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iShares 20+ Year Treasury Bond ETF

273 hedge funds and large institutions have $11.6B invested in iShares 20+ Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $4.31B | Put options by funds: $2.04B

100% more capital invested

Capital invested by funds: $5.81B → $11.6B (+$5.81B)

21% more funds holding in top 10

Funds holding in top 10: 3340 (+7)

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 88

6.81% more ownership

Funds ownership: 88.99%95.8% (+6.8%)

3% more funds holding

Funds holding: 266273 (+7)

Holders
273
Holders Change
+7
Holders Change %
+2.63%
% of All Funds
7.16%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
1.05%
New
56
Increased
101
Reduced
88
Closed
47
Calls
$4.31B
Puts
$2.04B
Net Calls
+$2.26B
Net Calls Change
+$2.42B
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
Navellier & Associates
Nevada
$18.1M -$3.74M -30,674 -17%
GWM
52
Gupta Wealth Management
California
$17.6M +$4.88M +40,078 +38%
UCFA
53
United Capital Financial Advisors
Texas
$16.6M +$635K +5,214 +4%
CIM
54
Confluence Investment Management
Missouri
$16.3M +$4.4M +36,100 +36%
BlackRock
55
BlackRock
New York
$15.9M -$444K -3,644 -3%
RMC
56
Regis Management Company
California
$14.8M +$1.27M +10,429 +9%
MWP
57
Moller Wealth Partners
$14.3M +$14.5M +118,935 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$12.3M +$4.07M +33,424 +49%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$11.6M +$604K +4,955 +5%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$11.5M +$4.05M +33,278 +54%
RJA
61
Raymond James & Associates
Florida
$11.3M +$2.65M +21,774 +30%
PP
62
Prudential plc
United Kingdom
$10.5M +$4.5M +36,900 +73%
CCS
63
Crosspoint Capital Strategies
California
$10.2M +$9.89M +81,147 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$9.68M -$2M -16,398 -17%
NYLIM
65
New York Life Investment Management
New York
$9.58M +$134K +1,100 +1%
FI
66
FormulaFolio Investments
Michigan
$9.49M +$1.59M +13,065 +20%
SCP
67
Syntal Capital Partners
Texas
$8.14M +$8.22M +67,500 New
HFS
68
HL Financial Services
Kentucky
$7.79M -$970K -7,960 -11%
Millennium Management
69
Millennium Management
New York
$7.57M -$859K -7,048 -10%
AAM
70
American Asset Management
Florida
$7.43M -$84.8M -695,673 -92%
HNB
71
Huntington National Bank
Ohio
$7.32M
MP
72
Manifold Partners
California
$7.07M +$7.14M +58,595 New
FEG
73
Financial Enhancement Group
Indiana
$6.86M +$27.5K +226 +0.4%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$6.74M -$1.22M -10,005 -15%
PIM
75
Parasol Investment Management
Illinois
$6.64M -$727K -5,967 -10%