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iShares 3-7 Year Treasury Bond ETF

537 hedge funds and large institutions have $8.28B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 174 increasing their positions, 198 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $13.6M

14% more funds holding in top 10

Funds holding in top 10: 4450 (+6)

3.8% more ownership

Funds ownership: 80.57%84.36% (+3.8%)

8% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 86

0% more funds holding

Funds holding: 535537 (+2)

1% less capital invested

Capital invested by funds: $8.39B → $8.28B (-$109M)

12% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 198

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
8.47%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.79%
New
93
Increased
174
Reduced
198
Closed
86
Calls
$16.1M
Puts
$13.6M
Net Calls
+$2.54M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
276
Two Sigma Securities
New York
$905K +$662K +5,277 +247%
JWCA
277
J.W. Coons Advisors
Ohio
$892K
SRSA
278
S.R. Schill & Associates
Washington
$888K +$251 +2 +0%
CC
279
Cadinha & Co
Hawaii
$888K +$49.8K +397 +6%
CWM
280
Congress Wealth Management
Massachusetts
$875K -$35.6K -284 -4%
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$874K +$106K +844 +13%
AP
282
Advisor Partners
California
$873K -$49.3K -393 -5%
LWP
283
Lumature Wealth Partners
Georgia
$872K +$33.5K +267 +4%
WA
284
Winfield Associates
Ohio
$853K
SCM
285
SevenOneSeven Capital Management
Pennsylvania
$853K +$11.7K +93 +1%
ATC
286
Argent Trust Co
Tennessee
$830K +$433K +3,450 +103%
EWA
287
EverSource Wealth Advisors
Alabama
$816K -$102K -809 -11%
FCA
288
FLC Capital Advisors
California
$814K +$320K +2,550 +62%
WPA
289
West Paces Advisors
Georgia
$810K +$95.6K +762 +13%
BP
290
BBR Partners
New York
$806K +$829K +6,604 New
EWA
291
ERTS Wealth Advisors
Michigan
$793K -$632K -5,034 -44%
BWM
292
BerganKDV Wealth Management
Minnesota
$786K +$148K +1,178 +22%
CA
293
Clearstead Advisors
Ohio
$777K -$6.65K -53 -0.8%
AT
294
American Trust
Kentucky
$770K +$792K +6,310 New
IFA
295
Interactive Financial Advisors
Illinois
$763K -$9.29K -74 -1%
CWM
296
Cabot Wealth Management
Massachusetts
$763K +$784K +6,249 New
RT
297
Rockland Trust
Massachusetts
$754K +$3.01K +24 +0.4%
CIBC World Market
298
CIBC World Market
Ontario, Canada
$752K -$109K -872 -12%
SSWM
299
Smith Salley Wealth Management
North Carolina
$743K -$75.9K -605 -9%
P
300
Pitcairn
Pennsylvania
$737K -$77.3K -616 -9%