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iShares 3-7 Year Treasury Bond ETF

255 hedge funds and large institutions have $3.86B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

1% less funds holding

Funds holding: 258255 (-3)

6.29% less ownership

Funds ownership: 70%63.72% (-6.3%)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

18% less capital invested

Capital invested by funds: $4.68B → $3.86B (-$822M)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

92% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $19.6M

Holders
255
Holders Change
-3
Holders Change %
-1.16%
% of All Funds
6.38%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.43%
New
41
Increased
85
Reduced
96
Closed
39
Calls
$1.56M
Puts
$19.6M
Net Calls
-$18M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.12B -$396M -3,190,747 -26%
Fidelity International
2
Fidelity International
Bermuda
$193M +$51.7M +417,117 +36%
Wells Fargo
3
Wells Fargo
California
$191M +$28.1M +226,910 +17%
EFS
4
Edelman Financial Services
Virginia
$176M +$15.4M +124,441 +9%
UBS Group
5
UBS Group
Switzerland
$174M -$19.4M -156,124 -10%
SAC
6
Smith Affiliated Capital
New York
$138M
VA
7
Valmark Advisers
Ohio
$137M +$3.25M +26,247 +2%
Stifel Financial
8
Stifel Financial
Missouri
$103M +$11.4M +91,816 +12%
Morgan Stanley
9
Morgan Stanley
New York
$102M -$18.5M -148,822 -15%
CSIA
10
Charles Schwab Investment Advisory
California
$83.8M +$21.2K +171 +0%
VIM
11
VCU Investment Management
Virginia
$71.5M +$72.4M +583,531 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$69.7M +$15.1M +121,811 +27%
CA
13
Cambridge Associates
Massachusetts
$65.9M +$8.89M +71,669 +15%
KeyBank National Association
14
KeyBank National Association
Ohio
$63.2M -$1.6M -12,935 -2%
PCA
15
Personal Capital Advisors
California
$58.7M +$9.2M +74,200 +18%
T
16
Thomaspartners
Massachusetts
$57.7M +$43.4M +350,252 +291%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$56M -$208M -1,681,181 -79%
FIM
18
Freedom Investment Management
Connecticut
$51M -$229M -1,845,780 -82%
JIR
19
James Investment Research
Ohio
$44.2M -$18M -145,068 -29%
SMA
20
Simply Money Advisors
Ohio
$43.6M +$43.2M +348,619 +4,772%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$35.7M +$7.52M +60,616 +26%
TWM
22
Tanglewood Wealth Management
Texas
$35.2M +$15.9M +128,604 +81%
CPO
23
Cerity Partners OCIO
New York
$33.2M +$1.32M +10,608 +4%
SB
24
Suntrust Banks
Georgia
$31.5M +$7.3M +58,875 +30%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$30.3M +$74.4K +600 +0.2%