%
CWP
145
Capital Wealth Planning
Florida
$1.59M +$825K +9,765 +108%
BCMIO
146
Beacon Capital Management Inc (Ohio)
Ohio
$1.57M -$157K -1,857 -9%
WB
147
Webster Bank
Connecticut
$1.5M -$18.5K -219 -1%
VC
148
Vicus Capital
Pennsylvania
$1.42M -$2.85M -33,692 -67%
ECAM
149
East Coast Asset Management
Massachusetts
$1.42M – – –
TAT
150
TD Ameritrade Trust
Colorado
$1.4M +$24.2K +286 +2%
4 5
6
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