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iShares 10-20 Year Treasury Bond ETF

78 hedge funds and large institutions have $378M invested in iShares 10-20 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
17
Increased
27
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$89.3M +$70.5M +516,551 +374%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.2M +$69.1M +506,562 +361%
Bank of America
3
Bank of America
North Carolina
$29.1M +$5.03M +36,858 +21%
WI
4
WBI Investments
New Jersey
$22.8M +$22.8M +166,904 New
Wells Fargo
5
Wells Fargo
California
$16.2M +$355K +2,602 +2%
Stifel Financial
6
Stifel Financial
Missouri
$12.5M +$1.64M +11,996 +15%
UBS Group
7
UBS Group
Switzerland
$9.97M +$1.84M +13,475 +23%
RJA
8
Raymond James & Associates
Florida
$9.6M +$323K +2,370 +3%
GG
9
GenWealth Group
New Jersey
$8.8M +$766K +5,618 +10%
JWS
10
Juncture Wealth Strategies
Arizona
$7.35M -$41.3K -303 -0.6%
JIR
11
James Investment Research
Ohio
$6.86M +$3.55M +25,992 +107%
IFS
12
Ifrah Financial Services
Arkansas
$6.49M +$35.3K +259 +0.5%
LPL Financial
13
LPL Financial
California
$5.43M +$1.98M +14,530 +57%
Morgan Stanley
14
Morgan Stanley
New York
$5.25M -$3.37M -24,717 -39%
Wolverine Trading
15
Wolverine Trading
Illinois
$5.1M +$4.84M +35,439 +1,853%
CLOS
16
Compagnie Lombard Odier SCmA
Switzerland
$5.09M -$80K -586 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$4.21M -$1.29M -9,453 -23%
CCP
18
Cardan Capital Partners
Colorado
$3.83M -$14.6K -107 -0.4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$3.47M +$125K +915 +4%
Truist Financial
20
Truist Financial
North Carolina
$2.96M -$65.9K -483 -2%
PA
21
Parallel Advisors
California
$2.7M -$181K -1,334 -6%
LWM
22
Lenox Wealth Management
Ohio
$2.56M +$500K +3,665 +24%
WCM
23
Wealthcare Capital Management
Virginia
$2.08M -$1.03M -7,555 -33%
PR
24
Payden & Rygel
California
$1.93M +$34.1K +250 +2%
CIC
25
Cutler Investment Counsel
Oregon
$1.89M +$23.7K +174 +1%