TLH icon

iShares 10-20 Year Treasury Bond ETF
TLH

Overview Fund Activity

46 hedge funds and large institutions have $165M invested in iShares 10-20 Year Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
8
Increased
17
Reduced
17
Closed
5
Calls
$820K
Puts
$1.19M
Net Calls
-$366K
Net Calls Change
+$432K

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
+$9.53M
2
Bank of America
Bank of America
North Carolina
+$7.97M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.73M
4
VKH
Virtu KCG Holdings
New York
+$6.02M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.41M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$8.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.84M
3
BCM
Bluefin Capital Management
New York
-$4.54M
4
JIR
James Investment Research
Ohio
-$3.31M
5
WCM
Wealthcare Capital Management
Virginia
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$446K +$882 +7 +0.2%
CS
27
Credit Suisse
Switzerland
$369K -$79.3K -629 -18%
Goldman Sachs
28
Goldman Sachs
New York
$317K -$296K -2,344 -48%
SWA
29
SFMG Wealth Advisors
Texas
$310K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$255K +$187K +1,483 +274%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$250K -$6.84M -54,206 -96%
BAS
32
Brown Advisory Securities
Maryland
$203K +$203K +1,617 New
AA
33
Advisory Alpha
Michigan
$151K +$43.1K +341 +40%
Northern Trust
34
Northern Trust
Illinois
$133K -$894 -711 -0.7%
Creative Planning
35
Creative Planning
Kansas
$128K -$15.5K -123 -11%
Citigroup
36
Citigroup
New York
$111K +$89.4K +710 +413%
US Bancorp
37
US Bancorp
Minnesota
$100K +$2.65K +21 +3%
AssetMark Inc
38
AssetMark Inc
California
$51K -$364K -2,894 -88%
FNBT
39
FineMark National Bank & Trust
Florida
$38K +$38K +300 New
AIG
40
American International Group
New York
$36.6K -$1.77K -14 -5%
BIM
41
BlackRock Investment Management
Delaware
$15K +$4.38K +35 +41%
Ameriprise
42
Ameriprise
Minnesota
$13K -$5K -40 -28%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$11K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$9K -$1.93K -15 -18%
OIA
45
Optimum Investment Advisors
Illinois
$8K – – –
MAA
46
Managed Account Advisors
New Jersey
$4K +$4K +29 New
WEC
47
Winslow Evans & Crocker
Massachusetts
$126 – – –
SMM
48
Stadion Money Management
Georgia
– -$8.63M -71,388 Closed
SFA
49
Sequoia Financial Advisors
Ohio
– -$732K -6,050 Closed
Jane Street
50
Jane Street
New York
– -$728K -6,017 Closed
1
2
3