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iShares 3-7 Year Treasury Bond ETF

271 hedge funds and large institutions have $4.63B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 92 reducing their positions, and 21 closing their positions.

Holders
271
Holders Change
+10
Holders Change %
+3.83%
% of All Funds
6.77%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.5%
New
33
Increased
101
Reduced
92
Closed
21
Calls
Puts
$954K
Net Calls
-$954K
Net Calls Change
+$43K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$857M 6,934,939 -2,182,368 -24%
Ameriprise
2
Ameriprise
Minnesota
$556M 4,500,481 +3,053,839 +211%
FIM
3
Freedom Investment Management
Connecticut
$263M 2,130,078 +1,782,934 +514%
EFS
4
Edelman Financial Services
Virginia
$199M 1,607,593 +63,246 +4%
Fidelity International
5
Fidelity International
Bermuda
$183M 1,480,774 -47,429 -3%
Stifel Financial
6
Stifel Financial
Missouri
$143M 1,157,140 +184,276 +19%
VA
7
Valmark Advisers
Ohio
$141M 1,138,324 +3,146 +0.3%
T
8
Thomaspartners
Massachusetts
$140M 1,131,365 +270,220 +31%
SAC
9
Smith Affiliated Capital
New York
Morgan Stanley
10
Morgan Stanley
New York
$117M 949,115 +58,343 +7%
Wells Fargo
11
Wells Fargo
California
$110M 887,515 -559,336 -39%
UBS Group
12
UBS Group
Switzerland
$105M 848,107 +54,013 +7%
CA
13
Cambridge Associates
Massachusetts
$97.4M 787,842 -16,666 -2%
PCA
14
Personal Capital Advisors
California
$93.2M 754,612 +121,871 +19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$93M 752,653 +300,883 +67%
CSIA
16
Charles Schwab Investment Advisory
California
$86M 696,234 +4,241 +0.6%
VIM
17
VCU Investment Management
Virginia
$81.1M 656,020 +102,420 +19%
IA
18
IndexIQ Advisors
New York
$69.2M 559,695 +534,360 +2,109%
KeyBank National Association
19
KeyBank National Association
Ohio
$62.7M 507,313 -2,318 -0.5%
SMA
20
Simply Money Advisors
Ohio
$62M 501,413 -1,175 -0.2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$45.1M 364,631 -12,150 -3%
CPO
22
Cerity Partners OCIO
New York
$43.1M 348,572 +30,130 +9%
CAM
23
Caprin Asset Management
Virginia
$42.2M 1,762,922 +1,762,317 +291,292%
AssetMark Inc
24
AssetMark Inc
California
$41.5M 335,640 +26,059 +8%
TWM
25
Tanglewood Wealth Management
Texas
$41.3M 334,409 +52,185 +18%