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iShares 3-7 Year Treasury Bond ETF

537 hedge funds and large institutions have $8.28B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 174 increasing their positions, 198 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $13.6M

14% more funds holding in top 10

Funds holding in top 10: 4450 (+6)

3.8% more ownership

Funds ownership: 80.57%84.36% (+3.8%)

8% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 86

0% more funds holding

Funds holding: 535537 (+2)

1% less capital invested

Capital invested by funds: $8.39B → $8.28B (-$109M)

12% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 198

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
8.47%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.79%
New
93
Increased
174
Reduced
198
Closed
86
Calls
$16.1M
Puts
$13.6M
Net Calls
+$2.54M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
376
Raymond James Trust
Florida
$349K -$721K -5,750 -67%
TA
377
TFG Advisers
Michigan
$343K -$8.28K -66 -2%
BCA
378
Bay Colony Advisors
Massachusetts
$341K -$55.3K -441 -14%
DIP
379
DT Investment Partners
Pennsylvania
$340K +$130K +1,036 +59%
GAG
380
GM Advisory Group
New York
$335K -$1.38K -11 -0.4%
TI
381
tru Independence
Oregon
$333K -$15.2K -121 -4%
RWA
382
Redhawk Wealth Advisors
Minnesota
$332K +$342K +2,722 New
AAS
383
Avantax Advisory Services
Texas
$330K +$123K +983 +57%
MA
384
MUFG Americas
New York
$326K +$213K +1,699 +175%
Neuberger Berman Group
385
Neuberger Berman Group
New York
$326K +$335K +2,673 New
WP
386
WealthSource Partners
California
$322K +$331K +2,635 New
CAC
387
Certified Advisory Corp
Florida
$321K -$3.06M -24,424 -90%
Citigroup
388
Citigroup
New York
$317K -$14.4M -115,000 -98%
TCM
389
Triumph Capital Management
Colorado
$313K -$133K -1,063 -29%
LAS
390
LWM Advisory Services
Florida
$305K +$314K +2,501 New
CA
391
Continuum Advisory
Idaho
$304K +$319K +2,542 New
LJAC
392
L.J. Altfest & Co
New York
$303K -$73.2K -583 -19%
SP
393
Successful Portfolios
Florida
$303K
LWM
394
Laidlaw Wealth Management
New York
$301K -$9.91K -79 -3%
FA
395
Flagstar Advisors
New York
$301K +$10.8K +86 +4%
TFCP
396
Twin Focus Capital Partners
Massachusetts
$294K -$12.5K -100 -4%
RW
397
REDW Wealth
New Mexico
$289K
DADC
398
D.A. Davidson & Co
Montana
$285K -$165K -1,315 -36%
B
399
Bellecapital
Switzerland
$281K -$35K -279 -11%
RCAG
400
Rehmann Capital Advisory Group
Michigan
$281K -$8.78K -70 -3%