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iShares 3-7 Year Treasury Bond ETF

535 hedge funds and large institutions have $8.39B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 176 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

965% more call options, than puts

Call options by funds: $91.8M | Put options by funds: $8.62M

87% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 54

8% more funds holding

Funds holding: 496535 (+39)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.05% more ownership

Funds ownership: 80.52%80.57% (+0.05%)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 177

87% less capital invested

Capital invested by funds: $63.4B → $8.39B (-$55B)

Holders
535
Holders Change
+39
Holders Change %
+7.86%
% of All Funds
8.23%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.68%
New
101
Increased
176
Reduced
177
Closed
54
Calls
$91.8M
Puts
$8.62M
Net Calls
+$83.2M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
351
Sumitomo Mitsui Financial Group
Japan
$380K +$71.4K +553 +23%
HWM
352
HB Wealth Management
Georgia
$379K +$380K +2,945 New
CAWM
353
Capital Advisors Wealth Management
Washington
$377K -$42.5K -329 -10%
UCFA
354
United Capital Financial Advisors
Texas
$375K -$34.5K -267 -8%
PIA
355
Pinion Investment Advisors
Kansas
$372K -$72K -558 -16%
SEA
356
Stegent Equity Advisors
Texas
$372K +$374K +2,893 New
TA
357
TFG Advisers
Michigan
$370K -$4.13K -32 -1%
TI
358
tru Independence
Oregon
$367K +$904 +7 +0.2%
HCM
359
Hudson Capital Management
New Jersey
$363K
CPFP
360
Clear Perspectives Financial Planning
Ohio
$362K -$601K -4,653 -62%
SWP
361
Summit Wealth Partners
Florida
$354K -$78.6K -609 -18%
GAG
362
GM Advisory Group
New York
$354K
NCM
363
Novare Capital Management
North Carolina
$344K -$25.8K -200 -7%
GIA
364
Gladstone Institutional Advisory
Florida
$341K -$169K -1,308 -33%
SWPG
365
Strategic Wealth Partners Group
Illinois
$340K +$516 +4 +0.2%
BRWM
366
B. Riley Wealth Management
Tennessee
$340K +$11.4K +88 +3%
VCWA
367
Vanguard Capital Wealth Advisors
Colorado
$335K +$516 +4 +0.2%
B
368
Bellecapital
Switzerland
$332K +$33.4K +259 +11%
ED
369
Exane Derivatives
France
$330K +$177K +1,374 +115%
MCC
370
Money Concepts Capital
Florida
$329K +$330K +2,555 New
LWM
371
Laidlaw Wealth Management
New York
$328K +$329K +2,548 New
FC
372
Financial Consulate
Maryland
$327K
TFCP
373
Twin Focus Capital Partners
Massachusetts
$323K -$349K -2,700 -52%
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$321K -$51.4K -398 -14%
SP
375
Successful Portfolios
Florida
$320K