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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
CAL
476
Capital Analysts LLC
Pennsylvania
$22K +$5.02K +40 +28%
CT
477
Caldwell Trust
Florida
$21.7K +$11K +88 +98%
HA
478
Herold Advisors
New York
$21.2K +$21.8K +174 New
CCM
479
Covington Capital Management
California
$21K
PB
480
Pinnacle Bancorp
Nebraska
$21K +$21.8K +174 New
Qube Research & Technologies (QRT)
481
Qube Research & Technologies (QRT)
United Kingdom
$20K -$25.8K -206 -56%
T
482
TCWP
Ohio
$20K +$20.7K +165 New
TF
483
Tompkins Financial
New York
$19K +$19.7K +157 New
BW
484
Bison Wealth
Georgia
$17K +$17.1K +136 New
WWP
485
WR Wealth Planners
Missouri
$16.8K +$17.3K +138 New
TAM
486
Townsend Asset Management
North Carolina
$14K
CWP
487
Concord Wealth Partners
Virginia
$13K +$13.3K +106 New
BWP
488
Baldwin Wealth Partners
Massachusetts
$13K +$13.7K +109 New
HBW
489
Hazlett, Burt & Watson
West Virginia
$13K +$13.8K +110 New
GAM
490
Gemmer Asset Management
California
$12K
LFG
491
Larson Financial Group
Missouri
$12K +$502 +4 +4%
First Manhattan
492
First Manhattan
New York
$12K +$1.51K +12 +13%
ACA
493
Aptus Capital Advisors
Alabama
$11K
JHCP
494
Jackson Hole Capital Partners
Oklahoma
$11K
RG
495
Retirement Group
California
$11K
BA
496
Bellwether Advisors
Nebraska
$10K
NFSG
497
Newbridge Financial Services Group
Florida
$10K +$10.8K +86 New
AA
498
Ancora Advisors
Ohio
$8K -$2.26K -18 -21%
HWMA
499
Heritage Wealth Management (Arizona)
Arizona
$8K +$7.91K +63 New
SC
500
SouthState Corp
Florida
$8K +$8.53K +68 New