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iShares 3-7 Year Treasury Bond ETF

551 hedge funds and large institutions have $10.2B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 187 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $135M | Put options by funds: $38.5M

32% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 66

23% more capital invested

Capital invested by funds: $8.28B → $10.2B (+$1.92B)

12% more funds holding in top 10

Funds holding in top 10: 5056 (+6)

6.68% more ownership

Funds ownership: 84.36%91.04% (+6.7%)

3% more funds holding

Funds holding: 537551 (+14)

2% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 191

Holders
551
Holders Change
+14
Holders Change %
+2.61%
% of All Funds
9.28%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.94%
New
87
Increased
187
Reduced
191
Closed
66
Calls
$135M
Puts
$38.5M
Net Calls
+$96.6M
Net Calls Change
+$94M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
301
Migdal Insurance & Financial Holdings
Israel
$752K +$184K +1,541 +32%
PFG
302
PAX Financial Group
Texas
$739K +$353K +2,957 +91%
RT
303
Rockland Trust
Massachusetts
$737K -$359 -3 -0%
II
304
Inspire Investing
Idaho
$737K +$352K +2,941 +91%
P
305
Pitcairn
Pennsylvania
$720K
KSWA
306
Kathleen S. Wright Associates
Pennsylvania
$719K +$10.2K +85 +1%
CW
307
CreativeOne Wealth
Kansas
$712K +$135K +1,128 +23%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$707K +$482K +4,035 +214%
CIBC World Market
309
CIBC World Market
Ontario, Canada
$704K -$31.4K -263 -4%
BWM
310
BerganKDV Wealth Management
Minnesota
$701K -$68K -569 -9%
SC
311
Scotia Capital
Ontario, Canada
$691K -$225K -1,882 -25%
SAS
312
Sage Advisory Services
Texas
$667K +$668K +5,587 New
SRSA
313
S.R. Schill & Associates
Washington
$663K -$206K -1,722 -24%
HFG
314
Heron Financial Group
New York
$663K +$100K +840 +18%
EWA
315
EverSource Wealth Advisors
Alabama
$658K -$140K -1,175 -18%
CA
316
Clearstead Advisors
Ohio
$655K -$106K -883 -14%
SS
317
Simplicity Solutions
Minnesota
$655K +$248K +2,079 +61%
FFMBT
318
First Farmers & Merchants Bank Trust
Tennessee
$654K -$35.5K -297 -5%
FHA
319
First Horizon Advisors
Tennessee
$654K +$608K +5,085 +1,271%
Nomura Asset Management
320
Nomura Asset Management
Japan
$654K +$1.25M +10,500 New
AC
321
Annandale Capital
Texas
$653K +$65.7K +550 +11%
IFA
322
Interactive Financial Advisors
Illinois
$641K -$73.4K -614 -10%
Members Trust
323
Members Trust
Florida
$626K -$12.7K -106 -2%
BHWM
324
Bar Harbor Wealth Management
New Hampshire
$624K +$625K +5,229 New
CWM
325
Congress Wealth Management
Massachusetts
$623K -$232K -1,945 -27%