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iShares 20+ Year Treasury Bond ETF

212 hedge funds and large institutions have $6.65B invested in iShares 20+ Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+13
Holders Change %
+6.53%
% of All Funds
6.16%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.75%
New
38
Increased
80
Reduced
71
Closed
24
Calls
$1.34B
Puts
$1.68B
Net Calls
-$336M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
SKK
126
Shepherd Kaplan Krochuk
Massachusetts
$1.18M +$155K +1,330 +15%
PWM
127
Perigon Wealth Management
California
$1.18M -$536K -4,608 -31%
FAAM
128
First Allied Asset Management
California
$1.17M +$1.17M +10,047 New
OC
129
Oppenheimer & Co
New York
$1.16M +$1.16M +9,972 New
DWA
130
Dorsey Wright & Associates
California
$1.16M -$29.2K -246 -2%
HW
131
Hancock Whitney
Mississippi
$1.14M +$855K +7,358 +305%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$110K +942 +11%
BWAM
133
Boyd Watterson Asset Management
Ohio
$1.05M +$10K +86 +1%
JGC
134
J. Goldman & Co
New York
$1.05M -$1.05M -9,000 -50%
CCA
135
Checchi Capital Advisers
California
$1.03M +$110K +942 +12%
PAG
136
Private Advisor Group
New Jersey
$1.03M +$158K +1,360 +18%
PI
137
PineBridge Investments
New York
$1.01M
PSW
138
Portfolio Strategies (Washington)
Washington
$926K +$926K +7,967 New
HighTower Advisors
139
HighTower Advisors
Illinois
$911K +$637K +5,477 +232%
TCM
140
Twele Capital Management
Minnesota
$886K
UR
141
USCA RIA
Texas
$812K +$444K +3,819 +121%
SBH
142
Segall Bryant & Hamill
Illinois
$802K -$23.2K -200 -3%
VAM
143
Verity Asset Management
North Carolina
$796K -$275K -2,366 -26%
PFS
144
Prospera Financial Services
Texas
$789K +$555K +4,775 +238%
QC
145
QCM Cayman
Texas
$759K +$8.49K +73 +1%
TNBTD
146
Trustmark National Bank Trust Department
Mississippi
$758K -$425K -3,654 -36%
MFS
147
MSI Financial Services
Massachusetts
$737K +$40.2K +346 +6%
PAS
148
Partnervest Advisory Services
California
$736K -$97K -834 -12%
WAM
149
Wolverine Asset Management
Illinois
$735K -$8.79M -75,673 -92%
CIBC World Market
150
CIBC World Market
Ontario, Canada
$732K +$264K +2,265 +56%