We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

535 hedge funds and large institutions have $8.39B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 176 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

965% more call options, than puts

Call options by funds: $91.8M | Put options by funds: $8.62M

87% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 54

8% more funds holding

Funds holding: 496535 (+39)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.05% more ownership

Funds ownership: 80.52%80.57% (+0.05%)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 177

87% less capital invested

Capital invested by funds: $63.4B → $8.39B (-$55B)

Holders
535
Holders Change
+39
Holders Change %
+7.86%
% of All Funds
8.23%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.68%
New
101
Increased
176
Reduced
177
Closed
54
Calls
$91.8M
Puts
$8.62M
Net Calls
+$83.2M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
SevenOneSeven Capital Management
Pennsylvania
$888K +$265K +2,056 +42%
CC
277
Cadinha & Co
Hawaii
$886K +$76.2K +590 +9%
LWP
278
Lumature Wealth Partners
Georgia
$885K +$106K +818 +14%
GWM
279
Geneos Wealth Management
Colorado
$871K -$3.85M -29,805 -81%
SSWM
280
Smith Salley Wealth Management
North Carolina
$861K
P
281
Pitcairn
Pennsylvania
$856K
AWE
282
Avidian Wealth Enterprises
Texas
$845K +$848K +6,567 New
CA
283
Clearstead Advisors
Ohio
$826K
PAG
284
Private Advisor Group
New Jersey
$813K -$268K -2,078 -25%
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$813K +$816K +6,320 New
BA
286
Ballew Advisors
Mississippi
$805K -$4.01M -31,025 -83%
RT
287
Rockland Trust
Massachusetts
$792K -$8.91K -69 -1%
MPCL
288
My Personal CFO LLC
Washington
$784K +$787K +6,096 New
IFA
289
Interactive Financial Advisors
Illinois
$779K -$1.42K -11 -0.2%
WPA
290
West Paces Advisors
Georgia
$756K -$295K -2,285 -28%
KSWA
291
Kathleen S. Wright Associates
Pennsylvania
$744K +$747K +5,784 New
FFMBT
292
First Farmers & Merchants Bank Trust
Tennessee
$728K +$731K +5,658 New
RW
293
Rede Wealth
Virginia
$714K -$2.58K -20 -0.4%
ACP
294
Aveo Capital Partners
Colorado
$707K -$19.2K -149 -3%
Members Trust
295
Members Trust
Florida
$705K +$64.8K +502 +10%
EWM
296
Empirical Wealth Management
Washington
$698K +$52.5K +407 +8%
BWM
297
BerganKDV Wealth Management
Minnesota
$678K -$8.52K -66 -1%
VA
298
Valmark Advisers
Ohio
$674K +$109K +847 +19%
ASN
299
Advisory Services Network
Georgia
$669K
Goldman Sachs
300
Goldman Sachs
New York
$662K +$9.04K +70 +1%