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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
MIFH
301
Migdal Insurance & Financial Holdings
Israel
$646K -$8.39K -65 -1%
APA
302
American Portfolios Advisors
New York
$639K -$44K -341 -6%
GPA
303
Guerra Pan Advisors
New Jersey
$635K +$637K +4,935 New
LWM
304
Lionsbridge Wealth Management
Florida
$630K -$15.4K -119 -2%
DTIM
305
Danda Trouve Investment Management
Kansas
$619K -$318K -2,461 -34%
TIM
306
Tortoise Investment Management
New York
$612K +$40K +310 +7%
VCP
307
Vista Capital Partners
Oregon
$610K
RB
308
Renasant Bank
Mississippi
$604K +$7.23K +56 +1%
WDC
309
Woodward Diversified Capital
California
$595K +$171K +1,325 +40%
Fidelity Investments
310
Fidelity Investments
Massachusetts
$592K -$103K -798 -15%
HFG
311
Heron Financial Group
New York
$586K
IDA
312
Intelligence Driven Advisers
California
$577K -$384K -2,977 -40%
EH
313
Equitable Holdings
New York
$572K -$82.8K -641 -13%
IAS
314
IMA Advisory Services
Colorado
$567K
IA
315
IFG Advisors
Missouri
$560K
Baird Financial Group
316
Baird Financial Group
Wisconsin
$558K -$76.8K -595 -12%
CW
317
CreativeOne Wealth
Kansas
$553K +$36.7K +284 +7%
JTWM
318
Jackson Thornton Wealth Management
Alabama
$553K +$555K +4,301 New
AWM
319
Axxcess Wealth Management
California
$546K +$548K +4,247 New
FCA
320
FLC Capital Advisors
California
$530K
CS
321
Credit Suisse
Switzerland
$522K -$882K -6,829 -63%
RWA
322
RGT Wealth Advisors
Texas
$520K +$522K +4,045 New
BFG
323
Beacon Financial Group
Texas
$514K -$34.9K -270 -4%
IA
324
Inspire Advisors
Idaho
$506K -$139K -1,078 -21%
FBB
325
Fulton Breakefield Broenniman
Maryland
$498K -$80.2K -621 -14%