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iShares 3-7 Year Treasury Bond ETF

258 hedge funds and large institutions have $4.68B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

6% more capital invested

Capital invested by funds: $4.42B → $4.68B (+$256M)

1% more funds holding

Funds holding: 256258 (+2)

0.38% more ownership

Funds ownership: 69.62%70% (+0.38%)

2% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 92

67% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $5.42M

Holders
258
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
6.89%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
31
Increased
90
Reduced
92
Closed
24
Calls
$1.8M
Puts
$5.42M
Net Calls
-$3.62M
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$23.6M -$2.59M -20,456 -10%
PP
27
Pension Partners
New York
$20.2M +$20.2M +159,641 New
TWM
28
Tanglewood Wealth Management
Texas
$20.1M -$18.4M -145,144 -48%
VAM
29
Visionary Asset Management
Texas
$20M +$4.67M +36,899 +31%
VKH
30
Virtu KCG Holdings
New York
$19.2M +$8.56M +67,584 +80%
HNB
31
Huntington National Bank
Ohio
$18.6M +$18.6M +146,743 New
FEG
32
Fund Evaluation Group
Ohio
$18.3M +$2.32M +18,286 +14%
SWA
33
SFMG Wealth Advisors
Texas
$18.2M -$1.83M -14,475 -9%
LPL Financial
34
LPL Financial
California
$18M +$590K +4,660 +3%
RJA
35
Raymond James & Associates
Florida
$17.6M -$6.65M -52,501 -27%
MAM
36
Meeder Asset Management
Ohio
$17.5M -$35.8M -282,896 -67%
BPB
37
Badgley, Phelps & Bell
Washington
$17M +$152K +1,200 +0.9%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$16.6M -$4.77M -37,636 -22%
EB
39
Eastern Bank
Massachusetts
$15.8M -$92.3K -729 -0.6%
SG Americas Securities
40
SG Americas Securities
New York
$15.2M +$13.4M +106,135 +740%
T
41
Thomaspartners
Massachusetts
$15.2M +$15.3M +120,467 New
US Bancorp
42
US Bancorp
Minnesota
$15.1M +$118K +931 +0.8%
WF
43
WealthTrust Fairport
Ohio
$14.9M +$139K +1,096 +0.9%
SMM
44
Stadion Money Management
Georgia
$14.6M +$86.1K +680 +0.6%
BSB
45
Bangor Savings Bank
Maine
$13.6M +$202K +1,592 +2%
AssetMark Inc
46
AssetMark Inc
California
$11.6M -$7.6M -60,028 -40%
NHFG
47
New Harbor Financial Group
Massachusetts
$10.9M -$189K -1,495 -2%
AI
48
Atria Investments
North Carolina
$10.9M +$2.03M +15,998 +23%
WCM
49
Wealthcare Capital Management
Virginia
$9.06M +$298K +2,350 +3%
TAT
50
TD Ameritrade Trust
Colorado
$8.83M -$6.71K -53 -0.1%