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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

315 hedge funds and large institutions have $4.56B invested in iShares 20+ Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 87 increasing their positions, 127 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-20
Holders Change %
-5.97%
% of All Funds
7.89%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.9%
New
77
Increased
87
Reduced
127
Closed
89
Calls
$3.72B
Puts
$5.42B
Net Calls
-$1.69B
Net Calls Change
+$1.41B

Top Buyers

1
PC
Passport Capital
California
$221M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$314M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$89.8M
4
Bank of America
Bank of America
North Carolina
$313M
5
SCM
SCS Capital Management
Massachusetts
$72.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.7M
2
MSU
Mizuho Securities USA
New York
$35.7M
3
UBS Group
UBS Group
Switzerland
$138M
4
QIM
Quantitative Investment Management
Virginia
$0
5
HA
Hays Advisory
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
251
Charles Schwab
California
$248K +$248K +2,076 New
BPC
252
Banque Pictet & Cie
Switzerland
$238K – – –
PNAA
253
Pictet North America Advisors
Switzerland
$238K – – –
PPSG
254
Princeton Portfolio Strategies Group
New Jersey
$238K +$238K +2,000 New
TMC
255
Trellus Management Company
Florida
$238K +$238K +2,000 New
WP
256
WealthSource Partners
California
$238K +$238K +2,001 New
RIA
257
Regal Investment Advisors
Michigan
$230K -$161K -1,355 -41%
WA
258
WESPAC Advisors
California
$219K +$16.7K +140 +8%
IAA
259
Ironsides Asset Advisors
North Carolina
$215K – – –
FHA
260
Flagship Harbor Advisors
Massachusetts
$215K +$215K +1,795 New
LFAS
261
Level Four Advisory Services
Texas
$213K +$213K +1,789 New
BTIS
262
BB&T Investment Services
North Carolina
$211K +$211K +1,777 New
IH
263
IFC Holdings
Florida
$210K -$8.32M -69,195 -98%
CCM
264
Cribstone Capital Management
Maine
$184K -$7.47M -62,141 -98%
RPG
265
Risk Paradigm Group
Texas
$182K +$137K +1,151 +305%
WA
266
WealthTrust-Arizona
Arizona
$154K -$15.5K -130 -9%
ICM
267
Ionic Capital Management
New York
$153K +$153K +1,287 New
NR
268
Newfound Research
Massachusetts
$142K -$841K -7,075 -86%
FAN
269
Financial Advisors Network
California
$140K +$140K +1,172 New
GEA
270
Glen Eagle Advisors
New Jersey
$131K +$131K +1,100 New
ST
271
Spot Trading
Illinois
$123K +$18.5K +155 +18%
IWC
272
Integrated Wealth Counsel
California
$119K -$3.33K -28 -3%
IWM
273
IHT Wealth Management
Illinois
$97K +$97K +809 New
BIG
274
Bellwether Investment Group
Tennessee
$94K +$94K +787 New
GWM
275
Geneos Wealth Management
Colorado
$86K -$818K -6,934 -90%
9 10
11
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