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iShares 20+ Year Treasury Bond ETF
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Overview Fund Activity

266 hedge funds and large institutions have $5.34B invested in iShares 20+ Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 38 closing their positions.

Holders
266
Holders Change
+20
Holders Change %
+8.13%
% of All Funds
7.1%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.88%
New
62
Increased
103
Reduced
87
Closed
38
Calls
$2.33B
Puts
$2.51B
Net Calls
-$182M
Net Calls Change
+$587M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$310M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$121M
3
QIM
3
Quantitative Investment Management
Virginia
$42.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$99.3M
5
MSU
5
Mizuho Securities USA
New York
$65.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$109M
2
Barclays
2
Barclays
United Kingdom
$13.6M
3
Bank of America
3
Bank of America
North Carolina
$266M
4
PC
4
Passport Capital
California
$0
5
Citigroup
5
Citigroup
New York
$252M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$740M 5,662,926 -1,421,401 -20%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$404M 3,094,899 +128,626 +4%
WIM
3
Windhaven Investment Management
Massachusetts
$310M 2,370,912 +2,370,912 New
Bank of America
4
Bank of America
North Carolina
$266M 2,034,815 -2,539,521 -56%
Citigroup
5
Citigroup
New York
$252M 1,927,279 -1,500,283 -44%
Goldman Sachs
6
Goldman Sachs
New York
$223M 1,706,699 -527,232 -24%
UBS Group
7
UBS Group
Switzerland
$167M 1,275,537 +202,448 +19%
Wells Fargo
8
Wells Fargo
California
$137M 1,048,570 +273,001 +35%
CS
9
Credit Suisse
Switzerland
$126M 964,858 +269,820 +39%
State Street
10
State Street
Massachusetts
$123M 938,308 +286,602 +44%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$121M 927,834 +657,711 +243%
MLICM
12
Metropolitan Life Insurance Company (MetLife)
New York
$113M 865,756 – –
QI
13
QS Investors
New York
$111M 850,840 +89,516 +12%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$109M 836,124 -3,493,245 -81%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$108M 827,227 -47,010 -5%
AAM
16
American Asset Management
Florida
$103M 791,362 -58,273 -7%
CC
17
Curian Capital
Colorado
$101M 769,054 -130,310 -14%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$99.3M 759,879 +318,684 +72%
B
19
Bailard
California
$68.1M 521,406 -15,237 -3%
LPL Financial
20
LPL Financial
California
$67.8M 513,009 -91,418 -15%
MSU
21
Mizuho Securities USA
New York
$65.3M 500,000 +300,000 +150%
PAG
22
Pinnacle Advisory Group
Maryland
$61.8M 473,004 +170,366 +56%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$57M 436,221 -24,337 -5%
BIT
24
BlackRock Institutional Trust
California
$48.8M 373,233 +48,076 +15%
AssetMark Inc
25
AssetMark Inc
California
$47.2M 361,356 +9,229 +3%
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