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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
WPA
326
West Paces Advisors
Georgia
$620K -$172K -1,443 -22%
CFAM
327
Center For Asset Management
Florida
$611K -$1.23M -10,289 -67%
MA
328
Maxele Advisors
Missouri
$599K -$111K -930 -16%
GPA
329
Guerra Pan Advisors
New Jersey
$598K
WWM
330
Western Wealth Management
Colorado
$585K +$57.6K +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 +$561K +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 -$38.4K -321 -7%
IAS
338
IMA Advisory Services
Colorado
$526K
WTC
339
WhitTier Trust Company
Nevada
$517K +$50.8K +425 +11%
WDC
340
Woodward Diversified Capital
California
$516K -$36K -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 -$359K -3,002 -35%
UB
345
UMB Bank
Missouri
$482K +$478K +4,000 +10,256%
CWM
346
Chemistry Wealth Management
New York
$481K
NLP
347
Next Level Private
New York
$481K +$482K +4,034 New
CLG
348
Cooperman Leon G
$477K +$478K +3,996 New
MAM
349
Meeder Asset Management
Ohio
$468K -$13.7K -115 -3%
SPW
350
Surience Private Wealth
Washington
$462K