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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 %
BT
201
Beacon Trust
New Jersey
$609K -$38.1K -450 -6%
PAG
202
Private Advisor Group
New Jersey
$592K +$70.9K +838 +14%
William Blair & Company
203
William Blair & Company
Illinois
$587K – – –
PPA
204
Parametric Portfolio Associates
Washington
$585K -$4.84M -57,259 -89%
CPO
205
Cerity Partners OCIO
New York
$581K -$41.4K -490 -7%
BFEC
206
Benjamin F. Edwards & Company
Missouri
$580K -$141K -1,669 -20%
AI
207
Atria Investments
North Carolina
$565K -$43.8K -518 -7%
DSN
208
D. Scott Neal
Kentucky
$565K -$24.1K -285 -4%
TF
209
Trutina Financial
Washington
$546K -$21.1K -250 -4%
KFS
210
KMS Financial Services
Washington
$520K -$1.23M -14,554 -70%
TWA
211
TCI Wealth Advisors
Arizona
$510K -$17.7K -210 -3%
MIC
212
Meridian Investment Counsel
California
$504K – – –
PVH
213
Psagot Value Holdings
Israel
$503K – – –
PSUF
214
People's United Financial
Connecticut
$488K -$4.65K -55 -0.9%
HI
215
Hudock Inc
Pennsylvania
$487K -$26.8M -316,462 -98%
WA
216
WFG Advisors
Texas
$479K +$62.1K +735 +15%
SSB
217
Sandy Spring Bank
Maryland
$467K – – –
QCMC
218
Quantum Capital Management (California)
California
$465K -$55.4K -656 -11%
RJT
219
Raymond James Trust
Florida
$464K -$24.5K -289 -5%
CC
220
Courier Capital
New York
$462K – – –
BWM
221
Baystate Wealth Management
Massachusetts
$452K – – –
Lazard Asset Management
222
Lazard Asset Management
New York
$435K -$29.2M – –
AW
223
ACG Wealth
Georgia
$435K +$97.1K +1,150 +29%
DC
224
Davenport & Co
Virginia
$424K – – –
MFO
225
Marcuard Family Office
Switzerland
$424K -$845K -10,000 -67%
7 8
9
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