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iShares 3-7 Year Treasury Bond ETF

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B 12,176,005 -3,742,314 -24%
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M 5,041,669 +856,184 +20%
Creative Planning
3
Creative Planning
Kansas
$568M 4,247,334 +323,952 +8%
SCM
4
SCS Capital Management
Massachusetts
$529M 3,958,693 +2,138,041 +117%
Bank of America
5
Bank of America
North Carolina
$452M 3,382,484 +74,917 +2%
PCA
6
Personal Capital Advisors
California
$432M 3,230,054 +138,830 +4%
Ameriprise
7
Ameriprise
Minnesota
$248M 1,860,573 +802,827 +76%
Morgan Stanley
8
Morgan Stanley
New York
$218M 1,630,992 -371,315 -19%
UBS Group
9
UBS Group
Switzerland
$192M 1,438,398 +115,841 +9%
Wells Fargo
10
Wells Fargo
California
$188M 1,409,077 +399,603 +40%
MMI
11
Matson Money Inc
Ohio
$140M 1,049,536 -131,537 -11%
LPL Financial
12
LPL Financial
California
$134M 1,001,170 +398,908 +66%
Truist Financial
13
Truist Financial
North Carolina
$118M 880,624 -501,531 -36%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$117M 876,537 +204,534 +30%
Stifel Financial
15
Stifel Financial
Missouri
$114M 853,301 +59,609 +8%
JHCM
16
Juniper Hill Capital Management
California
$114M 850,272 +60,000 +8%
FIM
17
Freedom Investment Management
Connecticut
$101M 757,107 +661,951 +696%
CPO
18
Cerity Partners OCIO
New York
$101M 754,055 +89,726 +14%
MG
19
Mather Group
Illinois
$86.8M 648,997 +33,630 +5%
AssetMark Inc
20
AssetMark Inc
California
$80.2M 604,058 +538,656 +824%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$71.3M 533,068 +130,854 +33%
Bank Julius Baer & Co
22
Bank Julius Baer & Co
Switzerland
$64.2M 479,914 +33,586 +8%
PAG
23
Pinnacle Advisory Group
Maryland
$63.5M 474,703 +203,785 +75%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$62.4M 466,642 +137,765 +42%
SWA
25
SFMG Wealth Advisors
Texas
$61.5M 459,865 +458,291 +29,116%