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iShares 3-7 Year Treasury Bond ETF

369 hedge funds and large institutions have $7.71B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 42 closing their positions.

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
8.1%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.92%
New
43
Increased
141
Reduced
120
Closed
42
Calls
$900K
Puts
$3.18M
Net Calls
-$2.28M
Net Calls Change
-$672K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.51B 11,874,289 -29,839 -0.3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.4B 11,050,873 +10,089,124 +1,049%
Financial Engines Advisors
3
Financial Engines Advisors
California
$593M 4,675,450 +2,674,753 +134%
Creative Planning
4
Creative Planning
Kansas
$419M 3,305,360 +427,789 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$397M 3,127,611 +2,573,386 +464%
PCA
6
Personal Capital Advisors
California
$333M 2,629,712 +196,046 +8%
Morgan Stanley
7
Morgan Stanley
New York
$205M 1,616,043 +235,853 +17%
UBS Group
8
UBS Group
Switzerland
$174M 1,371,946 +262,819 +24%
Stifel Financial
9
Stifel Financial
Missouri
$124M 976,657 +18,891 +2%
FIM
10
Freedom Investment Management
Connecticut
$112M 885,009 -45,944 -5%
TWM
11
Tanglewood Wealth Management
Texas
$110M 868,090 +294,701 +51%
Wells Fargo
12
Wells Fargo
California
$96.7M 762,953 +33,850 +5%
Ameriprise
13
Ameriprise
Minnesota
$78.3M 616,964 +56,240 +10%
CPO
14
Cerity Partners OCIO
New York
$77.7M 612,526 +19,746 +3%
MG
15
Mather Group
Illinois
$76.3M 601,707 +4,853 +0.8%
BlackRock
16
BlackRock
New York
$67.2M 529,644 -26,202 -5%
CSIA
17
Charles Schwab Investment Advisory
California
$66.6M 525,280 -21,168 -4%
EB
18
Eastern Bank
Massachusetts
$66.1M 521,657 +54,195 +12%
LPL Financial
19
LPL Financial
California
$59M 465,331 +55,319 +13%
KP
20
Keel Point
Alabama
$58.4M 460,815 -651,571 -59%
KeyBank National Association
21
KeyBank National Association
Ohio
$55.1M 434,200 +2,457 +0.6%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.1M 426,975 +411,351 +2,633%
AA
23
Ancora Advisors
Ohio
$53.2M 419,940
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$48.3M 381,066 +21,969 +6%
JIR
25
James Investment Research
Ohio
$45.6M 359,741 +144,354 +67%