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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
Wells Fargo
1
Wells Fargo
California
$549M +$153M +1,451,909 +39%
Bank of America
2
Bank of America
North Carolina
$461M -$8.05M -76,680 -2%
Ameriprise
3
Ameriprise
Minnesota
$440M +$77M +733,302 +22%
UBS Group
4
UBS Group
Switzerland
$424M -$11.7M -111,001 -3%
WCM
5
Wealthcare Capital Management
Virginia
$307M -$11.1M -105,577 -4%
WIM
6
Windhaven Investment Management
Massachusetts
$243M -$40M -380,785 -14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$196M +$37.7M +359,301 +24%
MIH
8
Madison Investment Holdings
Wisconsin
$157M +$2.31M +21,985 +2%
Morgan Stanley
9
Morgan Stanley
New York
$109M -$16.9M -160,687 -13%
USAA
10
United Services Automobile Association
Texas
$109M +$45.3M +431,741 +72%
AssetMark Inc
11
AssetMark Inc
California
$98M +$25.5M +242,754 +35%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$92.3M +$27M +256,961 +42%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$78.9M +$10.3M +97,653 +15%
1CP
14
1607 Capital Partners
Virginia
$64.7M +$13.2M +125,900 +26%
SF
15
Synovus Financial
Georgia
$61.4M +$3.29M +31,308 +6%
CC
16
Cedar Capital
Illinois
$58.7M +$58.1M +553,326 +24,237%
CSIA
17
Charles Schwab Investment Advisory
California
$53.7M -$626K -5,964 -1%
PC
18
Peavine Capital
Nevada
$51.8M +$5.43M +51,711 +12%
LPL Financial
19
LPL Financial
California
$51M +$5.72M +54,482 +13%
BlackRock
20
BlackRock
New York
$49.7M +$49.1M +467,647 +16,455%
GB
21
Gunma Bank
Japan
$45M
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$40.3M +$19M +180,417 +89%
CPO
23
Cerity Partners OCIO
New York
$34.8M +$3.04M +28,927 +10%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$32.5M -$5.54M -52,714 -15%
FAG
25
Financial Advisory Group
Texas
$31.7M +$4.04M +38,424 +15%