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iShares 1-3 Year Treasury Bond ETF

432 hedge funds and large institutions have $5.26B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

0% more funds holding

Funds holding: 432432 (0)

3.75% less ownership

Funds ownership: 51.37%47.63% (-3.7%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

6% less capital invested

Capital invested by funds: $5.61B → $5.26B (-$345M)

39% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 197

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.2M

Holders
432
Holders Change
Holders Change %
0%
% of All Funds
10.75%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.87%
New
50
Increased
120
Reduced
197
Closed
42
Calls
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
26
People's United Financial
Connecticut
$34.7M +$2.59M +30,678 +8%
SB
27
Suntrust Banks
Georgia
$34.3M +$6.73M +79,692 +24%
EA
28
Efficient Advisors
Ohio
$33.5M -$711K -8,423 -2%
LPL Financial
29
LPL Financial
California
$32.9M -$817K -9,668 -2%
JP Morgan Chase
30
JP Morgan Chase
New York
$32M +$15.3M +181,262 +92%
EWM
31
Empirical Wealth Management
Washington
$30.6M -$2.09M -24,744 -6%
JIR
32
James Investment Research
Ohio
$27.2M -$351K -4,156 -1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$27.1M +$4.77M +56,471 +21%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$26.6M +$18.9M +223,945 +245%
PI
35
PineBridge Investments
New York
$26.4M +$10.6M +125,700 +67%
KeyBank National Association
36
KeyBank National Association
Ohio
$26.3M -$175K -2,075 -0.7%
GW
37
GW & Wade
Massachusetts
$24.6M -$3.37M -39,932 -12%
DRS
38
Deane Retirement Strategies
Louisiana
$23.9M +$991K +11,735 +4%
SF
39
Synovus Financial
Georgia
$22.5M +$995K +11,780 +5%
RBA
40
Richard Bernstein Advisors
New York
$21.4M +$5.21M +61,720 +32%
Fisher Asset Management
41
Fisher Asset Management
Washington
$18.5M -$3.43M -40,646 -16%
ZIM
42
Zacks Investment Management
Illinois
$18.2M +$5.07M +59,993 +39%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$17.7M -$370K -4,379 -2%
CS
44
Credit Suisse
Switzerland
$17.4M +$7.17M +84,950 +70%
IFS
45
Ifrah Financial Services
Arkansas
$17.3M -$233K -2,762 -1%
DCM
46
Dimension Capital Management
Florida
$16M +$257K +3,047 +2%
TCM
47
Twele Capital Management
Minnesota
$16M +$5.9M +69,915 +59%
I2I
48
Insight 2811 Inc
Illinois
$15.7M -$683K -8,089 -4%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$15.2M +$466K +5,513 +3%
Capstone Investment Advisors
50
Capstone Investment Advisors
New York
$14.5M -$57.3K -678 -0.4%