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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
SIS
501
Sound Income Strategies
Florida
$7K +$6.78K +54 New
Jones Financial Companies
502
Jones Financial Companies
Missouri
$7K +$7.03K +56 New
ZIG
503
Zullo Investment Group
Pennsylvania
$6K
BBHC
504
Brown Brothers Harriman & Co
New York
$6K +$6.53K +52 New
TAM
505
Tucker Asset Management
Colorado
$5.37K +$5.52K +44 New
TFP
506
Tilia Fiduciary Partners
North Carolina
$5K -$5.39K -43 -49%
CFN
507
Cordasco Financial Network
Florida
$5K
GWANC
508
Guardian Wealth Advisors (North Carolina)
North Carolina
$5K
HCP
509
Hexagon Capital Partners
Arkansas
$5K
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$4.27K +34 New
UB
511
UMB Bank
Missouri
$5K +$4.89K +39 New
PO
512
Private Ocean
California
$5K +$5.27K +42 New
CDIA
513
Capital Directions Investment Advisors
Georgia
$5K +$5.39K +43 New
CPFP
514
Clear Perspectives Financial Planning
Ohio
$4K -$349K -2,780 -99%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$4K
GLLW
516
Graves Light Lenhart Wealth
Virginia
$4K
AIC
517
Archer Investment Corporation
Indiana
$3K
AFG
518
Albion Financial Group
Utah
$3K -$3.26K -26 -50%
CFD
519
Creative Financial Designs
Indiana
$3K -$1K -8 -24%
ANBT
520
American National Bank & Trust
Texas
$3K
CCM
521
Cribstone Capital Management
Maine
$3K
MAWCM
522
Mine & Arao Wealth Creation & Management
California
$3K
NC
523
NewSquare Capital
Pennsylvania
$3K +$2.01K +16 +229%
ZB
524
Zions Bancorporation
Utah
$3K +$3.39K +27 New
MRCM
525
M&R Capital Management
New Jersey
$3K +$3.64K +29 New