IEI icon

iShares 3-7 Year Treasury Bond ETF

256 hedge funds and large institutions have $4.6B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
6.83%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
52
Increased
95
Reduced
77
Closed
30
Calls
Puts
$6.89M
Net Calls
-$6.89M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
251
First Personal Financial Services
North Carolina
$7K +$7K +54 New
JWA
252
JFS Wealth Advisors
Pennsylvania
$7K +$7K +55 New
CGH
253
Cleary Gull Holdings
Wisconsin
$5K
FANJ
254
Financial Architects (New Jersey)
New Jersey
$5K +$5K +38 New
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$4K
AA
256
Apriem Advisors
California
$4K +$4K +33 New
CTC
257
Central Trust Company
Missouri
$1K
CS
258
Credit Suisse
Switzerland
-$22M -179,073 Closed
RBA
259
Richard Bernstein Advisors
New York
-$14.2M -113,280 Closed
CIBC World Market
260
CIBC World Market
Ontario, Canada
-$4.04M -32,972 Closed
RC
261
RBO & Co
California
-$2.41M -19,625 Closed
CC
262
Curian Capital
Colorado
-$2.04M -16,660 Closed
CIM
263
Cetera Investment Management
California
-$1.25M -10,237 Closed
BFG
264
Beacon Financial Group
Texas
-$1.15M -9,387 Closed
PWM
265
Perigon Wealth Management
California
-$988K -8,061 Closed
PI
266
PineBridge Investments
New York
-$760K -6,200 Closed
PAS
267
Park Avenue Securities
New York
-$493K -4,024 Closed
CCS
268
Crosspoint Capital Strategies
California
-$440K -3,596 Closed
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
-$422K -3,440 Closed
LP
270
LGL Partners
Pennsylvania
-$308K -2,514 Closed
OCG
271
Opus Capital Group
Ohio
-$300K -2,443 Closed
AA
272
ALPS Advisors
Colorado
-$267K -2,180 Closed
AIIMS
273
Analyst IMS Investment Management Services
Israel
-$224K -1,827 Closed
CWP
274
Capital Wealth Planning
Florida
-$205K -1,668 Closed
AIA
275
Allegis Investment Advisors
Idaho
-$196K -1,601 Closed