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iShares 3-7 Year Treasury Bond ETF

496 hedge funds and large institutions have $63.4B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 171 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,882% more call options, than puts

Call options by funds: $145M | Put options by funds: $2.9M

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $59.3B → $63.4B (+$4.08B)

1% more funds holding

Funds holding: 489496 (+7)

7% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 171

0.65% less ownership

Funds ownership: 81.17%80.52% (-0.65%)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

Holders
496
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
8.68%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.75%
New
58
Increased
183
Reduced
171
Closed
43
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
451
Herold Advisors
New York
$22K +$22.8K +174 New
AWA
452
Arkadios Wealth Advisors
Georgia
$21K
Northern Trust
453
Northern Trust
Illinois
$20K -$3.01M -22,918 -60%
BWA
454
BDO Wealth Advisors
Florida
$19K
CAL
455
Capital Analysts LLC
Pennsylvania
$19K
CAGAS
456
Capital Advisory Group Advisory Services
Minnesota
$18K
HWMA
457
Heritage Wealth Management (Arizona)
Arizona
$15K
TAM
458
Townsend Asset Management
North Carolina
$15K +$131 +1 +0.9%
JPLA
459
Joseph P. Lucia & Associates
New York
$14K
FNBOSM
460
First National Bank of South Miami
Florida
$13K
GAM
461
Gemmer Asset Management
California
$13K
Qube Research & Technologies (QRT)
462
Qube Research & Technologies (QRT)
United Kingdom
$12K -$76.5M -583,583 -100%
ACA
463
Aptus Capital Advisors
Alabama
$12K -$131 -1 -1%
JHCP
464
Jackson Hole Capital Partners
Oklahoma
$12K
RG
465
Retirement Group
California
$12K
LFG
466
Larson Financial Group
Missouri
$12K +$4.46K +34 +62%
SL
467
Savior LLC
Massachusetts
$11K
BA
468
Bellwether Advisors
Nebraska
$10K
LWM
469
Liberty Wealth Management
California
$10K +$4.85K +37 +100%
PFGIA
470
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$12.7K -97 -58%
AA
471
Ancora Advisors
Ohio
$9K +$8.92K +68 New
Barclays
472
Barclays
United Kingdom
$9K +$9.18K +70 New
JFA
473
JNBA Financial Advisors
Minnesota
$8K
KA
474
Kozak & Associates
Colorado
$8K +$7.87K +60 New
CWA
475
Clearview Wealth Advisors
Oregon
$7K