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iShares 3-7 Year Treasury Bond ETF

256 hedge funds and large institutions have $4.6B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 77 reducing their positions, and 30 closing their positions.

Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
6.83%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
52
Increased
95
Reduced
77
Closed
30
Calls
Puts
$6.89M
Net Calls
-$6.89M
Net Calls Change
-$17.3M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.42B 11,309,045 +1,491,982 +15%
Wells Fargo
2
Wells Fargo
California
$344M 2,731,826 +1,437,484 +111%
WIM
3
Windhaven Investment Management
Massachusetts
$291M 2,310,598 +2,310,598 New
UBS Group
4
UBS Group
Switzerland
$191M 1,513,313 +79,535 +6%
Morgan Stanley
5
Morgan Stanley
New York
$158M 1,251,537 +194,217 +18%
EFS
6
Edelman Financial Services
Virginia
$152M 1,206,465 -1,982 -0.2%
SAC
7
Smith Affiliated Capital
New York
VA
8
Valmark Advisers
Ohio
$134M 1,060,470 -27,779 -3%
MIH
9
Madison Investment Holdings
Wisconsin
$107M 849,095 -224,578 -21%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$95.6M 758,954 +358,175 +89%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$82.1M 651,787 -118,616 -15%
Stifel Financial
12
Stifel Financial
Missouri
$82M 651,099 +44,047 +7%
KeyBank National Association
13
KeyBank National Association
Ohio
$69.1M 548,708 -31,636 -5%
HI
14
Horizon Investments
North Carolina
$60.1M 476,830 +436,133 +1,072%
FEG
15
Fund Evaluation Group
Ohio
$49.2M 390,680 -44,625 -10%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$44.9M 356,182 +125,946 +55%
SAS
17
Sage Advisory Services
Texas
$43.1M 342,538 +342,538 New
FIM
18
Freedom Investment Management
Connecticut
$41.7M 331,268 +40,026 +14%
TWM
19
Tanglewood Wealth Management
Texas
$38.3M 304,179 +5,701 +2%
SG Americas Securities
20
SG Americas Securities
New York
$37.2M 295,314 +111,237 +60%
PCA
21
Personal Capital Advisors
California
$36.7M 291,091 +41,414 +17%
CG
22
Colony Group
Massachusetts
$36.6M 290,576 -11,032 -4%
FA
23
FDx Advisors
Illinois
$34.9M 277,102 +184,982 +201%
CSIA
24
Charles Schwab Investment Advisory
California
$33.5M 266,065 +5,053 +2%
SMM
25
Stadion Money Management
Georgia
$33.1M 262,734 -2,216 -0.8%