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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
ARC
401
Advisor Resource Council
Texas
$241K +$242K +1,872 New
WIC
402
Whitegate Investment Counselors
New Hampshire
$240K -$197K -1,529 -45%
MFA
403
Mayflower Financial Advisors
Massachusetts
$237K -$32.3K -250 -12%
HSA
404
HBK Sorce Advisory
Pennsylvania
$231K +$258 +2 +0.1%
Lido Advisors
405
Lido Advisors
California
$228K -$9.81K -76 -4%
JCM
406
Jacobi Capital Management
Pennsylvania
$228K +$7.75K +60 +4%
SCM
407
Spreng Capital Management
Ohio
$227K -$3.87K -30 -2%
DIP
408
DT Investment Partners
Pennsylvania
$225K +$19.4K +150 +9%
CG
409
Colony Group
Massachusetts
$224K -$23.4K -181 -9%
EWM
410
Evercore Wealth Management
New York
$222K -$3.87K -30 -2%
AAS
411
Avantax Advisory Services
Texas
$221K -$82.1K -636 -27%
FNT
412
First National Trust
Pennsylvania
$221K -$26.2K -203 -11%
II
413
Inspire Investing
Idaho
$216K +$217K +1,678 New
PFG
414
PAX Financial Group
Texas
$216K +$217K +1,678 New
WF
415
Warner Financial
Maryland
$216K +$217K +1,679 New
GPA
416
Garrison Point Advisors
California
$215K
OIA
417
OneDigital Investment Advisors
Kansas
$213K -$32.3K -250 -13%
GG
418
Gofen & Glossberg
Illinois
$212K
TAIM
419
TD Ameritrade Investment Management
Nebraska
$211K +$37.3K +289 +21%
TC
420
TownSquare Capital
Utah
$207K
NAM
421
NTV Asset Management
West Virginia
$206K
SAA
422
Southeast Asset Advisors
Georgia
$204K
SLG
423
Stanley-Laman Group
Pennsylvania
$202K -$31.5K -244 -13%
BHWM
424
Bar Harbor Wealth Management
New Hampshire
$202K -$22.2K -172 -10%
NWM
425
Northwest Wealth Management
Iowa
$202K +$1.55K +12 +0.8%