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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
CIAS
401
CFS Investment Advisory Services
New Jersey
$279K +$518M +4,126,212 +12,122%
SWP
402
Summit Wealth Partners
Florida
$268K -$69.9K -557 -20%
MCC
403
Money Concepts Capital
Florida
$268K -$45.3K -361 -14%
FC
404
Financial Consulate
Maryland
$263K -$48.1K -383 -15%
HCM
405
Hudson Capital Management
New Jersey
$262K -$83.9K -669 -24%
GIA
406
Gladstone Institutional Advisory
Florida
$261K -$64.9K -517 -19%
NCM
407
Novare Capital Management
North Carolina
$257K -$71.4K -569 -21%
NG
408
NWK Group
California
$257K +$502 +4 +0.2%
MPCL
409
My Personal CFO LLC
Washington
$256K -$502K -4,000 -66%
PIA
410
Pinion Investment Advisors
Kansas
$254K -$102K -809 -28%
VC
411
Vicus Capital
Pennsylvania
$250K -$26.9K -214 -9%
AWM
412
Apollon Wealth Management
South Carolina
$246K +$252K +2,012 New
TW
413
Transform Wealth
Colorado
$244K -$1.36M -10,827 -84%
BRWA
414
B. Riley Wealth Advisors
Florida
$243K -$2.18M -17,413 -90%
FFS
415
Founders Financial Securities
Maryland
$239K -$4.77K -38 -2%
OIA
416
OneDigital Investment Advisors
Kansas
$232K +$30.4K +242 +15%
BNP Paribas Financial Markets
417
BNP Paribas Financial Markets
France
$232K +$238K +1,900 New
CAPTRUST Financial Advisors
418
CAPTRUST Financial Advisors
North Carolina
$230K -$76K -606 -24%
RWA
419
RGT Wealth Advisors
Texas
$227K -$274K -2,184 -54%
JCM
420
Jacobi Capital Management
Pennsylvania
$221K +$5.14K +41 +2%
TRCT
421
Tower Research Capital (TRC)
New York
$220K +$164K +1,311 +268%
EW
422
Element Wealth
Mississippi
$218K +$202K +1,607 +898%
CCB
423
Country Club Bank
Missouri
$213K +$219K +1,748 New
FNT
424
First National Trust
Pennsylvania
$210K
TAIM
425
TD Ameritrade Investment Management
Nebraska
$209K +$9.41K +75 +5%