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iShares 20+ Year Treasury Bond ETF

199 hedge funds and large institutions have $5.67B invested in iShares 20+ Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 28 closing their positions.

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
5.72%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.69%
New
44
Increased
59
Reduced
74
Closed
28
Calls
$1.55B
Puts
$1.64B
Net Calls
-$90.8M
Net Calls Change
+$350M
Name Holding Trade Value Shares
Change
Shares
Change %
CHAM
151
Clear Harbor Asset Management
Connecticut
$450K +$10.2K +90 +2%
CIM
152
Confluence Investment Management
Missouri
$421K -$39.1K -345 -9%
TFA
153
Transamerica Financial Advisors
Florida
$417K +$417K +3,669 +183,450%
IAA
154
Ironsides Asset Advisors
North Carolina
$401K +$401K +3,529 New
WA
155
WFG Advisors
Texas
$393K +$311K +2,736 +377%
AT
156
Arden Trust
Delaware
$369K -$9.54K -84 -3%
UR
157
USCA RIA
Texas
$359K +$359K +3,165 New
CAN
158
Cetera Advisor Networks
California
$358K +$134K +1,182 +60%
NPC
159
National Planning Corporation
California
$353K +$353K +3,112 New
LOCC
160
Lombard Odier & Cie (Canada)
Quebec, Canada
$341K +$341K +3,000 New
IPC
161
Independent Portfolio Consultants
Florida
$337K -$72.1K -635 -18%
SC
162
SouthState Corp
Florida
$331K
GAM
163
Gould Asset Management
California
$329K -$4.54K -40 -1%
BAS
164
Brown Advisory Securities
Maryland
$323K
KFS
165
KMS Financial Services
Washington
$310K -$102K -900 -25%
SWA
166
SFMG Wealth Advisors
Texas
$303K
DAS
167
Dynamic Advisor Solutions
Arizona
$286K -$68.9K -607 -19%
HW
168
Hancock Whitney
Mississippi
$274K +$274K +2,416 New
NI
169
Numeric Investors
Massachusetts
$272K +$272K +2,400 New
HighTower Advisors
170
HighTower Advisors
Illinois
$268K +$268K +2,359 New
Truist Financial
171
Truist Financial
North Carolina
$253K +$253K +2,225 New
SCM
172
Shelton Capital Management
Colorado
$244K -$6.71K -59 -3%
PFS
173
Prospera Financial Services
Texas
$228K -$12K -106 -5%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$227K -$136K -1,200 -37%
Creative Planning
175
Creative Planning
Kansas
$219K +$83K +731 +61%