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iShares 3-7 Year Treasury Bond ETF

233 hedge funds and large institutions have $4.87B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 18

61% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 56

49% more capital invested

Capital invested by funds: $3.27B → $4.87B (+$1.6B)

33% more funds holding in top 10

Funds holding in top 10: 2128 (+7)

16% more funds holding

Funds holding: 201233 (+32)

11.2% more ownership

Funds ownership: 66.18%77.37% (+11%)

59% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $5.3M

Holders
233
Holders Change
+32
Holders Change %
+15.92%
% of All Funds
6.51%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.78%
New
52
Increased
90
Reduced
56
Closed
18
Calls
$2.19M
Puts
$5.3M
Net Calls
-$3.1M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Merriman Wealth Management
Washington
$8.52M +$8.44M +68,339 New
HSBC Holdings
52
HSBC Holdings
United Kingdom
$8.49M +$5.73M +46,394 +214%
DWA
53
Dorsey Wright & Associates
California
$8.38M +$6.96M +56,326 New
Goldman Sachs
54
Goldman Sachs
New York
$7.72M -$950K -7,692 -11%
ECM
55
ETrade Capital Management
Virginia
$7.13M -$2.11M -17,049 -23%
WCM
56
Wealthcare Capital Management
Virginia
$6.6M -$40.4K -327 -0.6%
BHB
57
Bank Hapoalim BM
Israel
$6.57M
TAT
58
TD Ameritrade Trust
Colorado
$6.3M -$996K -8,063 -14%
CIM
59
Cambria Investment Management
California
$5.77M +$5.72M +46,298 +231,490%
AP
60
Advisors Preferred
Maryland
$5.18M +$5.14M +41,591 New
BCI
61
Brinker Capital Investments
Pennsylvania
$5.15M +$5.93K +48 +0.1%
PAG
62
Pinnacle Advisory Group
Maryland
$5.12M +$526K +4,259 +12%
Ameriprise
63
Ameriprise
Minnesota
$5.08M +$658K +5,330 +15%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$4.81M -$1.09M -8,831 -19%
CA
65
Cetera Advisors
Colorado
$4.61M +$998K +8,084 +28%
AIG
66
American International Group
New York
$4.55M +$2.96M +23,944 +190%
JWM
67
Jackson Wealth Management
Florida
$4.55M +$4.51M +36,496 New
VFS
68
VSR Financial Services
Kansas
$4.41M +$4.37M +35,404 New
PR
69
Payden & Rygel
California
$4.4M
ACS
70
Archford Capital Strategies
Illinois
$3.96M -$27.9K -226 -0.7%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$3.92M +$269K +2,177 +7%
Allianz Asset Management
72
Allianz Asset Management
Germany
$3.76M +$3.72M +30,143 New
FEG
73
Financial Enhancement Group
Indiana
$3.75M -$1.19M -9,667 -24%
TFA
74
Transamerica Financial Advisors
Florida
$3.32M +$241K +1,950 +8%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$2.99M +$2.96M +23,990 New