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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

57 hedge funds and large institutions have $171M invested in iShares 10-20 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
20
Reduced
18
Closed
8
Calls
–
Puts
$236K
Net Calls
-$236K
Net Calls Change
-$236K

Top Buyers

1
VKH
Virtu KCG Holdings
New York
$8.87M
2
BCM
Bluefin Capital Management
New York
$5.36M
3
Bank of America
Bank of America
North Carolina
$44M
4
MFS
MSI Financial Services
Massachusetts
$3.25M
5
Morgan Stanley
Morgan Stanley
New York
$13.3M

Top Sellers

1
JIR
James Investment Research
Ohio
$11.1M
2
UBS Group
UBS Group
Switzerland
$13M
3
Wells Fargo
Wells Fargo
California
$11.4M
4
FNBT
FineMark National Bank & Trust
Florida
$0
5
FHC
First Heartland Consultants
Missouri
$365K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$44M +$3.95M +28,515 +10%
Morgan Stanley
2
Morgan Stanley
New York
$13.3M +$2.23M +16,107 +20%
UBS Group
3
UBS Group
Switzerland
$13M -$3.08M -22,225 -19%
Wells Fargo
4
Wells Fargo
California
$11.4M -$1.71M -12,355 -13%
JIR
5
James Investment Research
Ohio
$11.1M -$11.6M – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.27M +$1.32M +9,543 +17%
VKH
7
Virtu KCG Holdings
New York
$8.87M +$6.58M +47,493 +287%
IFS
8
Ifrah Financial Services
Arkansas
$8.68M -$2.36K -17 -0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$7.53M – – –
IFA
10
Interactive Financial Advisors
Illinois
$6.28M -$576K -4,155 -8%
BCM
11
Bluefin Capital Management
New York
$5.36M +$5.36M +38,692 New
MFS
12
MSI Financial Services
Massachusetts
$3.25M +$2.52M +18,223 +350%
LPL Financial
13
LPL Financial
California
$3.1M +$920K +6,594 +42%
KeyBank National Association
14
KeyBank National Association
Ohio
$2.93M -$72.3K -522 -2%
Truist Financial
15
Truist Financial
North Carolina
$2.72M -$139K -1,006 -5%
WCM
16
Wealthcare Capital Management
Virginia
$2.34M -$348K -2,509 -13%
Jane Street
17
Jane Street
New York
$1.88M +$1.88M +13,599 New
TAIM
18
TD Ameritrade Investment Management
Nebraska
$1.78M -$124K -893 -6%
CIC
19
Cutler Investment Counsel
Oregon
$1.39M +$673K +4,856 +94%
SF
20
Synovus Financial
Georgia
$1.34M +$188K +1,358 +16%
MAA
21
Managed Account Advisors
New Jersey
$1.3M +$521K +3,757 +67%
ASN
22
Advisory Services Network
Georgia
$1.01M +$27.4K +198 +3%
Stifel Financial
23
Stifel Financial
Missouri
$1.01M -$129K -931 -11%
Goldman Sachs
24
Goldman Sachs
New York
$978K +$510K +3,684 +109%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$954K +$82.4K +595 +9%
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