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iShares 3-7 Year Treasury Bond ETF

256 hedge funds and large institutions have $4.42B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 88

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding

Funds holding: 256256 (0)

4% less capital invested

Capital invested by funds: $4.6B → $4.42B (-$174M)

2% less ownership

Funds ownership: 71.63%69.62% (-2%)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

87% less call options, than puts

Call options by funds: $968K | Put options by funds: $7.74M

Holders
256
Holders Change
Holders Change %
0%
% of All Funds
6.83%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.61%
New
34
Increased
97
Reduced
88
Closed
33
Calls
$968K
Puts
$7.74M
Net Calls
-$6.77M
Net Calls Change
+$117K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
Transamerica Financial Advisors
Florida
$4.05M -$323K -2,567 -7%
DS
77
DRW Securities
Illinois
$4.01M +$529K +4,205 +15%
BCM
78
Brookstone Capital Management
Illinois
$3.91M +$2.01M +15,993 +109%
ACM
79
Aviance Capital Management
Florida
$3.84M +$795K +6,316 +26%
PA
80
Parkside Advisors
California
$3.83M +$47.1K +374 +1%
WT
81
Whittier Trust
California
$3.76M +$726K +5,769 +24%
PR
82
Payden & Rygel
California
$3.58M -$920K -7,310 -21%
CIM
83
Confluence Investment Management
Missouri
$3.52M +$319K +2,532 +10%
CIBC World Market
84
CIBC World Market
Ontario, Canada
$3.24M +$3.2M +25,439 New
CLOS
85
Compagnie Lombard Odier SCmA
Switzerland
$3.23M
SLG
86
Stanley-Laman Group
Pennsylvania
$3.21M -$3.25M -25,794 -51%
RCAG
87
Rehmann Capital Advisory Group
Michigan
$3.19M -$20.6K -164 -0.7%
SYBT
88
Stock Yards Bank & Trust
Kentucky
$3.11M +$667K +5,299 +28%
Truist Financial
89
Truist Financial
North Carolina
$2.86M +$1.55M +12,343 +122%
SFG
90
StrategIQ Financial Group
Indiana
$2.83M +$912K +7,245 +48%
TCM
91
Twele Capital Management
Minnesota
$2.83M +$302K +2,400 +12%
SGI
92
Swan Global Investments
Colorado
$2.65M +$239K +1,896 +10%
BEC
93
Blue Edge Capital
Virginia
$2.51M +$290K +2,302 +13%
WIC
94
Whitegate Investment Counselors
New Hampshire
$2.46M +$2.43M +19,314 New
DADC
95
D.A. Davidson & Co
Montana
$2.42M +$256K +2,030 +12%
ECM
96
Exchange Capital Management
Michigan
$2.39M -$207K -1,641 -8%
KC
97
Kingfisher Capital
North Carolina
$2.38M -$78.2K -621 -3%
BTS
98
BB&T Securities
Virginia
$2.32M -$477K -3,788 -17%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$2.3M -$27.1K -215 -1%
PWM
100
Perigon Wealth Management
California
$2.27M +$2.25M +17,847 New