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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
ClearBridge Investments
201
ClearBridge Investments
New York
$79K
WA
202
WFG Advisors
Texas
$73K +$18.4K +149 +34%
BC
203
Bartlett & Co
Ohio
$71K +$53.6K +434 +321%
WIC
204
Woodmont Investment Counsel
Tennessee
$58K +$6.17K +50 +12%
HI
205
Hudock Inc
Pennsylvania
$56K +$56.3K +456 New
RIA
206
Regal Investment Advisors
Michigan
$55K -$324K -2,623 -85%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$52K +$40.3K +326 +347%
VIA
208
Vantage Investment Advisors
Pennsylvania
$50K
VCM
209
Vigilant Capital Management
Maine
$50K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$49K +$48.2K +390 +13,000%
MFBTD
211
MB Financial Bank - Trust Department
Illinois
$39K
KT
212
Kanaly Trust
Texas
$37K -$37.2K -301 -50%
AssetMark Inc
213
AssetMark Inc
California
$28K -$34.8K -282 -56%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$26K +$25.2K +204 New
LFR
215
Lehman Financial Resources
Pennsylvania
$19K +$19.8K +160 New
GI
216
Gradient Investments
Minnesota
$16K
MWP
217
MYCIO Wealth Partners
Pennsylvania
$16K +$15.9K +129 New
WTB
218
Washington Trust Bank
Washington
$13K
MAS
219
Madden Advisory Services
Florida
$12K
BCA
220
Bray Capital Advisors
Florida
$11K
CCS
221
Crosspoint Capital Strategies
California
$11K
BCM
222
Brookstone Capital Management
Illinois
$8K +$4.32K +35 +130%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$7K
CFA
224
Carroll Financial Associates
North Carolina
$6K
PSI
225
Pinnacle Summer Investments
Virginia
$5K +$4.69K +38 New