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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
SAA
376
Southeast Asset Advisors
Georgia
$353K
SI
377
Stephens Inc
Arkansas
$351K -$883K -7,384 -71%
AWE
378
Avidian Wealth Enterprises
Texas
$351K +$352K +2,943 New
CCM
379
Ciovacco Capital Management
Georgia
$350K -$10.2K -85 -3%
CST
380
Charles Schwab Trust
Nevada
$348K +$348K +2,914 New
SSWM
381
Smith Salley Wealth Management
North Carolina
$346K -$381K -3,185 -52%
HI
382
Harbour Investments
Wisconsin
$345K +$345K +2,889 New
Vontobel Holding
383
Vontobel Holding
Switzerland
$337K +$337K +2,820 New
DIP
384
DT Investment Partners
Pennsylvania
$334K +$956 +8 +0.3%
TI
385
tru Independence
Oregon
$333K +$7.05K +59 +2%
TCA
386
Transcend Capital Advisors
New Jersey
$329K +$330K +2,761 New
RWA
387
Redhawk Wealth Advisors
Minnesota
$325K +$359 +3 +0.1%
MA
388
MUFG Americas
New York
$319K
AAS
389
Avantax Advisory Services
Texas
$317K -$5.38K -45 -2%
CA
390
Continuum Advisory
Idaho
$316K +$12.7K +106 +4%
MAG
391
Mayfair Advisory Group
Alabama
$311K +$306K +2,561 New
PTC
392
Private Trust Company
Ohio
$310K +$311K +2,601 New
ATPW
393
Ashton Thomas Private Wealth
Arizona
$306K -$80.3K -672 -21%
SCA
394
Snowden Capital Advisors
New York
$305K +$306K +2,559 New
NG
395
NWK Group
California
$303K +$51.6K +432 +20%
TA
396
TFG Advisers
Michigan
$302K -$33.9K -284 -10%
LAS
397
LWM Advisory Services
Florida
$299K +$120 +1 +0%
TCM
398
Triumph Capital Management
Colorado
$298K -$8.25K -69 -3%
SP
399
Successful Portfolios
Florida
$297K
EGA
400
E&G Advisors
Texas
$291K +$292K +2,439 New