We are live on ! Find out more
IEI icon

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
TBWA
426
Three Bridge Wealth Advisors
California
$233K +$234K +1,955 New
PIA
427
Pinion Investment Advisors
Kansas
$229K -$19.7K -165 -8%
BRWA
428
B. Riley Wealth Advisors
Florida
$226K -$11.4K -95 -5%
OIA
429
OneDigital Investment Advisors
Kansas
$223K -$3.83K -32 -2%
EWMCB
430
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$222K +$222K +1,861 New
BWM
431
Baystate Wealth Management
Massachusetts
$222K +$223K +1,862 New
HSA
432
HBK Sorce Advisory
Pennsylvania
$215K +$215K +1,799 New
S
433
SignatureFD
Georgia
$209K +$96.3K +806 +85%
CAWM
434
Capital Advisors Wealth Management
Washington
$205K -$138K -1,153 -40%
FNT
435
First National Trust
Pennsylvania
$205K
EW
436
Element Wealth
Mississippi
$202K -$11.5K -96 -5%
TAIM
437
TD Ameritrade Investment Management
Nebraska
$201K -$3.47K -29 -2%
WF
438
Warner Financial
Maryland
$200K
CWM
439
Cornerstone Wealth Management
Missouri
$200K +$200K +1,677 New
CMA
440
Cedar Mountain Advisors
Oregon
$192K -$3.12M -26,131 -94%
MCC
441
Money Concepts Capital
Florida
$186K -$77.7K -650 -30%
SPIA
442
Steward Partners Investment Advisory
New York
$166K -$598 -5 -0.4%
AIP
443
Ameritas Investment Partners
Nebraska
$165K +$1.31K +11 +0.8%
HCA
444
Heck Capital Advisors
Wisconsin
$158K +$158K +1,322 New
PA
445
Parallel Advisors
California
$148K -$10K -84 -6%
BNP Paribas Financial Markets
446
BNP Paribas Financial Markets
France
$143K -$83.7K -700 -37%
IRC
447
Investors Research Corp
Georgia
$138K +$7.77K +65 +6%
CWM
448
Consultiva Wealth Management
Puerto Rico
$130K
SCA
449
Stonebridge Capital Advisors
Minnesota
$128K
ZB
450
Zions Bancorporation
Utah
$112K +$109K +908 +3,363%