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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

67 hedge funds and large institutions have $205M invested in iShares 10-20 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
6
Increased
29
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$3.03M
2
LWM
Lenox Wealth Management
Ohio
$2.06M
3
Bank of America
Bank of America
North Carolina
$24M
4
AssetMark Inc
AssetMark Inc
California
$1.76M
5
MML Investors Services
MML Investors Services
Massachusetts
$1.46M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$18.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.1M
3
Jane Street
Jane Street
New York
$4.38M
4
Wells Fargo
Wells Fargo
California
$15.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24M +$1.88M +13,772 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.1M -$15M -109,968 -44%
UCFA
3
United Capital Financial Advisors
Texas
$18.8M -$15M -109,957 -44%
Wells Fargo
4
Wells Fargo
California
$15.9M -$4.5M -33,015 -22%
Stifel Financial
5
Stifel Financial
Missouri
$10.8M +$975K +7,111 +10%
RJA
6
Raymond James & Associates
Florida
$9.28M -$1.89M -13,845 -17%
Morgan Stanley
7
Morgan Stanley
New York
$8.62M +$707K +5,181 +9%
UBS Group
8
UBS Group
Switzerland
$8.13M -$1.73M -12,682 -18%
GG
9
GenWealth Group
New Jersey
$8.03M +$8.03M +58,887 New
JWS
10
Juncture Wealth Strategies
Arizona
$7.39M +$365K +2,679 +5%
IFS
11
Ifrah Financial Services
Arkansas
$6.45M +$149K +1,093 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$5.5M -$2.08M -15,271 -27%
CLOS
13
Compagnie Lombard Odier SCmA
Switzerland
$5.17M -$748K -5,484 -13%
Jane Street
14
Jane Street
New York
$4.38M -$13.7M -100,316 -76%
CCP
15
Cardan Capital Partners
Colorado
$3.84M -$61.4K -450 -2%
LPL Financial
16
LPL Financial
California
$3.45M +$110K +804 +3%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$3.35M +$379K +2,780 +13%
JIR
18
James Investment Research
Ohio
$3.31M +$574K +4,208 +21%
WCM
19
Wealthcare Capital Management
Virginia
$3.11M -$57.3K -420 -2%
Truist Financial
20
Truist Financial
North Carolina
$3.03M +$2.15M +15,765 +246%
PA
21
Parallel Advisors
California
$2.9M +$684K +5,018 +31%
LWM
22
Lenox Wealth Management
Ohio
$2.06M +$2.06M +15,100 New
PR
23
Payden & Rygel
California
$1.9M +$40.9K +300 +2%
CIC
24
Cutler Investment Counsel
Oregon
$1.87M -$660K -4,840 -26%
FAAS
25
First Allied Advisory Services
California
$1.79M -$2.18K -16 -0.1%
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