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iShares 3-7 Year Treasury Bond ETF

201 hedge funds and large institutions have $3.27B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

7% more funds holding

Funds holding: 187201 (+14)

6% more capital invested

Capital invested by funds: $3.09B → $3.27B (+$179M)

0.91% less ownership

Funds ownership: 67.08%66.18% (-0.91%)

31% less call options, than puts

Call options by funds: $2.98M | Put options by funds: $4.34M

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
5.42%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.57%
New
32
Increased
76
Reduced
69
Closed
15
Calls
$2.98M
Puts
$4.34M
Net Calls
-$1.36M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Curian Capital
Colorado
$18.6M +$14.9M +120,879 +397%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$17M +$1.81M +14,650 +12%
WF
28
WealthTrust Fairport
Ohio
$15.4M +$1.15M +9,333 +8%
FA
29
FDx Advisors
Illinois
$15.4M -$8.69M -70,467 -36%
FBNAT
30
FirstMerit Bank N.A. Trustee
Ohio
$14.1M +$1.58M +12,800 +13%
BPB
31
Badgley, Phelps & Bell
Washington
$13.5M +$1.81M +14,644 +15%
BSB
32
Bangor Savings Bank
Maine
$12.9M +$263K +2,135 +2%
BA
33
BlackRock Advisors
Delaware
$12.9M +$12.9M +104,600 +10,460,000%
SG Americas Securities
34
SG Americas Securities
New York
$12.3M +$12.3M +100,000 New
VAM
35
Visionary Asset Management
Texas
$11.8M +$625K +5,065 +6%
WI
36
WBI Investments
New Jersey
$10.4M +$10.5M +84,822 New
RBA
37
Richard Bernstein Advisors
New York
$9.67M +$8.9M +72,173 +1,120%
LPL Financial
38
LPL Financial
California
$9.32M -$976K -7,914 -9%
NHFG
39
New Harbor Financial Group
Massachusetts
$9.14M -$313K -2,536 -3%
ECM
40
ETrade Capital Management
Virginia
$9.13M -$2.2M -17,827 -19%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$8.76M -$5.31M -43,024 -38%
Goldman Sachs
42
Goldman Sachs
New York
$8.56M -$514K -4,165 -6%
RJA
43
Raymond James & Associates
Florida
$7.39M +$2.56M +20,714 +53%
TAT
44
TD Ameritrade Trust
Colorado
$7.21M -$1.6M -12,936 -18%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$7.1M +$5.86M +47,496 +462%
BHB
46
Bank Hapoalim BM
Israel
$7.01M
US Bancorp
47
US Bancorp
Minnesota
$6.78M +$78.8K +639 +1%
WCM
48
Wealthcare Capital Management
Virginia
$6.55M -$246K -1,990 -4%
IFS
49
Ifrah Financial Services
Arkansas
$6.17M +$232K +1,879 +4%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$5.83M +$277K +2,244 +5%