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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

362 hedge funds and large institutions have $3.93B invested in iShares 1-3 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 88 increasing their positions, 164 reducing their positions, and 29 closing their positions.

Holders
362
Holders Change
+28
Holders Change %
+8.38%
% of All Funds
9.66%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
63
Increased
88
Reduced
164
Closed
29
Calls
$1.48M
Puts
–
Net Calls
+$1.48M
Net Calls Change
+$25K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$222M
2
FI
2
FormulaFolio Investments
Michigan
$36.3M
3
MAA
3
Managed Account Advisors
New Jersey
$73.8M
4
CPS
4
Counsel Portfolio Services
Ontario, Canada
$71.8M
5
MLM
5
Mount Lucas Management
Pennsylvania
$71.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$369M
2
Morgan Stanley
2
Morgan Stanley
New York
$343M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$5M
4
SAS
4
Sage Advisory Services
Texas
$12.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$52.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$369M 4,369,217 -2,398,215 -35%
Morgan Stanley
2
Morgan Stanley
New York
$343M 4,056,254 -1,001,822 -20%
Wells Fargo
3
Wells Fargo
California
$234M 2,765,722 +16,575 +0.6%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$233M 2,758,479 +128,371 +5%
UBS Group
5
UBS Group
Switzerland
$222M 2,631,373 +2,631,373 New
BIT
6
BlackRock Institutional Trust
California
$169M 2,004,157 +51,473 +3%
LTI
7
Laffer Tengler Investments
Tennessee
– – -1,621 Closed
GB
8
Gunma Bank
Japan
$126M 1,497,000 – –
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$83.5M 988,864 +13,327 +1%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$82.8M 980,188 +53,465 +6%
WIM
11
Windhaven Investment Management
Massachusetts
$81.6M 966,129 -47,055 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$79.5M 941,684 -150,290 -14%
MAA
13
Managed Account Advisors
New Jersey
$73.8M 874,131 +362,172 +71%
IA
14
IndexIQ Advisors
New York
$73.1M 865,912 +121,347 +16%
MLM
15
Mount Lucas Management
Pennsylvania
$71.8M 849,753 +278,118 +49%
CPS
16
Counsel Portfolio Services
Ontario, Canada
$71.8M 849,753 +278,118 +49%
JIR
17
James Investment Research
Ohio
– – – –
WI
18
WBI Investments
New Jersey
$55.6M 658,413 +10,569 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$52.8M 625,300 -181,879 -23%
KeyBank National Association
20
KeyBank National Association
Ohio
$49.4M 585,243 -90,656 -13%
Millennium Management
21
Millennium Management
New York
$47.9M 566,882 +45,150 +9%
Stifel Financial
22
Stifel Financial
Missouri
$42M 497,502 -5,875 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$37.6M 445,046 -145,960 -25%
EA
24
Efficient Advisors
Ohio
$37.4M 442,712 -2,304 -0.5%
FI
25
FormulaFolio Investments
Michigan
$36.3M 430,317 +430,317 New
1
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