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iShares 3-7 Year Treasury Bond ETF

549 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, 190 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+15
Holders Change %
+2.81%
% 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
0.95%
New
87
Increased
187
Reduced
190
Closed
65
Calls
$135M
Puts
$38.5M
Net Calls
+$96.6M
Net Calls Change
+$94M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
326
Congress Wealth Management
Massachusetts
$623K -$232K -1,945 -27%
WPA
327
West Paces Advisors
Georgia
$620K -$172K -1,443 -22%
CFAM
328
Center For Asset Management
Florida
$611K -$1.23M -10,289 -67%
GPA
329
Guerra Pan Advisors
New Jersey
$598K
WWM
330
Western Wealth Management
Colorado
$585K +$57.5K +482 +11%
VA
331
Valmark Advisers
Ohio
$580K -$33.3K -279 -5%
IA
332
IFG Advisory
Georgia
$575K +$24.7K +207 +4%
IA
333
IFP Advisors
Florida
$561K
JWS
334
Juncture Wealth Strategies
Arizona
$560K +$560K +4,690 New
EWM
335
Empirical Wealth Management
Washington
$552K -$34.9K -292 -6%
PBT
336
Pictet Bank & Trust
Bahamas
$537K
LWM
337
Lionsbridge Wealth Management
Florida
$535K -$38.2K -321 -7%
IAS
338
IMA Advisory Services
Colorado
$526K
WTC
339
WhitTier Trust Company
Nevada
$517K +$50.7K +425 +11%
WDC
340
Woodward Diversified Capital
California
$516K -$35.9K -301 -7%
CC
341
Cadinha & Co
Hawaii
$511K -$358K -2,997 -41%
DIA
342
Dana Investment Advisors
Wisconsin
$497K +$497K +4,161 New
JTWM
343
Jackson Thornton Wealth Management
Alabama
$489K
CAM
344
Cresset Asset Management
Illinois
$485K -$261K -3,002 -35%
UB
345
UMB Bank
Missouri
$482K +$477K +4,000 +10,256%
CWM
346
Chemistry Wealth Management
New York
$481K
NLP
347
Next Level Private
New York
$481K +$481K +4,034 New
CLG
348
Cooperman Leon G
$477K +$477K +3,996 New
MAM
349
Meeder Asset Management
Ohio
$468K -$13.7K -115 -3%
SPW
350
Surience Private Wealth
Washington
$462K