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iShares 3-7 Year Treasury Bond ETF

496 hedge funds and large institutions have $63.4B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 171 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,882% more call options, than puts

Call options by funds: $145M | Put options by funds: $2.9M

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $59.3B → $63.4B (+$4.08B)

1% more funds holding

Funds holding: 489496 (+7)

7% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 171

0.65% less ownership

Funds ownership: 81.17%80.52% (-0.65%)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

Holders
496
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
8.68%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.75%
New
58
Increased
183
Reduced
171
Closed
43
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
351
Successful Portfolios
Florida
$324K -$918 -7 -0.3%
DJYG
352
David J. Yvars Group
Florida
$318K -$410K -3,124 -56%
BF
353
BOK Financial
Oklahoma
$315K +$317K +2,418 New
SMFG
354
Sumitomo Mitsui Financial Group
Japan
$312K +$314K +2,398 New
FA
355
Flagstar Advisors
New York
$310K +$313K +2,383 New
IWM
356
IHT Wealth Management
Illinois
$309K -$512K -3,906 -62%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$308K +$525 +4 +0.2%
RW
358
REDW Wealth
New Mexico
$308K
CCWA
359
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$304K -$919K -7,010 -75%
AAS
360
Avantax Advisory Services
Texas
$304K +$308K +2,351 New
B
361
Bellecapital
Switzerland
$302K
HI
362
Harbour Investments
Wisconsin
$286K +$104K +795 +57%
Simplex Trading
363
Simplex Trading
Illinois
$282K -$52.5K -400 -16%
SS
364
Simplicity Solutions
Minnesota
$282K -$10.9K -83 -4%
MFM
365
Mirsky Financial Management
New York
$279K +$262 +2 +0.1%
GIM
366
Goelzer Investment Management
Indiana
$276K +$56K +427 +25%
JFG
367
JMG Financial Group
Illinois
$275K
MFA
368
Mayflower Financial Advisors
Massachusetts
$270K
MA
369
MBA Advisors
Pennsylvania
$266K
HCC
370
Hirtle Callaghan & Co
Pennsylvania
$258K
NG
371
NWK Group
California
$253K +$19.9K +152 +8%
SIM
372
Studio Investment Management
Illinois
$253K +$255K +1,945 New
PAM
373
Peak Asset Management
Colorado
$251K
CG
374
Colony Group
Massachusetts
$250K -$91.7K -699 -27%
FNT
375
First National Trust
Pennsylvania
$250K +$26.6K +203 +12%