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iShares 3-7 Year Treasury Bond ETF

201 hedge funds and large institutions have $3.27B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

7% more funds holding

Funds holding: 187201 (+14)

6% more capital invested

Capital invested by funds: $3.09B → $3.27B (+$179M)

0.91% less ownership

Funds ownership: 67.08%66.18% (-0.91%)

31% less call options, than puts

Call options by funds: $2.98M | Put options by funds: $4.34M

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
5.42%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.57%
New
32
Increased
76
Reduced
69
Closed
15
Calls
$2.98M
Puts
$4.34M
Net Calls
-$1.36M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1
Managed Account Advisors
New Jersey
$787M +$211M +1,709,378 +36%
Bank of America
2
Bank of America
North Carolina
$390M -$54.7M -443,476 -12%
Wells Fargo
3
Wells Fargo
California
$166M +$8.25M +66,832 +5%
UBS Group
4
UBS Group
Switzerland
$144M +$26.4M +214,175 +22%
EFS
5
Edelman Financial Services
Virginia
$139M +$5.5M +44,553 +4%
FIM
6
Freedom Investment Management
Connecticut
$137M +$129M +1,048,838 +1,709%
Morgan Stanley
7
Morgan Stanley
New York
$110M +$4.02M +32,620 +4%
VA
8
Valmark Advisers
Ohio
$91.1M +$1.5M +12,198 +2%
JIR
9
James Investment Research
Ohio
$87.7M +$88M +713,436 New
MIH
10
Madison Investment Holdings
Wisconsin
$84.8M -$7.98M -64,645 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$84.5M +$25.9M +210,245 +44%
FEG
12
Fund Evaluation Group
Ohio
$79.3M +$18.9M +153,401 +31%
CSIA
13
Charles Schwab Investment Advisory
California
$75.3M +$9.81M +79,536 +15%
KeyBank National Association
14
KeyBank National Association
Ohio
$64.1M -$1.2M -9,730 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$63M -$721K -5,844 -1%
CPO
16
Cerity Partners OCIO
New York
$57.4M +$1.46M +11,826 +3%
Stifel Financial
17
Stifel Financial
Missouri
$52.7M +$2.66M +21,588 +5%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$49.6M -$5.38M -43,605 -10%
SB
19
Suntrust Banks
Georgia
$39.6M -$31.9M -258,337 -44%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$34.7M -$12.1M -97,731 -26%
TWM
21
Tanglewood Wealth Management
Texas
$26.4M -$1.09M -8,833 -4%
GB
22
Gunma Bank
Japan
$24.7M
SMM
23
Stadion Money Management
Georgia
$24.2M +$992K +8,039 +4%
PCA
24
Personal Capital Advisors
California
$22.8M +$3.56M +28,894 +18%
SAS
25
Sage Advisory Services
Texas
$20M -$5.95M -48,260 -23%