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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
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$2.21M -$74.1K -585 -3%
Franklin Resources
102
Franklin Resources
California
$2.16M +$52.4K +414 +2%
FIM
103
Frontier Investment Management
Texas
$2.14M +$214K +1,693 New
HS
104
HighVista Strategies
Massachusetts
$2.14M +$764K +6,034 +56%
WP
105
WealthSource Partners
California
$2.12M +$2.12M +16,760 New
HPC
106
HM Payson & Co
Maine
$2.08M -$130K -1,029 -6%
BB
107
Bell Bank
North Dakota
$2.06M
HSBC Holdings
108
HSBC Holdings
United Kingdom
$2.02M -$36K -284 -2%
TNBTD
109
Trustmark National Bank Trust Department
Mississippi
$2.02M
CCA
110
Checchi Capital Advisers
California
$1.98M +$65.5K +517 +3%
IFS
111
Ifrah Financial Services
Arkansas
$1.91M -$46.3K -366 -2%
RVPG
112
Relative Value Partners Group
$1.9M +$1.32M +10,458 +231%
GEM
113
Global Endowment Management
North Carolina
$1.71M
TAIM
114
TD Ameritrade Investment Management
Nebraska
$1.69M -$63.9K -505 -4%
FA
115
FDx Advisors
Illinois
$1.67M -$25M -197,743 -94%
AA
116
Alesco Advisors
New York
$1.57M -$8.23K -65 -0.5%
SWP
117
Stratos Wealth Partners
Ohio
$1.55M +$29.9K +236 +2%
SCA
118
Snowden Capital Advisors
New York
$1.48M +$1.48M +11,677 New
AWE
119
Avidian Wealth Enterprises
Texas
$1.36M -$144K -1,140 -10%
CB
120
Commerce Bank
Missouri
$1.35M -$145K -1,146 -10%
IA
121
IndexIQ Advisors
New York
$1.35M +$13.3K +105 +1%
VCP
122
Vista Capital Partners
Oregon
$1.33M -$69.6K -550 -5%
NFG
123
Next Financial Group
Texas
$1.32M -$89.5K -707 -6%
LFG
124
LifePlan Financial Group
Ohio
$1.29M +$19K +150 +1%
ICOA
125
Investment Centers of America
North Dakota
$1.19M +$25.1K +198 +2%