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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
EB
426
Eastern Bank
Massachusetts
$201K -$470K -3,643 -70%
CAG
427
Csenge Advisory Group
Florida
$201K -$5.29K -41 -3%
GIM
428
Goelzer Investment Management
Indiana
$200K -$72.7K -563 -27%
FAM
429
Frontier Asset Management
Wyoming
$194K +$194K +1,506 New
HI
430
Harbour Investments
Wisconsin
$181K -$102K -790 -36%
SPIA
431
Steward Partners Investment Advisory
New York
$179K -$60.6K -469 -25%
AIP
432
Ameritas Investment Partners
Nebraska
$175K -$32.4K -251 -16%
TLFA
433
True Link Financial Advisors
California
$174K
HI
434
Hudock Inc
Pennsylvania
$153K
CWM
435
Consultiva Wealth Management
Puerto Rico
$140K
SCA
436
Stonebridge Capital Advisors
Minnesota
$131K
MA
437
MUFG Americas
New York
$125K
S
438
SignatureFD
Georgia
$122K +$258 +2 +0.2%
SAM
439
Strategic Asset Management
Minnesota
$120K -$741K -5,742 -86%
IRC
440
Investors Research Corp
Georgia
$119K +$24K +186 +25%
RP
441
Rice Partnership
Hawaii
$119K +$36.8K +285 +45%
ARIS
442
Advanced Research Investment Solutions
California
$115K +$116K +900 New
SW
443
SVB Wealth
Massachusetts
$106K
PCTC
444
Perkins Coie Trust Company
Washington
$93K -$17.9K -139 -16%
CPA
445
Cardiff Park Advisors
California
$92K +$91.9K +712 New
AF
446
Advisornet Financial
Minnesota
$90K
SAM
447
S.A. Mason
Michigan
$90K +$7.75K +60 +9%
TCOV
448
Trust Company of Vermont
Vermont
$76K +$75.8K +587 New
Fifth Third Bancorp
449
Fifth Third Bancorp
Ohio
$73K -$32K -248 -30%
KPCM
450
Kings Point Capital Management
New York
$70K +$70.4K +545 New