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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

315 hedge funds and large institutions have $4.56B invested in iShares 20+ Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 87 increasing their positions, 127 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-20
Holders Change %
-5.97%
% of All Funds
7.89%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.9%
New
77
Increased
87
Reduced
127
Closed
89
Calls
$3.72B
Puts
$5.42B
Net Calls
-$1.69B
Net Calls Change
+$1.41B

Top Buyers

1
PC
1
Passport Capital
California
$221M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$314M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$89.8M
4
Bank of America
4
Bank of America
North Carolina
$313M
5
SCM
5
SCS Capital Management
Massachusetts
$72.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.7M
2
MSU
2
Mizuho Securities USA
New York
$35.7M
3
UBS Group
3
UBS Group
Switzerland
$138M
4
QIM
4
Quantitative Investment Management
Virginia
$0
5
HA
5
Hays Advisory
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
201
Regions Financial Corp
Alabama
$738K +$189K +1,586 +34%
SPC
202
Sigma Planning Corp
Michigan
$736K -$1.32M -11,077 -64%
CHAM
203
Clear Harbor Asset Management
Connecticut
$727K -$17.3K -145 -2%
UBS AM
204
UBS AM
Illinois
$698K +$698K +5,856 New
CS
205
Comerica Securities
Michigan
$691K +$100K +840 +17%
FI
206
FormulaFolio Investments
Michigan
$654K -$11.9M -100,022 -95%
MWP
207
Moller Wealth Partners
$635K -$12.9M -107,914 -95%
CG
208
Colony Group
Massachusetts
$631K -$202K -1,700 -24%
DS
209
DRW Securities
Illinois
$631K +$441K +3,698 +231%
WVP
210
Worth Venture Partners
New Jersey
$572K +$572K +4,800 New
FHC
211
First Heartland Consultants
Missouri
$570K -$310K -2,606 -35%
CIM
212
Cambria Investment Management
California
$564K -$2.19M -18,383 -80%
HJMC
213
Hellman Jordan Management Company
Massachusetts
$559K +$559K +4,700 New
CCA
214
Checchi Capital Advisers
California
$557K -$57.5K -482 -9%
ICOA
215
Investment Centers of America
North Dakota
$547K +$252K +2,109 +85%
PWM
216
Perigon Wealth Management
California
$538K +$429K +3,585 +392%
WS
217
Wedbush Securities
California
$520K -$3.52M -29,530 -87%
PCM
218
Palisade Capital Management
New Jersey
$506K +$506K +4,250 New
HighTower Advisors
219
HighTower Advisors
Illinois
$497K -$595K -4,985 -55%
ATC
220
Argent Trust Co
Tennessee
$488K – – –
AWM
221
Avior Wealth Management
Nebraska
$481K -$8.33K -70 -2%
GEM
222
Global Endowment Management
North Carolina
$477K – – –
WA
223
Waverly Advisors
Alabama
$477K +$477K +4,000 New
TCM
224
Tuttle Capital Management
Connecticut
$475K -$1.39M -11,674 -75%
FSA
225
Financial Sense Advisors
California
$460K +$460K +3,865 New
7 8
9
10 11