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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
IA
326
IFP Advisors
Florida
$561K +$338K +2,695 +142%
PBT
327
Pictet Bank & Trust
Bahamas
$549K +$565K +4,500 New
WWM
328
Western Wealth Management
Colorado
$539K +$135K +1,074 +32%
IAS
329
IMA Advisory Services
Colorado
$538K
IA
330
IFG Advisors
Missouri
$531K -$376 -3 -0.1%
EH
331
Equitable Holdings
New York
$528K -$14.7K -117 -3%
Baird Financial Group
332
Baird Financial Group
Wisconsin
$520K -$10.2K -81 -2%
JTWM
333
Jackson Thornton Wealth Management
Alabama
$501K -$25.1K -200 -5%
SMFG
334
Sumitomo Mitsui Financial Group
Japan
$499K +$143K +1,141 +39%
VFP
335
Verus Financial Partners
Virginia
$498K +$518K +4,128 New
MAM
336
Meeder Asset Management
Ohio
$493K -$113M -902,584 -100%
DC
337
Davenport & Co
Virginia
$492K -$2.88M -22,923 -85%
CWM
338
Chemistry Wealth Management
New York
$492K +$506K +4,034 New
VPIM
339
Vanguard Personalized Indexing Management
California
$489K +$503K +4,007 New
IFG
340
Independent Financial Group
California
$477K +$238K +1,896 +94%
WTC
341
WhitTier Trust Company
Nevada
$477K +$46.9K +374 +11%
IA
342
Inspire Advisors
Idaho
$476K -$4.27K -34 -0.9%
BAM
343
Belpointe Asset Management
Nevada
$475K +$53.6K +427 +12%
VCP
344
Vista Capital Partners
Oregon
$473K -$109K -865 -18%
SPW
345
Surience Private Wealth
Washington
$472K -$7.08M -56,426 -94%
DZ Bank
346
DZ Bank
Germany
$463K
Comerica Bank
347
Comerica Bank
Texas
$462K +$217K +1,733 +81%
Fidelity Investments
348
Fidelity Investments
Massachusetts
$461K -$103K -824 -18%
PCIA
349
Prime Capital Investment Advisors
Kansas
$457K
FBB
350
Fulton Breakefield Broenniman
Maryland
$442K -$31.4K -250 -6%