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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
RJA
26
Raymond James & Associates
Florida
$88.4M +$64.7M +541,092 +271%
M&T Bank
27
M&T Bank
New York
$81.1M +$77.3M +646,788 +1,435%
HCM
28
Hilton Capital Management
New York
$72.8M +$10.2M +84,990 +16%
SFG
29
SNS Financial Group
Minnesota
$70.3M +$80.4K +673 +0.1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$65.7M -$5.53M -46,275 -8%
Truist Financial
31
Truist Financial
North Carolina
$65.2M +$10.9M +91,600 +20%
CF
32
Cantor Fitzgerald
New York
$63.6M +$63.7M +532,713 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$62.6M +$1.74M +14,578 +3%
VFA
34
Voya Financial Advisors
Connecticut
$61M +$2.32M +19,448 +4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$56.5M +$1.85M +15,507 +3%
KeyBank National Association
36
KeyBank National Association
Ohio
$56.4M -$2.8M -23,468 -5%
FFM
37
Fullerton Fund Management
Singapore
$53.1M +$19.9M +166,472 +60%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$49.4M +$35.5M +297,166 +254%
BPWM
39
Badgley Phelps Wealth Managers
Washington
$47.3M -$146K -1,225 -0.3%
PG
40
Proffitt & Goodson
Tennessee
$42.4M +$4.89M +40,877 +13%
SF
41
Synovus Financial
Georgia
$40.7M +$2.16M +18,088 +6%
AWM
42
AE Wealth Management
Kansas
$40.4M -$3.14M -26,237 -7%
PWAG
43
Polaris Wealth Advisory Group
California
$39.6M +$22.2M +185,913 +127%
BSW
44
Buckingham Strategic Wealth
Missouri
$39.4M -$8.41M -70,396 -18%
RVPG
45
Relative Value Partners Group
$37.9M -$988K -8,266 -3%
Osaic Holdings
46
Osaic Holdings
Arizona
$36.9M +$2.75M +22,982 +8%
HNB
47
Huntington National Bank
Ohio
$35.5M
MG
48
Mather Group
Illinois
$31.9M -$6.46M -54,088 -17%
PAMS
49
Pictet Asset Management (Switzerland)
Switzerland
$30.4M +$9.76M +81,640 +47%
ECM
50
Evergreen Capital Management
Washington
$30.1M +$30.1M +252,005 New