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iShares 10-20 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.1M +$10.1M +74,649 +35%
UBS Group
2
UBS Group
Switzerland
$15.7M +$15.7M +115,991 New
Wells Fargo
3
Wells Fargo
California
$12.8M +$5.76M +42,588 +82%
JIR
4
James Investment Research
Ohio
$11.6M -$17.2M
Morgan Stanley
5
Morgan Stanley
New York
$10.8M +$4.64M +34,308 +75%
IFS
6
Ifrah Financial Services
Arkansas
$8.47M -$339K -2,511 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.75M +$6.25M +46,230 +416%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$7.34M
IFA
9
Interactive Financial Advisors
Illinois
$6.69M +$2.14M +15,816 +47%
KeyBank National Association
10
KeyBank National Association
Ohio
$2.93M -$598K -4,423 -17%
Truist Financial
11
Truist Financial
North Carolina
$2.79M +$325K +2,406 +13%
WCM
12
Wealthcare Capital Management
Virginia
$2.62M +$361K +2,669 +16%
VKH
13
Virtu KCG Holdings
New York
$2.23M -$1.82M -13,442 -45%
LPL Financial
14
LPL Financial
California
$2.11M +$608K +4,494 +40%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$1.86M +$17.6K +130 +1%
SF
16
Synovus Financial
Georgia
$1.12M +$140K +1,035 +14%
Stifel Financial
17
Stifel Financial
Missouri
$1.11M +$811 +6 +0.1%
ASN
18
Advisory Services Network
Georgia
$996K +$142K +1,010 +17%
FNBT
19
FineMark National Bank & Trust
Florida
$956K +$662K +4,900 +225%
FHC
20
First Heartland Consultants
Missouri
$923K +$923K +6,831 New
CA
21
Commerzbank Aktiengesellschaft
Germany
$892K +$122K +900 +16%
UCFA
22
United Capital Financial Advisors
Texas
$871K -$4.32M -31,939 -83%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$850K -$18.5M -136,982 -96%
MAA
24
Managed Account Advisors
New Jersey
$756K +$267K +1,979 +55%
MFS
25
MSI Financial Services
Massachusetts
$704K +$270K +2,001 +62%