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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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$834K -$511K -4,139 -38%
MA
127
MUFG Americas
New York
$821K
IFA
128
Interactive Financial Advisors
Illinois
$813K -$2.96K -24 -0.4%
BA
129
BlackRock Advisors
Delaware
$809K -$12.1M -98,109 -94%
PI
130
PineBridge Investments
New York
$773K
NAM
131
NTV Asset Management
West Virginia
$754K
EWM
132
Empirical Wealth Management
Washington
$752K +$141K +1,144 +23%
AllianceBernstein
133
AllianceBernstein
Tennessee
$666K +$66.1K +535 +11%
AIP
134
Ameritas Investment Partners
Nebraska
$653K -$52.7K -427 -8%
BOTW
135
Bank of the West
California
$643K -$22.6K -183 -3%
FF
136
Friedenthal Financial
New Jersey
$643K
JP Morgan Chase
137
JP Morgan Chase
New York
$632K -$468K -3,792 -43%
RTS
138
Round Table Services
New Jersey
$611K +$605K +4,900 New
PFA
139
Pure Financial Advisors
California
$553K -$223K -1,806 -29%
AWE
140
Avidian Wealth Enterprises
Texas
$548K
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$542K
EWM
142
Evercore Wealth Management
New York
$524K
BIM
143
BlackRock Investment Management
Delaware
$509K -$12.2K -99 -2%
AWA
144
ARS Wealth Advisors
Florida
$499K +$494K +4,000 New
Creative Planning
145
Creative Planning
Kansas
$477K +$472K +3,825 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$468K +$464K +3,758 New
CIC
147
Carnegie Investment Counsel
Ohio
$433K +$428K +3,470 New
AIIMS
148
Analyst IMS Investment Management Services
Israel
$423K -$217K -1,754 -34%
EDRH
149
Edmond de Rothschild Holding
Switzerland
$418K -$325K -2,635 -44%
PAG
150
Private Advisor Group
New Jersey
$414K +$58.4K +473 +17%