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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
MIM
426
Meixler Investment Management
Arizona
$207K -$36K -287 -14%
CG
427
Colony Group
Massachusetts
$206K -$6.27K -50 -3%
GG
428
Gofen & Glossberg
Illinois
$206K +$5.02K +40 +2%
TIM
429
Tortoise Investment Management
New York
$205K -$386K -3,080 -65%
WF
430
Warner Financial
Maryland
$205K
PJSIMP
431
P.J. Schmidt Investment Management (PJS)
Wisconsin
$204K -$74.8K -596 -26%
GPA
432
Garrison Point Advisors
California
$204K
Fisher Asset Management
433
Fisher Asset Management
Washington
$203K +$208K +1,660 New
MA
434
MBA Advisors
Pennsylvania
$201K -$50.2K -400 -20%
PP
435
PrairieView Partners
Minnesota
$182K +$187K +1,490 New
SPIA
436
Steward Partners Investment Advisory
New York
$170K
AIP
437
Ameritas Investment Partners
Nebraska
$167K +$1.25K +10 +0.7%
PA
438
Parallel Advisors
California
$161K -$137K -1,092 -45%
HI
439
Hudock Inc
Pennsylvania
$145K
ED
440
Exane Derivatives
France
$144K -$174K -1,389 -54%
CWM
441
Consultiva Wealth Management
Puerto Rico
$133K
IRC
442
Investors Research Corp
Georgia
$133K +$21.2K +169 +18%
SCA
443
Stonebridge Capital Advisors
Minnesota
$131K +$6.4K +51 +5%
RP
444
Rice Partnership
Hawaii
$124K +$12K +96 +10%
S
445
SignatureFD
Georgia
$116K +$125 +1 +0.1%
SAM
446
Strategic Asset Management
Minnesota
$103K -$11K -88 -9%
SW
447
SVB Wealth
Massachusetts
$101K
GWM
448
Geneos Wealth Management
Colorado
$100K -$747K -5,950 -88%
PCTC
449
Perkins Coie Trust Company
Washington
$88K
CPA
450
Cardiff Park Advisors
California
$87K