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iShares 3-7 Year Treasury Bond ETF

344 hedge funds and large institutions have $6.62B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 43 closing their positions.

Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+60%
% of All Funds
0.71%
New
81
Increased
112
Reduced
101
Closed
43
Calls
$2.83M
Puts
$1.57M
Net Calls
+$1.26M
Net Calls Change
+$677K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.35B 19,322,431 +803,087 +4%
Ameriprise
2
Ameriprise
Minnesota
$536M 4,411,198 -755,760 -15%
Stifel Financial
3
Stifel Financial
Missouri
$271M 2,236,240 -3,442 -0.2%
PCA
4
Personal Capital Advisors
California
$245M 2,018,353 +146,473 +8%
Financial Engines Advisors
5
Financial Engines Advisors
California
$204M 1,683,323 +1,683,323 New
Fidelity International
6
Fidelity International
Bermuda
$190M 1,567,584 -34,061 -2%
Morgan Stanley
7
Morgan Stanley
New York
$176M 1,453,344 +156,126 +12%
RWM
8
Ritholtz Wealth Management
New York
$128M 1,050,936 +1,050,936 New
UBS Group
9
UBS Group
Switzerland
$127M 1,045,263 +260,474 +33%
KP
10
Keel Point
Alabama
$126M 1,033,978 +1,004,869 +3,452%
Wells Fargo
11
Wells Fargo
California
$124M 1,024,657 +273,554 +36%
MG
12
Mather Group
Illinois
$111M 914,089 +25,009 +3%
MLM
13
Mount Lucas Management
Pennsylvania
$99.7M 821,442 +821,442 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$98.3M 809,783 -1,363,979 -63%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$97.9M 806,420 +587,663 +269%
CPO
16
Cerity Partners OCIO
New York
$91.8M 756,127 +36,156 +5%
CSIA
17
Charles Schwab Investment Advisory
California
$76M 626,203 +185,864 +42%
KeyBank National Association
18
KeyBank National Association
Ohio
$70.5M 580,805 +26,479 +5%
LJAC
19
L.J. Altfest & Co
New York
$70.2M 578,179 +357,612 +162%
RIM
20
Redwood Investment Management
Arizona
$45.9M 378,000 +378,000 New
AssetMark Inc
21
AssetMark Inc
California
$45.3M 373,236 -159,709 -30%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$44.8M 368,620 +99,382 +37%
LPL Financial
23
LPL Financial
California
$42.9M 353,395 +183,864 +108%
SB
24
Suntrust Banks
Georgia
$41.3M 340,601 +57,862 +20%
JIR
25
James Investment Research
Ohio
$40.3M 332,025 +46,448 +16%