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iShares 20+ Year Treasury Bond ETF

273 hedge funds and large institutions have $11.6B invested in iShares 20+ Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $4.31B | Put options by funds: $2.04B

100% more capital invested

Capital invested by funds: $5.81B → $11.6B (+$5.81B)

21% more funds holding in top 10

Funds holding in top 10: 3340 (+7)

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 88

6.81% more ownership

Funds ownership: 88.99%95.8% (+6.8%)

3% more funds holding

Funds holding: 266273 (+7)

Holders
273
Holders Change
+7
Holders Change %
+2.63%
% of All Funds
7.16%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
1.05%
New
56
Increased
101
Reduced
88
Closed
47
Calls
$4.31B
Puts
$2.04B
Net Calls
+$2.26B
Net Calls Change
+$2.42B
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$5.84B +$5.9M +48,408 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$606M +$86.5M +710,140 +16%
Citigroup
3
Citigroup
New York
$472M +$84.8M +696,034 +22%
Morgan Stanley
4
Morgan Stanley
New York
$471M -$137M -1,123,076 -22%
JP Morgan Chase
5
JP Morgan Chase
New York
$392M +$23.5M +192,784 +6%
WIM
6
Windhaven Investment Management
Massachusetts
$236M -$23.9M -195,932 -9%
Bank of America
7
Bank of America
North Carolina
$223M -$129M -1,061,081 -36%
WI
8
WBI Investments
New Jersey
$199M +$201M +1,648,439 New
Goldman Sachs
9
Goldman Sachs
New York
$181M +$108M +886,471 +144%
UBS Group
10
UBS Group
Switzerland
$158M +$1.06M +8,667 +0.7%
MSU
11
Mizuho Securities USA
New York
$157M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$137M +$8.86M +72,707 +7%
PAG
13
Pinnacle Advisory Group
Maryland
$125M +$14.4M +118,205 +13%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$111M -$6.32M -51,890 -5%
State Street
15
State Street
Massachusetts
$111M -$38.2M -313,350 -25%
MLICM
16
Metropolitan Life Insurance Company (MetLife)
New York
$108M
Wells Fargo
17
Wells Fargo
California
$104M +$12.2M +100,270 +13%
Barclays
18
Barclays
United Kingdom
$102M -$1.06M -8,708 -1%
LPL Financial
19
LPL Financial
California
$95.2M +$26.1M +214,128 +37%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$68.2M -$56.7M -465,502 -45%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$66.3M +$2M +16,381 +3%
JIR
22
James Investment Research
Ohio
$65.3M +$22.9M +188,043 +53%
BC
23
Brinker Capital
Pennsylvania
$61.8M +$5.13M +42,110 +9%
USAA
24
United Services Automobile Association
Texas
$61.8M +$2.03M +16,630 +3%
PP
25
Pension Partners
New York
$58M +$58.6M +481,241 New