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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

94 hedge funds and large institutions have $472M invested in iShares 10-20 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+19
Holders Change %
+25.33%
% of All Funds
2.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
24
Increased
40
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
$53.6M
2
Wells Fargo
Wells Fargo
California
$70.5M
3
Morgan Stanley
Morgan Stanley
New York
$52.7M
4
SG Americas Securities
SG Americas Securities
New York
$23M
5
UBS Group
UBS Group
Switzerland
$42.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.21M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$5.35M
4
ASN
Advisory Services Network
Georgia
$80K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$2.7M +$2.23M +15,790 +484%
SGI
27
Swan Global Investments
Colorado
$2.32M +$2.32M +16,514 New
UB
28
UMB Bank
Missouri
$2.29M +$2.29M +16,207 New
WCM
29
Wealthcare Capital Management
Virginia
$2.27M – – –
SI
30
Stephens Inc
Arkansas
$2.09M +$2.09M +14,740 New
FMP
31
Financial Management Professionals
Texas
$1.9M +$1.9M +13,435 New
HI
32
Hudock Inc
Pennsylvania
$1.8M +$1.8M +12,729 New
CIC
33
Cutler Investment Counsel
Oregon
$1.79M +$173K +1,223 +11%
Truist Financial
34
Truist Financial
North Carolina
$1.57M -$176K -1,240 -10%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$1.56M -$67.2K -475 -4%
SF
36
Synovus Financial
Georgia
$1.4M +$21.1K +149 +2%
HFS
37
HL Financial Services
Kentucky
$1.28M +$1.28M +9,073 New
UCFA
38
United Capital Financial Advisors
Texas
$1.24M -$1.05M -7,428 -46%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.21M -$2.26M -15,955 -65%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.21M +$946K +6,682 +361%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.15M +$329K +2,324 +40%
IFA
42
Interactive Financial Advisors
Illinois
$1.08M +$506K +3,577 +89%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.04M -$1.5M -10,567 -59%
Citadel Advisors
44
Citadel Advisors
Florida
$1.04M +$1.04M +7,318 New
NA
45
NewEdge Advisors
Louisiana
$992K +$403K +2,857 +68%
FAAS
46
First Allied Advisory Services
California
$913K -$429K -3,025 -32%
NPC
47
National Planning Corporation
California
$867K +$428K +3,030 +98%
SC
48
Scotia Capital
Ontario, Canada
$832K +$832K +5,875 New
CG
49
Colony Group
Massachusetts
$793K -$439K -3,100 -36%
MFS
50
MSI Financial Services
Massachusetts
$764K -$177K -1,250 -19%
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