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iShares 3-7 Year Treasury Bond ETF

256 hedge funds and large institutions have $4.42B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 88

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding

Funds holding: 256256 (0)

4% less capital invested

Capital invested by funds: $4.6B → $4.42B (-$174M)

2% less ownership

Funds ownership: 71.63%69.62% (-2%)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

87% less call options, than puts

Call options by funds: $968K | Put options by funds: $7.74M

Holders
256
Holders Change
Holders Change %
0%
% of All Funds
6.83%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.61%
New
34
Increased
97
Reduced
88
Closed
33
Calls
$968K
Puts
$7.74M
Net Calls
-$6.77M
Net Calls Change
+$117K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cranbrook Wealth Management
Michigan
$164K -$7.05K -56 -4%
HDIM
227
Hanson & Doremus Investment Management
Vermont
$164K
GWM
228
Geneos Wealth Management
Colorado
$157K +$89.9K +714 +136%
FNBT
229
FineMark National Bank & Trust
Florida
$138K
BlackRock
230
BlackRock
New York
$119K
KT
231
Kanaly Trust
Texas
$89K -$60.1K -477 -41%
M
232
MOTCO
Texas
$83K +$81.8K +650 New
ClearBridge Investments
233
ClearBridge Investments
New York
$81K
WA
234
WFG Advisors
Texas
$72K +$126 +1 +0.2%
VIA
235
Vantage Investment Advisors
Pennsylvania
$72K +$21K +167 +42%
AIS
236
Accurate Investment Solutions
Pennsylvania
$55K +$126 +1 +0.2%
BAM
237
Barrett Asset Management
New York
$53K
ACM
238
Armbruster Capital Management
New York
$51K
ASN
239
Advisory Services Network
Georgia
$49K -$1.64K -13 -3%
MWM
240
MinichMacGregor Wealth Management
New York
$42K
CTC
241
Central Trust Company
Missouri
$41K +$39.3K +312 +3,120%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$37K -$10.1K -80 -21%
FHA
243
First Horizon Advisors
Tennessee
$26K -$199K -1,582 -88%
JCM
244
Jacobi Capital Management
Pennsylvania
$25K +$24.6K +195 New
BC
245
Bartlett & Co
Ohio
$17K
WTB
246
Washington Trust Bank
Washington
$17K +$3.78K +30 +29%
CFA
247
Carroll Financial Associates
North Carolina
$13K
AOWM
248
Alpha Omega Wealth Management
Virginia
$7K -$3.27K -26 -33%
JWA
249
JFS Wealth Advisors
Pennsylvania
$7K
SFG
250
SevenBridge Financial Group
Pennsylvania
$7K +$6.67K +53 New