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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
Bank of America
1
Bank of America
North Carolina
$1.68B +$1.27B +10,311,668 +325%
Axa
2
Axa
France
$755M +$747M +6,053,015 New
Wells Fargo
3
Wells Fargo
California
$214M +$45.7M +369,939 +27%
LTI
4
Laffer Tengler Investments
Tennessee
$167M -$165K -1,338 Closed
UBS Group
5
UBS Group
Switzerland
$160M +$13.8M +111,980 +10%
EFS
6
Edelman Financial Services
Virginia
$144M +$3.15M +25,486 +2%
Morgan Stanley
7
Morgan Stanley
New York
$139M +$27.1M +219,150 +24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$109M +$23.3M +188,443 +27%
MIH
9
Madison Investment Holdings
Wisconsin
$94.2M +$8.22M +66,597 +10%
VA
10
Valmark Advisers
Ohio
$87.6M -$4.68M -37,938 -5%
CSIA
11
Charles Schwab Investment Advisory
California
$76.9M +$601K +4,866 +0.8%
KeyBank National Association
12
KeyBank National Association
Ohio
$71M +$5.93M +48,035 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$59.5M -$4.39M -35,555 -7%
Stifel Financial
14
Stifel Financial
Missouri
$58M +$4.51M +36,561 +9%
CPO
15
Cerity Partners OCIO
New York
$57.6M -$652K -5,279 -1%
CCMG
16
Clark Capital Management Group
Pennsylvania
$57.1M +$56.1M +454,228 +13,071%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$43.1M -$7.07M -57,291 -14%
CS
18
Credit Suisse
Switzerland
$42.7M +$38.2M +309,322 +926%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$42.4M +$7.15M +57,900 +20%
HI
20
Horizon Investments
North Carolina
$41.4M +$41M +332,191 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$37.5M +$20.1M +162,649 +118%
TWM
22
Tanglewood Wealth Management
Texas
$28.1M +$1.29M +10,453 +5%
SMM
23
Stadion Money Management
Georgia
$27.1M +$2.58M +20,908 +11%
PCA
24
Personal Capital Advisors
California
$26.2M +$3.11M +25,182 +14%
SB
25
Suntrust Banks
Georgia
$25.8M -$14.2M -115,235 -36%