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iShares 3-7 Year Treasury Bond ETF

233 hedge funds and large institutions have $4.87B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 18

61% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 56

49% more capital invested

Capital invested by funds: $3.27B → $4.87B (+$1.6B)

33% more funds holding in top 10

Funds holding in top 10: 2128 (+7)

16% more funds holding

Funds holding: 201233 (+32)

11.2% more ownership

Funds ownership: 66.18%77.37% (+11%)

59% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $5.3M

Holders
233
Holders Change
+32
Holders Change %
+15.92%
% of All Funds
6.51%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.78%
New
52
Increased
90
Reduced
56
Closed
18
Calls
$2.19M
Puts
$5.3M
Net Calls
-$3.1M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Checchi Capital Advisers
California
$1.8M +$56.3K +456 +3%
CWM
102
Concert Wealth Management
California
$1.62M +$822K +6,658 +105%
TCM
103
Twele Capital Management
Minnesota
$1.6M +$50.3K +407 +3%
VCP
104
Vista Capital Partners
Oregon
$1.56M -$104K -840 -6%
CAM
105
Concorde Asset Management
Michigan
$1.54M +$1.12M +9,067 +274%
FHA
106
First Horizon Advisors
Tennessee
$1.4M +$1.28M +10,346 +1,186%
SCM
107
SCS Capital Management
Massachusetts
$1.4M +$1.38M +11,200 New
PWM
108
Perigon Wealth Management
California
$1.39M +$370 +3 +0%
UCFA
109
United Capital Financial Advisors
Texas
$1.39M -$2.88M -23,299 -68%
PFG
110
Pacific Financial Group
Washington
$1.35M +$169K +1,371 +14%
BFG
111
Beacon Financial Group
Texas
$1.32M +$1.31M +10,587 New
LG
112
Leuthold Group
Minnesota
$1.25M +$28.9K +234 +2%
OC
113
Oarsman Capital
Wisconsin
$1.21M +$408K +3,305 +52%
Invesco
114
Invesco
Georgia
$1.16M +$1.15M +9,285 New
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$1.15M -$2.72M -22,009 -70%
GHF
116
Good Harbor Financial
Illinois
$1.12M -$120K -968 -10%
EB
117
Eastern Bank
Massachusetts
$1.12M -$78.7K -637 -7%
WI
118
WBI Investments
New Jersey
$1.09M -$9.4M -76,110 -90%
GI
119
Glovista Investments
New Jersey
$1.08M
ASN
120
Advisory Services Network
Georgia
$1.04M -$206K -1,670 -17%
DADC
121
D.A. Davidson & Co
Montana
$989K +$264K +2,138 +37%
CB
122
Commerce Bank
Missouri
$881K
LFG
123
LifePlan Financial Group
Ohio
$862K +$110K +893 +15%
HH
124
Hilltop Holdings
Texas
$841K -$155K -1,255 -16%
Truist Financial
125
Truist Financial
North Carolina
$835K -$54.1K -438 -6%