IEI icon

iShares 3-7 Year Treasury Bond ETF

538 hedge funds and large institutions have $10.1B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-11
Holders Change %
-2%
% of All Funds
9.3%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.97%
New
67
Increased
191
Reduced
200
Closed
75
Calls
$156M
Puts
$114M
Net Calls
+$42.3M
Net Calls Change
-$54.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
401
Hudock Inc
Pennsylvania
$271K +$12K +105 +5%
RW
402
REDW Wealth
New Mexico
$270K
WF
403
Warner Financial
Maryland
$264K +$72.3K +633 +38%
TC
404
TAP Consulting
Missouri
$263K -$127K -1,110 -33%
RWA
405
Redhawk Wealth Advisors
Minnesota
$263K -$48.7K -426 -16%
JCM
406
Jacobi Capital Management
Pennsylvania
$263K +$114 +1 +0%
BCA
407
Bay Colony Advisors
Massachusetts
$256K +$8.47K +74 +3%
CB
408
Cadence Bank
Mississippi
$255K +$255K +2,226 New
WP
409
WealthSource Partners
California
$255K +$255K +2,231 New
HWA
410
HCR Wealth Advisors
California
$254K +$254K +2,225 New
SGAM
411
Stephens Group Asset Management
Arkansas
$253K
EWM
412
Evercore Wealth Management
New York
$252K +$252K +2,206 New
ACA
413
Aptus Capital Advisors
Alabama
$249K +$235K +2,051 +1,641%
ARC
414
Advisor Resource Council
Texas
$246K +$246K +2,150 New
IWM
415
IHT Wealth Management
Illinois
$246K +$246K +2,154 New
SAM
416
Stringer Asset Management
Tennessee
$246K +$246K +4,006 New
LJAC
417
L.J. Altfest & Co
New York
$244K
CS
418
Credit Suisse
Switzerland
$240K -$615K -5,372 -72%
SC
419
Solstein Capital
California
$240K
OFG
420
OmniStar Financial Group
North Carolina
$239K -$964K -8,459 -80%
MPCL
421
My Personal CFO LLC
Washington
$236K -$247M -2,094 -100%
CAC
422
Certified Advisory Corp
Florida
$232K -$27.7K -243 -11%
PTC
423
Private Trust Company
Ohio
$231K -$65.6K -575 -22%
Comerica Bank
424
Comerica Bank
Texas
$230K -$208K -1,837 -47%
LA
425
Latitude Advisors
Florida
$230K +$230K +2,010 New