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iShares 3-7 Year Treasury Bond ETF

495 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, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+8
Holders Change %
+1.64%
% of All Funds
8.69%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.76%
New
58
Increased
183
Reduced
172
Closed
42
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
376
OneDigital Investment Advisors
Kansas
$248K +$16.1K +124 +7%
Comerica Bank
377
Comerica Bank
Texas
$247K
SPIA
378
Steward Partners Investment Advisory
New York
$242K -$116K -889 -32%
IA
379
IFP Advisors
Florida
$242K -$16.5K -126 -6%
Lido Advisors
380
Lido Advisors
California
$240K -$10.8K -83 -4%
SLG
381
Stanley-Laman Group
Pennsylvania
$236K +$17.4K +134 +8%
SCM
382
Spreng Capital Management
Ohio
$234K -$17.6K -135 -7%
HSA
383
HBK Sorce Advisory
Pennsylvania
$234K +$130 +1 +0.1%
PFO
384
Pathstone Family Office
New Jersey
$234K +$234K +1,803 New
CPSAC
385
Chas P. Smith & Associates (CPS)
Florida
$233K +$233K +1,793 New
CCFM
386
Clear Creek Financial Management
Washington
$229K -$4.96K -38 -2%
EWM
387
Evercore Wealth Management
New York
$228K -$145K -1,115 -39%
CWM
388
Cornerstone Wealth Management
Missouri
$228K -$13K -100 -5%
PJSIMP
389
P.J. Schmidt Investment Management (PJS)
Wisconsin
$228K +$1.16K +9 +0.5%
BHWM
390
Bar Harbor Wealth Management
New Hampshire
$226K -$8.05K -62 -3%
SEI Investments
391
SEI Investments
Pennsylvania
$225K +$225K +1,738 New
JCM
392
Jacobi Capital Management
Pennsylvania
$223K +$27.4K +210 +14%
GPA
393
Garrison Point Advisors
California
$218K
AA
394
Advisory Alpha
Michigan
$216K
GG
395
Gofen & Glossberg
Illinois
$215K
AIP
396
Ameritas Investment Partners
Nebraska
$210K -$303K -2,331 -59%
TC
397
TownSquare Capital
Utah
$209K
DIP
398
DT Investment Partners
Pennsylvania
$209K +$1.44K +11 +0.7%
WP
399
WealthSource Partners
California
$209K +$209K +1,608 New
NAM
400
NTV Asset Management
West Virginia
$208K