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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

54 hedge funds and large institutions have $149M invested in iShares 10-20 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
21
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$39.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.75M
3
Wells Fargo
Wells Fargo
California
$12.8M
4
Morgan Stanley
Morgan Stanley
New York
$10.8M
5
IFA
Interactive Financial Advisors
Illinois
$6.69M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$850K
2
JIR
James Investment Research
Ohio
$11.6M
3
NFG
Noven Financial Group
Colorado
$0
4
BFA
BlackRock Fund Advisors
California
$0
5
UCFA
United Capital Financial Advisors
Texas
$871K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
51
Visionary Asset Management
Texas
$1K +$1K +8 New
BRWA
52
B. Riley Wealth Advisors
Florida
$3 +$3 +20 New
NFG
53
Noven Financial Group
Colorado
– -$13.9M -106,972 Closed
BFA
54
BlackRock Fund Advisors
California
– -$9.54M -73,207 Closed
SWA
55
SFMG Wealth Advisors
Texas
– -$320K -2,460 Closed
SFA
56
Sequoia Financial Advisors
Ohio
– -$238K -1,823 Closed
Ameriprise
57
Ameriprise
Minnesota
– -$20K -157 Closed
WA
58
Waverly Advisors
Alabama
– -$5K -36 Closed
PAG
59
Private Advisor Group
New Jersey
– -$2K -13 Closed
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