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iShares 3-7 Year Treasury Bond ETF

285 hedge funds and large institutions have $5.41B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 89 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-8
Holders Change %
-2.73%
% of All Funds
6.54%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.5%
New
40
Increased
111
Reduced
89
Closed
46
Calls
$1.82M
Puts
$1.42M
Net Calls
+$399K
Net Calls Change
-$8.06M
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.9M +$444K +3,682 +5%
AIP
52
ARS Investment Partners
New York
$8.68M +$496K +4,112 +6%
BPB
53
Badgley, Phelps & Bell
Washington
$8.46M -$4.48M -37,112 -35%
Lazard Asset Management
54
Lazard Asset Management
New York
$7.58M -$7.51M
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$7.5M -$173K -1,438 -2%
UCFA
56
United Capital Financial Advisors
Texas
$7.48M +$6.9M +57,219 +1,200%
VFA
57
Voya Financial Advisors
Connecticut
$7.26M +$63.1K +524 +0.9%
FEG
58
Fund Evaluation Group
Ohio
$6.51M +$69.8K +579 +1%
LOAMS
59
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.37M
M&T Bank
60
M&T Bank
New York
$6.27M -$240K -1,987 -4%
DADC
61
D.A. Davidson & Co
Montana
$6.26M +$598K +4,960 +11%
TC
62
Telemus Capital
Michigan
$6.21M -$517K -4,282 -8%
RBCM
63
Raub Brock Capital Management
California
$6.2M +$69.7K +578 +1%
WT
64
Whittier Trust
California
$6.1M +$542K +4,493 +10%
MIFH
65
Migdal Insurance & Financial Holdings
Israel
$6.01M +$249K +2,068 +4%
SGI
66
Swan Global Investments
Colorado
$5.85M
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$5.83M -$2.76M -22,852 -32%
AC
68
AFAM Capital
Texas
$5.25M +$5.25M +43,521 New
CIC
69
Carnegie Investment Counsel
Ohio
$4.82M -$1.38M -11,599 -22%
MML Investors Services
70
MML Investors Services
Massachusetts
$4.69M -$389K -3,223 -8%
DRS
71
Deane Retirement Strategies
Louisiana
$4.42M -$28.8K -239 -0.6%
PA
72
Parkside Advisors
California
$4.16M +$44.2K +366 +1%
AG
73
Advisor Group
Arizona
$4.15M +$378K +3,133 +10%
ECM
74
ETrade Capital Management
Virginia
$3.78M +$286K +2,375 +8%
CS
75
Comerica Securities
Michigan
$3.44M +$333K +2,758 +11%