We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

535 hedge funds and large institutions have $8.39B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 176 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

965% more call options, than puts

Call options by funds: $91.8M | Put options by funds: $8.62M

87% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 54

8% more funds holding

Funds holding: 496535 (+39)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.05% more ownership

Funds ownership: 80.52%80.57% (+0.05%)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 177

87% less capital invested

Capital invested by funds: $63.4B → $8.39B (-$55B)

Holders
535
Holders Change
+39
Holders Change %
+7.86%
% of All Funds
8.23%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.68%
New
101
Increased
176
Reduced
177
Closed
54
Calls
$91.8M
Puts
$8.62M
Net Calls
+$83.2M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
476
Financial Enhancement Group
Indiana
$32K
C
477
Covestor
United Kingdom
$31K +$30.9K +239 New
HIA
478
Harbor Investment Advisory
Maryland
$30K
BCA
479
Bray Capital Advisors
Florida
$26K
RDIA
480
RE Dickinson Investment Advisors
Iowa
$25K +$25.4K +197 New
CCM
481
Covington Capital Management
California
$23K
EW
482
Element Wealth
Mississippi
$23K
FAG
483
Fortitude Advisory Group
Washington
$22K +$21.9K +170 New
TSWM
484
Tyler-Stone Wealth Management
Ohio
$21K +$21.6K +167 New
JWM
485
Janiczek Wealth Management
Colorado
$20K +$20.5K +159 New
Northern Trust
486
Northern Trust
Illinois
$20K +$67K +519 +3%
BWA
487
BDO Wealth Advisors
Florida
$19K -$516 -4 -3%
CAL
488
Capital Analysts LLC
Pennsylvania
$18K
TAM
489
Townsend Asset Management
North Carolina
$15K
GAM
490
Gemmer Asset Management
California
$13K
ACA
491
Aptus Capital Advisors
Alabama
$12K
JHCP
492
Jackson Hole Capital Partners
Oklahoma
$12K
LFG
493
Larson Financial Group
Missouri
$12K +$129 +1 +1%
RG
494
Retirement Group
California
$12K +$129 +1 +1%
DWMG
495
DB Wealth Management Group
California
$12K +$12.4K +96 New
CWS
496
Confluence Wealth Services
Pennsylvania
$12K +$12.7K +98 New
CT
497
Caldwell Trust
Florida
$11.6K -$11.6K -90 -50%
SL
498
Savior LLC
Massachusetts
$11K
AA
499
Ancora Advisors
Ohio
$11K +$2.32K +18 +26%
First Manhattan
500
First Manhattan
New York
$11K +$7.36K +57 +158%