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iShares 3-7 Year Treasury Bond ETF

201 hedge funds and large institutions have $3.27B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

7% more funds holding

Funds holding: 187201 (+14)

6% more capital invested

Capital invested by funds: $3.09B → $3.27B (+$179M)

0.91% less ownership

Funds ownership: 67.08%66.18% (-0.91%)

31% less call options, than puts

Call options by funds: $2.98M | Put options by funds: $4.34M

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
5.42%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.57%
New
32
Increased
76
Reduced
69
Closed
15
Calls
$2.98M
Puts
$4.34M
Net Calls
-$1.36M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
76
BB&T Securities
Virginia
$2.09M +$375K +3,040 +22%
HPC
77
HM Payson & Co
Maine
$2.02M
AA
78
Alesco Advisors
New York
$1.95M
M&T Bank
79
M&T Bank
New York
$1.94M +$142K +1,151 +8%
HS
80
HighVista Strategies
Massachusetts
$1.86M +$1.87M +15,130 New
TAIM
81
TD Ameritrade Investment Management
Nebraska
$1.78M -$52.9K -429 -3%
SFG
82
SNS Financial Group
Minnesota
$1.74M -$102K -825 -6%
CCA
83
Checchi Capital Advisers
California
$1.72M +$108K +875 +7%
VCP
84
Vista Capital Partners
Oregon
$1.64M -$65.4K -530 -4%
AIG
85
American International Group
New York
$1.55M +$295K +2,387 +23%
TCM
86
Twele Capital Management
Minnesota
$1.52M
WT
87
Whittier Trust
California
$1.47M +$975K +7,905 +195%
PWM
88
Perigon Wealth Management
California
$1.37M +$117K +951 +9%
Invesco
89
Invesco
Georgia
$1.35M
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.33M -$234K -1,893 -15%
DIP
91
DT Investment Partners
Pennsylvania
$1.25M +$1.26M +10,190 New
ASN
92
Advisory Services Network
Georgia
$1.23M +$1.24M +10,042 New
GHF
93
Good Harbor Financial
Illinois
$1.23M +$1.23M +9,986 New
KAH
94
Kathryn A. Hall
$1.22M -$740K -6,000 -38%
LG
95
Leuthold Group
Minnesota
$1.21M -$1.05M -8,534 -47%
EB
96
Eastern Bank
Massachusetts
$1.19M +$128K +1,036 +12%
PFG
97
Pacific Financial Group
Washington
$1.16M +$1.17M +9,468 New
JP Morgan Chase
98
JP Morgan Chase
New York
$1.09M +$85.6K +694 +8%
GI
99
Glovista Investments
New Jersey
$1.07M -$4.55M -36,872 -81%
HH
100
Hilltop Holdings
Texas
$984K +$155K +1,255 +19%