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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
LWM
401
Laidlaw Wealth Management
New York
$287K -$7.89K -66 -3%
MSL
402
Mackay Shields LLC
New York
$286K +$287K +2,400 New
FA
403
Flagstar Advisors
New York
$282K -$13.1K -110 -4%
RW
404
REDW Wealth
New Mexico
$282K
AWM
405
Apollon Wealth Management
South Carolina
$278K +$37.5K +314 +16%
JCM
406
Jacobi Capital Management
Pennsylvania
$274K +$58K +485 +27%
CAC
407
Certified Advisory Corp
Florida
$272K -$42.3K -354 -13%
HI
408
Hudock Inc
Pennsylvania
$271K +$129K +1,081 +91%
RCAG
409
Rehmann Capital Advisory Group
Michigan
$270K -$4.54K -38 -2%
SGAM
410
Stephens Group Asset Management
Arkansas
$267K -$118K -990 -31%
SIA
411
SeaBridge Investment Advisors
New Jersey
$267K +$267K +2,235 New
BAM
412
Belpointe Asset Management
Nevada
$265K -$201K -1,680 -43%
SMFG
413
Sumitomo Mitsui Financial Group
Japan
$264K -$225K -1,884 -46%
BCA
414
Bay Colony Advisors
Massachusetts
$262K -$75.7K -633 -23%
TI
415
Trexquant Investment
Connecticut
$261K +$262K +2,191 New
LJAC
416
L.J. Altfest & Co
New York
$255K -$41.2K -345 -14%
SC
417
Solstein Capital
California
$251K +$251K +2,102 New
MPCL
418
My Personal CFO LLC
Washington
$250K
FC
419
Financial Consulate
Maryland
$248K -$9.2K -77 -4%
SWP
420
Summit Wealth Partners
Florida
$246K -$16.9K -141 -6%
TIM
421
Tortoise Investment Management
New York
$243K +$43K +360 +21%
RWA
422
RGT Wealth Advisors
Texas
$241K +$19.4K +162 +9%
TW
423
Transform Wealth
Colorado
$236K -$2.75K -23 -1%
FFS
424
Founders Financial Securities
Maryland
$234K
DADC
425
D.A. Davidson & Co
Montana
$233K -$45.8K -383 -16%