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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

370 hedge funds and large institutions have $6.3B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+37
Holders Change %
+11.11%
% of All Funds
8.4%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.75%
New
84
Increased
135
Reduced
118
Closed
42
Calls
$3.45B
Puts
$4.59B
Net Calls
-$1.14B
Net Calls Change
-$2.28B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$723M
2
BlackRock
BlackRock
New York
$259M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$63.8M
4
QIM
Quantitative Investment Management
Virginia
$85.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$54M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.3M
2
AC
Alleghany Corporation
New York
$0
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$50.4M
5
Bank of America
Bank of America
North Carolina
$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSW
126
Portfolio Strategies (Washington)
Washington
$3.7M -$515K -4,057 -12%
FLA
127
Financial Life Advisors
Texas
$3.7M +$3.7M +29,174 New
TC
128
Trilogy Capital
California
$3.68M +$3.68M +29,013 New
HW
129
Hancock Whitney
Mississippi
$3.67M +$367K +2,892 +11%
MCM
130
Makena Capital Management
California
$3.61M -$2.78M -21,918 -44%
DA
131
DSC Advisors
Illinois
$3.51M +$3.51M +27,700 New
CA
132
Clearstead Advisors
Ohio
$3.41M +$1.99M +15,682 +140%
FI
133
FormulaFolio Investments
Michigan
$3.38M +$128K +1,008 +4%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$3.29M -$733K -5,780 -18%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$3.22M -$2.33M -18,327 -42%
SFS
136
Sowell Financial Services
Arkansas
$3.15M +$1.81M +14,647 +136%
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.12M +$2.2M +17,320 +239%
IA
138
IFP Advisors
Florida
$3M +$32.6K +257 +1%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$3M +$1.17M +9,235 +64%
CTC
140
Central Trust Company
Missouri
$2.94M -$202K -1,589 -6%
SFM
141
Signet Financial Management
New Jersey
$2.94M -$543K -4,279 -16%
LWM
142
Lenox Wealth Management
Ohio
$2.93M +$305K +2,400 +12%
CAN
143
Cetera Advisor Networks
California
$2.92M +$1.94M +15,244 +196%
SAM
144
SignalPoint Asset Management
Missouri
$2.87M +$7.36K +58 +0.3%
VWM
145
Venturi Wealth Management
Texas
$2.8M -$2.5M -19,716 -47%
EP
146
Edgestream Partners
New Jersey
$2.8M -$12.5M -98,829 -82%
SWMG
147
Signature Wealth Management Group
Georgia
$2.78M +$2.78M +21,941 New
FAIM
148
Financial Advocates Investment Management
Washington
$2.61M +$2.61M +20,561 New
PAMU
149
Pictet Asset Management (UK)
United Kingdom
$2.52M – – –
WAM
150
Wolverine Asset Management
Illinois
$2.45M +$1.92M +15,130 +360%
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