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iShares 3-7 Year Treasury Bond ETF

258 hedge funds and large institutions have $4.68B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

6% more capital invested

Capital invested by funds: $4.42B → $4.68B (+$256M)

1% more funds holding

Funds holding: 256258 (+2)

0.38% more ownership

Funds ownership: 69.62%70% (+0.38%)

2% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 92

67% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $5.42M

Holders
258
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
6.89%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
31
Increased
90
Reduced
92
Closed
24
Calls
$1.8M
Puts
$5.42M
Net Calls
-$3.62M
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.57B +$126M +995,194 +9%
FIM
2
Freedom Investment Management
Connecticut
$286M +$3.59M +28,388 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$271M +$188M +1,486,971 +228%
UBS Group
4
UBS Group
Switzerland
$199M -$11.6M -91,476 -5%
Wells Fargo
5
Wells Fargo
California
$169M -$32.3M -254,691 -16%
EFS
6
Edelman Financial Services
Virginia
$166M +$6.43M +50,792 +4%
Fidelity International
7
Fidelity International
Bermuda
$146M +$146M +1,156,386 New
SAC
8
Smith Affiliated Capital
New York
$142M
VA
9
Valmark Advisers
Ohio
$138M +$1.87M +14,766 +1%
Morgan Stanley
10
Morgan Stanley
New York
$124M -$31.1M -245,505 -20%
Stifel Financial
11
Stifel Financial
Missouri
$95M +$4.11M +32,450 +5%
CSIA
12
Charles Schwab Investment Advisory
California
$86.6M +$601K +4,743 +0.7%
KeyBank National Association
13
KeyBank National Association
Ohio
$66.9M -$1.44M -11,337 -2%
JIR
14
James Investment Research
Ohio
$64.1M -$11.6M -91,819 -15%
CA
15
Cambridge Associates
Massachusetts
$59M +$28.9M +227,987 +96%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$56.6M -$16.1M -127,004 -22%
PCA
17
Personal Capital Advisors
California
$51.4M +$7.08M +55,886 +16%
MIH
18
Madison Investment Holdings
Wisconsin
$48.4M -$13M -102,442 -21%
CC
19
Cedar Capital
Illinois
$41.4M +$37.1M +293,082 +853%
CG
20
Colony Group
Massachusetts
$36M -$335K -2,649 -0.9%
CPO
21
Cerity Partners OCIO
New York
$32.9M +$1.2M +9,444 +4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$31.2M -$2.05M -16,200 -6%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$29.2M -$12.2M -96,121 -29%
GB
24
Gunma Bank
Japan
$25.4M
SB
25
Suntrust Banks
Georgia
$25.1M -$4.92M -38,880 -16%