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iShares 10-20 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JIR
1
James Investment Research
Ohio
$27.1M -$3.31M
Bank of America
2
Bank of America
North Carolina
$21.7M +$7.97M +63,208 +58%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.7M +$7.73M +61,268 +112%
VKH
4
Virtu KCG Holdings
New York
$10.3M +$6.02M +47,751 +142%
BFA
5
Beaumont Financial Advisors
Massachusetts
$9.53M +$9.53M +75,538 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.91M +$5.41M +42,893 +216%
U
7
UBS
Switzerland
$7.9M +$2.15M +17,064 +37%
IFS
8
Ifrah Financial Services
Arkansas
$7.79M +$271K +2,152 +4%
Deutsche Bank
9
Deutsche Bank
Germany
$7.7M -$126 -1 -0%
Morgan Stanley
10
Morgan Stanley
New York
$6.83M +$1.55M +12,270 +29%
UCFA
11
United Capital Financial Advisors
Texas
$6.57M -$438K -3,474 -6%
Wells Fargo
12
Wells Fargo
California
$4.74M +$1.46M +11,589 +45%
IFA
13
Interactive Financial Advisors
Illinois
$4.58M +$75.6K +599 +2%
KeyBank National Association
14
KeyBank National Association
Ohio
$4.01M -$711K -5,640 -15%
LPL Financial
15
LPL Financial
California
$3.85M +$2.63M +20,893 +217%
BTS
16
BB&T Securities
Virginia
$3.83M +$3.83M +3,040 New
JG
17
Jefferies Group
New York
$2.72M +$2.72M +21,600 New
WCM
18
Wealthcare Capital Management
Virginia
$2.22M -$2.59M -20,503 -54%
Truist Financial
19
Truist Financial
North Carolina
$2.09M -$19.2K -152 -0.9%
BCM
20
Bluefin Capital Management
New York
$2M -$4.54M -36,733 -69%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$1.63M -$13.7K -109 -0.8%
Stifel Financial
22
Stifel Financial
Missouri
$971K +$971K +7,702 New
SF
23
Synovus Financial
Georgia
$706K -$44.1K -350 -6%
PI
24
PineBridge Investments
New York
$597K +$120K +950 +25%
CA
25
Commerzbank Aktiengesellschaft
Germany
$523K +$523K +4,145 New