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iShares 7-10 Year Treasury Bond ETF

358 hedge funds and large institutions have $5.03B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 130 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $631M | Put options by funds: $474M

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

13% more funds holding in top 10

Funds holding in top 10: 3236 (+4)

1.8% more ownership

Funds ownership: 64.76%66.56% (+1.8%)

2% more capital invested

Capital invested by funds: $4.94B → $5.03B (+$87.9M)

1% more funds holding

Funds holding: 356358 (+2)

3% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 130

Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.91%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.9%
New
50
Increased
126
Reduced
130
Closed
41
Calls
$631M
Puts
$474M
Net Calls
+$158M
Net Calls Change
+$695K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$8.11M -$1.17M -11,118 -13%
FA
77
FDx Advisors
Illinois
$7.95M -$7.43M -70,742 -48%
BFM
78
Boston Financial Management
Massachusetts
$7.72M -$137K -1,305 -2%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$7.46M -$1.6M -15,201 -18%
MTB
80
Mizuho Trust & Banking
Japan
$7.39M +$7.35M +70,000 New
Bank of New York Mellon
81
Bank of New York Mellon
New York
$7.28M -$7.06M -67,233 -49%
AF
82
Alerus Financial
North Dakota
$7.02M +$160K +1,520 +2%
TCM
83
Twele Capital Management
Minnesota
$6.74M +$331K +3,150 +5%
LWA
84
Lowe Wealth Advisors
Maryland
$6.7M +$220K +2,098 +3%
WI
85
WBI Investments
New Jersey
$6.5M +$6.47M +61,569 New
JWS
86
Juncture Wealth Strategies
Arizona
$6.46M +$1.22M +11,579 +23%
SMM
87
Stadion Money Management
Georgia
$6.41M -$7.31M -69,567 -53%
MIG
88
Mariner Investment Group
New York
$6.18M +$6.14M +58,500 New
VC
89
Vicus Capital
Pennsylvania
$6.17M -$8.49M -80,854 -92%
GWM
90
Geneos Wealth Management
Colorado
$6.15M +$48.2K +459 +0.8%
CFG
91
Citizens Financial Group
Rhode Island
$6.13M +$968K +9,220 +19%
VAM
92
Visionary Asset Management
Texas
$6.11M +$6.07M +57,834 New
AMG
93
Asset Management Group
Connecticut
$6.03M -$77.9K -742 -1%
SAM
94
SignalPoint Asset Management
Missouri
$5.97M +$29.6K +282 +0.5%
BSB
95
Bangor Savings Bank
Maine
$5.95M +$130K +1,241 +2%
CA
96
Cetera Advisors
Colorado
$5.9M -$288K -2,745 -5%
CCM
97
Coldstream Capital Management
Washington
$5.83M -$1.6M -15,237 -22%
Mitsubishi UFJ Trust & Banking
98
Mitsubishi UFJ Trust & Banking
Japan
$5.63M
Creative Planning
99
Creative Planning
Kansas
$5.59M -$1.29M -12,239 -19%
KF
100
Krilogy Financial
Missouri
$5.18M