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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
SAM
451
Strategic Asset Management
Minnesota
$101K
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$25.9K +217 +36%
RP
453
Rice Partnership
Hawaii
$92K -$29.4K -246 -24%
GWM
454
Geneos Wealth Management
Colorado
$89K -$9.92K -83 -10%
PCTC
455
Perkins Coie Trust Company
Washington
$87K
CPA
456
Cardiff Park Advisors
California
$85K
SAM
457
S.A. Mason
Michigan
$84K
BWL
458
Bogart Wealth LLC
Virginia
$68K +$67.9K +568 New
AAP
459
Arax Advisory Partners
Colorado
$67K +$11.5K +96 +20%
Fidelity Investments
460
Fidelity Investments
Massachusetts
$66K -$385K -3,219 -85%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$66K +$120 +1 +0.2%
SC
462
Stephens Consulting
Michigan
$61.6K +$61.7K +516 New
FCA
463
FinTrust Capital Advisors
South Carolina
$58K
AW
464
Avion Wealth
Texas
$54K +$53.8K +450 New
CWM
465
Cranbrook Wealth Management
Michigan
$53K
FPS
466
Fieldpoint Private Securities
Connecticut
$50K -$14.1K -118 -22%
LDFR
467
Lehman & Derafelo Financial Resources
Pennsylvania
$49K +$49K +410 New
DI
468
Disciplined Investments
Oklahoma
$46K
PP
469
Pacifica Partners
Canada
$46K
BA
470
Ballast Advisors
Minnesota
$45K
HPC
471
HM Payson & Co
Maine
$45K +$44.8K +375 New
AF
472
Advisornet Financial
Minnesota
$44K +$43.9K +367 New
CT
473
Caldwell Trust
Florida
$40.5K +$19.2K +161 +90%
CLOS
474
Compagnie Lombard Odier SCmA
Switzerland
$39K
CWAF
475
Core Wealth Advisors (Florida)
Florida
$36K +$35.9K +300 New