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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
AIM
176
Acropolis Investment Management
Missouri
$251K +$64.8K +525 +35%
RFC
177
Regions Financial Corp
Alabama
$247K -$230K -1,859 -48%
EDRS
178
Edmond de Rothschild (Suisse)
Switzerland
$238K -$325K -2,635 -58%
SFA
179
Sequoia Financial Advisors
Ohio
$230K -$1.36K -11 -0.6%
CWM
180
Cranbrook Wealth Management
Michigan
$228K
DBT
181
Dubuque Bank & Trust
Iowa
$223K +$60.1K +487 +37%
IWMPD
182
Integrated Wealth Management (Palm Desert)
California
$222K +$864 +7 +0.4%
CP
183
Camelot Portfolios
Ohio
$222K +$220K +1,780 New
AFWA
184
Ancora Family Wealth Advisors
Ohio
$221K +$219K +1,774 New
JPTCCM
185
J.P. Turner & Co Capital Management
Georgia
$220K +$217K +1,754 New
MBT
186
Montecito Bank & Trust
California
$219K
SWP
187
Stratos Wealth Partners
Ohio
$214K -$22.6K -183 -10%
KF
188
Krilogy Financial
Missouri
$212K +$210K +1,701 New
SAS
189
Stelac Advisory Services
New York
$211K
BJ
190
BlackRock Japan
Japan
$209K
CWP
191
Capital Wealth Planning
Florida
$208K +$206K +1,668 New
BFEC
192
Benjamin F. Edwards & Company
Missouri
$203K +$63.2K +512 +46%
HDIM
193
Hanson & Doremus Investment Management
Vermont
$163K
WA
194
Winfield Associates
Ohio
$146K +$145K +1,175 New
SAC
195
Smith Affiliated Capital
New York
$140K
Citigroup
196
Citigroup
New York
$135K -$91.3K -739 -40%
Simplex Trading
197
Simplex Trading
Illinois
$111K +$111K +895 New
AIM
198
Advantage Investment Management
Iowa
$109K +$108K +877 New
FCCM
199
First City Capital Management
Georgia
$87.4K
CK
200
Carnick & Kubik
Colorado
$81.5K +$80.8K +654 New