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iShares 3-7 Year Treasury Bond ETF

538 hedge funds and large institutions have $10.1B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-11
Holders Change %
-2%
% of All Funds
9.3%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.97%
New
67
Increased
191
Reduced
200
Closed
75
Calls
$156M
Puts
$114M
Net Calls
+$42.3M
Net Calls Change
-$54.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
301
Schoolcraft Capital
Colorado
$692K -$23.6M -206,335 -97%
P
302
Pitcairn
Pennsylvania
$690K
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$683K +$6.29K +55 +0.9%
FHA
304
First Horizon Advisors
Tennessee
$676K +$49.5K +433 +8%
HFG
305
Heron Financial Group
New York
$671K +$35.3K +309 +6%
SS
306
Simplicity Solutions
Minnesota
$657K +$30K +262 +5%
CA
307
Clearstead Advisors
Ohio
$646K +$19.5K +171 +3%
CWM
308
Congress Wealth Management
Massachusetts
$641K +$43.1K +377 +7%
CIBC World Market
309
CIBC World Market
Ontario, Canada
$634K -$40.7K -356 -6%
IA
310
IFP Advisors
Florida
$633K +$72.3K +592 +13%
IDA
311
Intelligence Driven Advisers
California
$631K -$947K -8,298 -60%
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$630K +$630K +5,513 New
AC
313
Annandale Capital
Texas
$625K
SAS
314
Sage Advisory Services
Texas
$624K -$14K -123 -2%
SRSA
315
S.R. Schill & Associates
Washington
$623K -$12K -105 -2%
CIAS
316
CFS Investment Advisory Services
New Jersey
$620K +$519K +176,783 +514%
SC
317
Scotia Capital
Ontario, Canada
$616K -$45K -394 -7%
FFMBT
318
First Farmers & Merchants Bank Trust
Tennessee
$613K -$12.8K -112 -2%
PCIA
319
Prime Capital Investment Advisors
Kansas
$610K -$641K -5,604 -51%
CST
320
Charles Schwab Trust
Nevada
$601K +$268K +2,348 +81%
MSL
321
Mackay Shields LLC
New York
$593K +$319K +2,790 +116%
BHWM
322
Bar Harbor Wealth Management
New Hampshire
$591K -$6.4K -56 -1%
SYBT
323
Stock Yards Bank & Trust
Kentucky
$569K -$543K -4,757 -49%
SSWM
324
Smith Salley Wealth Management
North Carolina
$568K +$237K +2,072 +71%
TRIA
325
Trail Ridge Investment Advisors
Colorado
$567K +$223K +1,941 +65%