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iShares 10-20 Year Treasury Bond ETF

78 hedge funds and large institutions have $272M invested in iShares 10-20 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
12
Increased
31
Reduced
22
Closed
14
Calls
$1.01M
Puts
$265K
Net Calls
+$740K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
1
Compagnie Lombard Odier SCmA
Switzerland
$59M +$41.3M +312,363 +234%
Bank of America
2
Bank of America
North Carolina
$16.3M -$960K -7,254 -6%
UCFA
3
United Capital Financial Advisors
Texas
$15.9M -$11.2M -84,778 -41%
Stifel Financial
4
Stifel Financial
Missouri
$14.7M +$1.45M +10,971 +11%
Morgan Stanley
5
Morgan Stanley
New York
$13.9M +$2.26M +17,075 +19%
MTB
6
Mizuho Trust & Banking
Japan
$11.9M +$10.6M +80,000 +800%
GG
7
GenWealth Group
New Jersey
$11.1M +$1.15M +8,691 +12%
Jane Street
8
Jane Street
New York
$10.6M +$8.41M +63,585 +393%
Wells Fargo
9
Wells Fargo
California
$10.3M -$247K -1,870 -2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$10.1M +$156K +1,179 +2%
UBS Group
11
UBS Group
Switzerland
$9.76M +$1.11M +8,396 +13%
RJA
12
Raymond James & Associates
Florida
$9.73M +$256K +1,932 +3%
ACM
13
Avalon Capital Management
California
$7.61M +$7.61M +57,531 New
JWS
14
Juncture Wealth Strategies
Arizona
$7.25M +$104K +788 +1%
IFS
15
Ifrah Financial Services
Arkansas
$6.53M +$153K +1,154 +2%
Wolverine Trading
16
Wolverine Trading
Illinois
$6.06M -$725K -5,483 -11%
WCM
17
Wealthcare Capital Management
Virginia
$5.21M +$1.35M +10,173 +35%
JIR
18
James Investment Research
Ohio
$4.91M -$874K -6,610 -15%
CA
19
Cambridge Associates
Massachusetts
$4.25M +$468K +3,535 +12%
LPL Financial
20
LPL Financial
California
$3.8M +$21.7K +164 +0.6%
Truist Financial
21
Truist Financial
North Carolina
$2.84M +$195K +1,478 +7%
LWM
22
Lenox Wealth Management
Ohio
$2.44M -$392K -2,963 -14%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.3M +$1.02M +7,735 +80%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.11M -$1.01M -7,640 -32%
CCP
25
Cardan Capital Partners
Colorado
$1.96M -$1.83M -13,860 -48%