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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
SB
26
Suntrust Banks
Georgia
$30.2M -$2.37M -18,830 -7%
FA
27
FDx Advisors
Illinois
$26.9M -$8.33M -66,150 -24%
Ameriprise
28
Ameriprise
Minnesota
$26.3M +$1.64M +13,040 +7%
GB
29
Gunma Bank
Japan
$25.6M
RJA
30
Raymond James & Associates
Florida
$24.4M -$1.55M -12,336 -6%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$21.5M +$1.93M +15,306 +10%
SWA
32
SFMG Wealth Advisors
Texas
$20.2M -$3.37M -26,761 -14%
AssetMark Inc
33
AssetMark Inc
California
$19.3M +$19.1M +151,453 +62,584%
FBNAT
34
FirstMerit Bank N.A. Trustee
Ohio
$18.5M +$582K +4,623 +3%
LPL Financial
35
LPL Financial
California
$17.7M -$10.3M -81,666 -37%
BPB
36
Badgley, Phelps & Bell
Washington
$16.9M +$242K +1,919 +1%
FEG
37
Fund Evaluation Group
Ohio
$16.1M -$33.2M -264,091 -68%
EB
38
Eastern Bank
Massachusetts
$16M -$252K -1,999 -2%
VAM
39
Visionary Asset Management
Texas
$15.4M -$1.5M -11,880 -9%
US Bancorp
40
US Bancorp
Minnesota
$15.1M -$5.67M -45,011 -28%
WF
41
WealthTrust Fairport
Ohio
$14.9M -$99.2K -788 -0.7%
SMM
42
Stadion Money Management
Georgia
$14.6M -$18.6M -148,024 -56%
BSB
43
Bangor Savings Bank
Maine
$13.5M +$7.93K +63 +0.1%
ECM
44
ETrade Capital Management
Virginia
$12.1M -$2.1M -16,719 -15%
NHFG
45
New Harbor Financial Group
Massachusetts
$11.2M -$179K -1,425 -2%
VKH
46
Virtu KCG Holdings
New York
$10.7M +$4.35M +34,566 +70%
MFS
47
MSI Financial Services
Massachusetts
$10.1M +$6.71M +53,272 +207%
M&T Bank
48
M&T Bank
New York
$9.01M +$2.34M +18,596 +36%
AI
49
Atria Investments
North Carolina
$8.91M +$6.01M +47,703 +214%
TAT
50
TD Ameritrade Trust
Colorado
$8.9M +$685K +5,438 +8%