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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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$62.3M +$14.5M +115,563 +29%
KeyBank National Association
27
KeyBank National Association
Ohio
$60.6M +$3.51M +27,988 +6%
VFA
28
Voya Financial Advisors
Connecticut
$60.4M +$62.1M +494,720 New
BSB
29
Bangor Savings Bank
Maine
$59.4M -$10.9M -86,490 -15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$55.9M -$17M -135,438 -23%
Truist Financial
31
Truist Financial
North Carolina
$55.5M -$48.2M -383,961 -46%
Osaic Holdings
32
Osaic Holdings
Arizona
$55.1M +$5.84M +46,524 +19%
CFIA
33
Cantor Fitzgerald Investment Advisors
New York
$49.1M +$8.05M +64,171 +19%
BSW
34
Buckingham Strategic Wealth
Missouri
$48.9M +$23.9M +190,606 +91%
BPWM
35
Badgley Phelps Wealth Managers
Washington
$48.5M +$3.43M +27,367 +7%
KAM
36
Kensington Asset Management
Texas
$45M -$85.8M -684,060 -65%
AP
37
Advisors Preferred
Maryland
$44.8M -$85.8M -684,060 -65%
AWM
38
AE Wealth Management
Kansas
$44.5M +$1.87M +14,886 +4%
RVPG
39
Relative Value Partners Group
$39.6M +$35.7M +284,635 +711%
SF
40
Synovus Financial
Georgia
$39.4M +$28.3M +225,675 +232%
MG
41
Mather Group
Illinois
$39.3M -$12M -95,716 -23%
PG
42
Proffitt & Goodson
Tennessee
$38.4M -$7.08M -56,387 -15%
EVM
43
Eaton Vance Management
Massachusetts
$37.7M +$5.18M +41,252 +15%
HNB
44
Huntington National Bank
Ohio
$36.3M
IA
45
IndexIQ Advisors
New York
$35.8M -$32.7M -260,692 -47%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5M -$38.3M -305,570 -52%
SRG
47
SBB Research Group
Illinois
$34.4M -$45.4M -362,103 -56%
FFM
48
Fullerton Fund Management
Singapore
$34M +$34.9M +278,206 New
State Street
49
State Street
Massachusetts
$28.6M +$2.32M +18,473 +9%
SWA
50
SFMG Wealth Advisors
Texas
$28.3M +$15.4M +122,545 +112%