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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
First Trust Advisors
101
First Trust Advisors
Illinois
$5.16M -$1.66M -15,781 -24%
ECM
102
Evergreen Capital Management
Washington
$4.93M -$782K -7,441 -14%
SAS
103
Sage Advisory Services
Texas
$4.8M -$11M -104,542 -70%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.58M +$4.56M +43,391 New
Baird Financial Group
105
Baird Financial Group
Wisconsin
$4.54M -$11.1K -106 -0.2%
FAT
106
First American Trust
California
$4.54M +$417K +3,972 +10%
DRS
107
Deane Retirement Strategies
Louisiana
$4.45M -$436K -4,150 -9%
IA
108
IndexIQ Advisors
New York
$4.41M -$655K -6,234 -13%
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$4.37M
OAM
110
Oppenheimer Asset Management
New York
$4.37M +$4.34M +41,350 New
BFEC
111
Benjamin F. Edwards & Company
Missouri
$3.92M -$1.98M -18,806 -34%
RPG
112
Risk Paradigm Group
Texas
$3.81M +$1.44M +13,701 +61%
DWA
113
Dorsey Wright & Associates
California
$3.72M +$481K +4,583 +15%
FIMG
114
Financial & Investment Management Group
Michigan
$3.72M +$190K +1,810 +5%
KC
115
Kingfisher Capital
North Carolina
$3.7M +$2.26M +21,547 +159%
US Bancorp
116
US Bancorp
Minnesota
$3.67M +$208K +1,980 +6%
ACM
117
AUA Capital Management
Pennsylvania
$3.65M -$9.59M -91,338 -73%
WCM
118
Weatherstone Capital Management
Colorado
$3.63M +$3.62M +34,430 New
LGWM
119
Litman Gregory Wealth Management
California
$3.51M +$130K +1,238 +4%
Wolverine Trading
120
Wolverine Trading
Illinois
$3.42M -$12M -113,896 -78%
GW
121
GW & Wade
Massachusetts
$3.33M +$1.05M +9,957 +46%
ID
122
Integral Derivatives
New York
$3.07M +$1.48M +14,100 +94%
IA
123
IFP Advisors
Florida
$3.04M -$316K -3,012 -9%
WP
124
WealthSource Partners
California
$2.99M +$685K +6,524 +30%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$2.94M -$2.2M -20,905 -43%