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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 %
BAC
176
Boys Arnold & Co
North Carolina
$890K -$33.8K -400 -4%
CA
177
Capital Advantage
California
$866K -$5.02M -59,363 -85%
SI
178
SII Investments
Wisconsin
$854K -$93.3K -1,101 -10%
HR
179
Howe & Rusling
New York
$852K +$852K +10,071 New
VFS
180
VSR Financial Services
Kansas
$836K -$121K -1,427 -13%
LG
181
LaFleur & Godfrey
Michigan
$835K -$127K -1,500 -13%
ST
182
Spinnaker Trust
Maine
$834K -$56.3K -665 -6%
CS
183
Comerica Securities
Michigan
$820K +$58.7K +694 +8%
PGFC
184
Peapack-Gladstone Financial Corp
New Jersey
$811K -$16.9K -200 -2%
BOTW
185
Bank of the West
California
$807K -$1.17M -13,799 -59%
KWMG
186
King Wealth Management Group
Florida
$807K -$17.9K -212 -2%
HCA
187
Harbour Capital Advisors
Virginia
$803K – – –
I2I
188
Insight 2811 Inc
Illinois
$769K – – –
EAM
189
Evanson Asset Management
California
$759K -$4.48K -53 -0.6%
OIA
190
Optimum Investment Advisors
Illinois
$757K -$191K -2,260 -20%
BFG
191
Beacon Financial Group
Texas
$730K +$402K +3,811 +123%
CA
192
Cetera Advisors
Colorado
$678K +$121K +1,440 +22%
PGA
193
Portland Global Advisors
Maine
$658K +$658K +7,779 New
SHA
194
Smith Hayes Advisers
Nebraska
$627K +$67.6K +800 +12%
BAS
195
Brown Advisory Securities
Maryland
$622K -$3.38K -40 -0.5%
WS
196
Wedbush Securities
California
$621K -$9.31K -110 -1%
GIM
197
Goelzer Investment Management
Indiana
$621K +$621K +7,347 New
JCM
198
Jag Capital Management
Missouri
$617K +$617K +7,302 New
AIS
199
American Investment Services
Massachusetts
$615K +$2.54K +30 +0.4%
BJL
200
Brighton Jones LLC
Washington
$614K +$7.36K +87 +1%
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