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iShares 10-20 Year Treasury Bond ETF
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Overview Fund Activity

95 hedge funds and large institutions have $616M invested in iShares 10-20 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.12%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
22
Increased
37
Reduced
23
Closed
15
Calls
$240K
Puts
–
Net Calls
+$240K
Net Calls Change
+$420K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$118M
2
RIG
RiverFront Investment Group
Virginia
+$60.7M
3
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$28.8M
4
NFG
Noven Financial Group
Colorado
+$20M
5
Stifel Financial
Stifel Financial
Missouri
+$9.32M

Top Sellers

1
Jane Street
Jane Street
New York
-$18M
2
Wells Fargo
Wells Fargo
California
-$5.85M
3
UCFA
United Capital Financial Advisors
Texas
-$3.54M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.82M
5
Truist Financial
Truist Financial
North Carolina
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$118M +$118M +886,376 New
RIG
2
RiverFront Investment Group
Virginia
$116M +$60.7M +454,569 +109%
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$75.3M +$28.8M +216,086 +62%
RJA
4
Raymond James & Associates
Florida
$27.3M +$5.43M +40,667 +25%
Bank of America
5
Bank of America
North Carolina
$27.2M +$4.93M +36,944 +22%
Stifel Financial
6
Stifel Financial
Missouri
$23.3M +$9.32M +69,482 +67%
UBS Group
7
UBS Group
Switzerland
$21.8M +$8.09M +60,602 +59%
NFG
8
Noven Financial Group
Colorado
$20M +$20M +149,579 New
Wells Fargo
9
Wells Fargo
California
$14M -$5.85M -43,781 -29%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$12.1M +$3.41M +25,520 +39%
GG
11
GenWealth Group
New Jersey
$11.8M -$752K -5,634 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.2M +$4.05M +30,314 +57%
Morgan Stanley
13
Morgan Stanley
New York
$8.48M +$4.46M +33,430 +111%
BTS
14
BB&T Securities
Virginia
$8.08M +$3.87M +28,953 +92%
FA
15
Freestate Advisors
Kansas
$8.02M +$8.02M +60,093 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.31M +$5.29M +39,646 +263%
JWS
17
Juncture Wealth Strategies
Arizona
$6.82M -$678K -5,078 -9%
IFS
18
Ifrah Financial Services
Arkansas
$6.68M -$102K -764 -2%
IFA
19
Interactive Financial Advisors
Illinois
$6.59M +$6.24M +46,725 +1,793%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.2M +$6.2M +46,452 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$6.17M +$1.86M +13,961 +43%
UCFA
22
United Capital Financial Advisors
Texas
$5.78M -$3.54M -26,504 -38%
JIR
23
James Investment Research
Ohio
$4.38M +$134K +1,003 +3%
CA
24
Cambridge Associates
Massachusetts
$4.29M – – –
LPL Financial
25
LPL Financial
California
$3.96M +$243K +1,819 +7%
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