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iShares 3-7 Year Treasury Bond ETF

496 hedge funds and large institutions have $63.4B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 171 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,882% more call options, than puts

Call options by funds: $145M | Put options by funds: $2.9M

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $59.3B → $63.4B (+$4.08B)

1% more funds holding

Funds holding: 489496 (+7)

7% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 171

0.65% less ownership

Funds ownership: 81.17%80.52% (-0.65%)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

Holders
496
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
8.68%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.75%
New
58
Increased
183
Reduced
171
Closed
43
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DTIM
251
Danda Trouve Investment Management
Kansas
$947K -$344K -2,624 -27%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$935K -$22.4K -171 -2%
JWCA
253
J.W. Coons Advisors
Ohio
$918K -$17.7K -135 -2%
WA
254
Winfield Associates
Ohio
$910K -$32.8K -250 -3%
Cerity Partners
255
Cerity Partners
New York
$909K +$49.4K +377 +6%
CT
256
Cambridge Trust
Massachusetts
$904K -$712K -5,433 -44%
FT
257
Fiduciary Trust
Massachusetts
$884K +$174K +1,324 +24%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$883K -$72.8K -555 -8%
CWM
259
CCG Wealth Management
California
$875K +$882K +6,726 New
WSFS
260
Wilmington Savings Fund Society
Delaware
$874K
SSWM
261
Smith Salley Wealth Management
North Carolina
$871K -$78.8K -601 -8%
SAM
262
Strategic Asset Management
Minnesota
$867K +$875K +6,674 New
P
263
Pitcairn
Pennsylvania
$866K +$90K +686 +12%
William Blair & Company
264
William Blair & Company
Illinois
$848K -$12.7K -97 -1%
CA
265
Clearstead Advisors
Ohio
$836K
CC
266
Cadinha & Co
Hawaii
$819K +$95.9K +731 +13%
RT
267
Rockland Trust
Massachusetts
$810K +$4.59K +35 +0.6%
IFA
268
Interactive Financial Advisors
Illinois
$789K +$29.4K +224 +4%
LWP
269
Lumature Wealth Partners
Georgia
$789K +$234K +1,783 +42%
RPCA
270
Running Point Capital Advisors
California
$768K +$59K +450 +8%
ACP
271
Aveo Capital Partners
Colorado
$735K -$258K -1,966 -26%
RW
272
Rede Wealth
Virginia
$725K +$93.5K +713 +15%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$703K +$125K +950 +21%
BWM
274
BerganKDV Wealth Management
Minnesota
$694K -$21K -160 -3%
APA
275
American Portfolios Advisors
New York
$691K -$16.4K -125 -2%