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iShares 10-20 Year Treasury Bond ETF

50 hedge funds and large institutions have $169M invested in iShares 10-20 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
6
Increased
22
Reduced
16
Closed
9
Calls
$391K
Puts
Net Calls
+$391K
Net Calls Change
+$960K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$27.9M +$887K +6,811 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.7M -$1.06M -8,161 -5%
U
3
UBS
Switzerland
$18.6M +$10.1M +77,822 +119%
JIR
4
James Investment Research
Ohio
$17.2M -$18.2M
NFG
5
Noven Financial Group
Colorado
$13.9M +$13.9M +106,972 New
BFA
6
BlackRock Fund Advisors
California
$9.54M +$1.6M +12,268 +20%
IFS
7
Ifrah Financial Services
Arkansas
$8.49M +$85.1K +653 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$7.07M +$7.07M +54,300 New
Wells Fargo
9
Wells Fargo
California
$6.76M +$2.03M +15,552 +43%
Morgan Stanley
10
Morgan Stanley
New York
$5.97M -$581K -4,460 -9%
UCFA
11
United Capital Financial Advisors
Texas
$5M -$1.16M -8,924 -19%
IFA
12
Interactive Financial Advisors
Illinois
$4.38M +$35.2K +270 +0.8%
VKH
13
Virtu KCG Holdings
New York
$3.9M -$6.15M -47,194 -61%
KeyBank National Association
14
KeyBank National Association
Ohio
$3.4M -$459K -3,524 -12%
Truist Financial
15
Truist Financial
North Carolina
$2.38M +$212K +1,630 +10%
WCM
16
Wealthcare Capital Management
Virginia
$2.18M -$66.7K -512 -3%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$1.78M -$63.1K -484 -3%
LPL Financial
18
LPL Financial
California
$1.47M -$181K -1,379 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.45M -$4.2M -32,206 -74%
Stifel Financial
20
Stifel Financial
Missouri
$1.07M +$47.4K +364 +5%
SF
21
Synovus Financial
Georgia
$947K +$153K +1,171 +19%
ASN
22
Advisory Services Network
Georgia
$793K +$147K +1,127 +23%
CA
23
Commerzbank Aktiengesellschaft
Germany
$742K -$218K -1,677 -23%
PI
24
PineBridge Investments
New York
$616K
MAA
25
Managed Account Advisors
New Jersey
$471K +$255K +1,961 +118%