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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

357 hedge funds and large institutions have $6.2B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 135 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-13
Holders Change %
-3.51%
% of All Funds
8.19%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
62
Increased
129
Reduced
135
Closed
72
Calls
$3.5B
Puts
$4.39B
Net Calls
-$889M
Net Calls Change
+$246M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$288M
2
CS
Credit Suisse
Switzerland
$140M
3
Bank of America
Bank of America
North Carolina
$324M
4
Deutsche Bank
Deutsche Bank
Germany
$87.8M
5
PP
Pension Partners
New York
$87.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$248M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$548M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$11.1M
4
QIM
Quantitative Investment Management
Virginia
$0
5
Goldman Sachs
Goldman Sachs
New York
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$61.4M +$52.4K +430 +0.1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$60.9M +$747K +6,131 +1%
PAG
28
Pinnacle Advisory Group
Maryland
$59.1M +$2.39M +19,603 +4%
LPL Financial
29
LPL Financial
California
$58.8M -$2.68M -21,964 -4%
Stifel Financial
30
Stifel Financial
Missouri
$55.4M +$27.4M +224,313 +98%
SF
31
Synovus Financial
Georgia
$55M +$2.58M +21,164 +5%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$54.6M -$7.22M -59,256 -12%
Rafferty Asset Management
33
Rafferty Asset Management
New York
$54M +$5.18M +42,412 +11%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.8M +$53.8M +441,720 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$49.7M -$3.52M -4,847 -7%
SS
36
Simplicity Solutions
Minnesota
$48.1M +$15.8M +129,987 +49%
AWM
37
AE Wealth Management
Kansas
$47.8M +$15.1M +123,811 +46%
FA
38
FDx Advisors
Illinois
$47.6M +$2.91M +23,911 +7%
CM
39
Castleark Management
Illinois
$47.5M +$43.8M +359,300 +1,198%
FEG
40
Fund Evaluation Group
Ohio
$47.3M +$1.95M +16,007 +4%
SCM
41
SCS Capital Management
Massachusetts
$46.2M -$62.9M -515,701 -58%
JIR
42
James Investment Research
Ohio
$44.5M -$18.5M -151,469 -29%
CA
43
Commerzbank Aktiengesellschaft
Germany
$44.4M +$33.1M +271,551 +293%
RIG
44
RiverFront Investment Group
Virginia
$44M -$904K -7,420 -2%
Barclays
45
Barclays
United Kingdom
$38.9M -$51.9M -425,463 -57%
State Street
46
State Street
Massachusetts
$36.6M +$1.76M +14,468 +5%
VFA
47
Voya Financial Advisors
Connecticut
$35.7M +$2.38M +19,579 +7%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$34.9M +$2.18M +17,905 +7%
KP
49
Keel Point
Alabama
$34.5M +$5.98M +49,087 +21%
GG
50
GenWealth Group
New Jersey
$32.4M +$32.4M +265,755 New
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