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iShares 3-7 Year Treasury Bond ETF

255 hedge funds and large institutions have $3.86B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

1% less funds holding

Funds holding: 258255 (-3)

6.29% less ownership

Funds ownership: 70%63.72% (-6.3%)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

18% less capital invested

Capital invested by funds: $4.68B → $3.86B (-$822M)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

92% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $19.6M

Holders
255
Holders Change
-3
Holders Change %
-1.16%
% of All Funds
6.38%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.43%
New
41
Increased
85
Reduced
96
Closed
39
Calls
$1.56M
Puts
$19.6M
Net Calls
-$18M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
SCS Capital Management
Massachusetts
$8.07M +$8.17M +65,867 New
Goldman Sachs
52
Goldman Sachs
New York
$7.07M +$218K +1,755 +3%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.92M +$7M +56,475 New
EDRH
54
Edmond de Rothschild Holding
Switzerland
$6.76M +$990K +7,984 +17%
M&T Bank
55
M&T Bank
New York
$6.48M -$201K -1,618 -3%
RBCM
56
Raub Brock Capital Management
California
$6.21M +$111K +895 +2%
CIC
57
Carnegie Investment Counsel
Ohio
$6.03M +$664K +5,355 +12%
PAG
58
Pinnacle Advisory Group
Maryland
$5.84M +$69.7K +562 +1%
BHB
59
Bank Hapoalim BM
Israel
$5.71M
VFA
60
Voya Financial Advisors
Connecticut
$5.61M +$2.1M +16,969 +59%
ECM
61
ETrade Capital Management
Virginia
$5.59M +$1.65M +13,329 +41%
CLOS
62
Compagnie Lombard Odier SCmA
Switzerland
$5.45M +$2.37M +19,120 +75%
CS
63
Credit Suisse
Switzerland
$5.18M +$5.25M +42,323 New
AI
64
Atria Investments
North Carolina
$5.11M -$5.49M -44,269 -51%
BCI
65
Brinker Capital Investments
Pennsylvania
$5.05M -$4.71K -38 -0.1%
KLC
66
Knowledge Leaders Capital
Colorado
$4.87M
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$4.83M -$856K -6,904 -15%
IA
68
IndexIQ Advisors
New York
$4.68M +$3.41M +27,531 +259%
VKH
69
Virtu KCG Holdings
New York
$4.6M -$14.1M -114,036 -75%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$4.55M -$928K -7,485 -17%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.31M +$4.46K +36 +0.1%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$4.21M -$1.35M -10,899 -24%
SCA
73
Snowden Capital Advisors
New York
$4.02M +$2.62M +21,160 +181%
MNA
74
Manning & Napier Advisors
New York
$3.92M
PWS
75
Paragon Wealth Strategies
Florida
$3.81M +$3.86M +31,113 New