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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

44 hedge funds and large institutions have $123M invested in iShares 10-20 Year Treasury Bond ETF in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
17
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFA
Interactive Financial Advisors
Illinois
$4.38M
2
Morgan Stanley
Morgan Stanley
New York
$7.47M
3
Truist Financial
Truist Financial
North Carolina
$2.51M
4
U
UBS
Switzerland
$5.7M
5
SNC
Stifel Nicolaus & Co
Missouri
$850K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$16.1M
2
JIR
James Investment Research
Ohio
$5.73M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.22M
4
KeyBank National Association
KeyBank National Association
Ohio
$6.86M
5
BCM
Bluefin Capital Management
New York
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$531K +$531K +4,240 New
MFS
27
MSI Financial Services
Massachusetts
$453K +$8.27K +66 +2%
CA
28
Commerzbank Aktiengesellschaft
Germany
$412K +$412K +3,292 New
DS
29
DRW Securities
Illinois
$313K +$313K +2,473 New
SWA
30
SFMG Wealth Advisors
Texas
$308K -$747K -5,970 -71%
PI
31
PineBridge Investments
New York
$286K +$125K +1,000 +78%
BAS
32
Brown Advisory Securities
Maryland
$202K +$376 +3 +0.2%
Creative Planning
33
Creative Planning
Kansas
$158K +$13K +104 +9%
Northern Trust
34
Northern Trust
Illinois
$129K +$359 +287 +0.3%
HS
35
HighVista Strategies
Massachusetts
$126K -$18.1K -145 -13%
US Bancorp
36
US Bancorp
Minnesota
$93K +$17.9K +143 +24%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$62K -$3.63M -42,838 -98%
Citigroup
38
Citigroup
New York
$45K -$227K -1,821 -83%
Ameriprise
39
Ameriprise
Minnesota
$17K -$53.7K -417 -76%
NES
40
New England Securities
New York
$16K +$2.82K +22 +21%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$14K +$8.91K +70 +175%
AIG
42
American International Group
New York
$9.64K -$99.4K -794 -91%
OIA
43
Optimum Investment Advisors
Illinois
$8K +$8K +60 New
MA
44
MUFG Americas
New York
$5K +$5K +42 New
WA
45
WFG Advisors
Texas
$3K +$150 +1 +5%
JG
46
Jefferies Group
New York
$2K +$2K +19 New
LS
47
Lattice Strategies
Pennsylvania
– -$3.34M -26,425 Closed
Natixis Advisors
48
Natixis Advisors
Massachusetts
– -$1.2M -9,455 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$1.07M -8,448 Closed
BTS
50
BB&T Securities
Virginia
– -$8.32K -6,577 Closed
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