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iShares 3-7 Year Treasury Bond ETF

258 hedge funds and large institutions have $4.68B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

6% more capital invested

Capital invested by funds: $4.42B → $4.68B (+$256M)

1% more funds holding

Funds holding: 256258 (+2)

0.38% more ownership

Funds ownership: 69.62%70% (+0.38%)

2% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 92

67% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $5.42M

Holders
258
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
6.89%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
31
Increased
90
Reduced
92
Closed
24
Calls
$1.8M
Puts
$5.42M
Net Calls
-$3.62M
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
Transamerica Financial Advisors
Florida
$4.15M +$127K +999 +3%
ECM
77
ETrade Capital Management
Virginia
$4.09M -$7.89M -62,318 -66%
VFA
78
Voya Financial Advisors
Connecticut
$3.66M +$1.44M +11,336 +65%
MP
79
Manifold Partners
California
$3.66M +$3.66M +28,902 New
MFS
80
MSI Financial Services
Massachusetts
$3.65M -$6.34M -50,080 -63%
SFG
81
StrategIQ Financial Group
Indiana
$3.64M +$828K +6,539 +29%
PA
82
Parkside Advisors
California
$3.61M -$197K -1,553 -5%
BCM
83
Brookstone Capital Management
Illinois
$3.5M -$387K -3,058 -10%
SYBT
84
Stock Yards Bank & Trust
Kentucky
$3.48M +$393K +3,100 +13%
SGI
85
Swan Global Investments
Colorado
$3.31M +$669K +5,281 +25%
CLOS
86
Compagnie Lombard Odier SCmA
Switzerland
$3.21M
TCM
87
Twele Capital Management
Minnesota
$3.16M +$354K +2,795 +13%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$3.15M -$22.4K -177 -0.7%
PWM
89
Perigon Wealth Management
California
$3.08M +$817K +6,451 +36%
DS
90
DRW Securities
Illinois
$3.01M -$979K -7,734 -25%
WIC
91
Whitegate Investment Counselors
New Hampshire
$3M +$555K +4,386 +23%
SLG
92
Stanley-Laman Group
Pennsylvania
$3M -$193K -1,523 -6%
PR
93
Payden & Rygel
California
$2.95M -$609K -4,809 -17%
DADC
94
D.A. Davidson & Co
Montana
$2.91M +$504K +3,983 +21%
Truist Financial
95
Truist Financial
North Carolina
$2.82M -$26.6K -210 -0.9%
WCM
96
Weatherstone Capital Management
Colorado
$2.56M +$2.56M +20,236 New
BEC
97
Blue Edge Capital
Virginia
$2.53M +$43.2K +341 +2%
AIS
98
Accurate Investment Solutions
Pennsylvania
$2.44M +$2.38M +18,814 +4,335%
ECM
99
Exchange Capital Management
Michigan
$2.42M +$46.1K +364 +2%
FAAS
100
First Allied Advisory Services
California
$2.29M +$476K +3,760 +26%