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
NC
526
NewSquare Capital
Pennsylvania
$1K
SWM
527
Selective Wealth Management
Virginia
$1K
VCM
528
Versant Capital Management
Arizona
$1K
Cohen & Steers
529
Cohen & Steers
New York
$1K +$516 +4 New
Bessemer Group
530
Bessemer Group
New Jersey
$1K +$904 +7 New
PA
531
PSI Advisors
Florida
$1K +$904 +7 New
PMFA
532
Plante Moran Financial Advisors
Michigan
$1K +$1.16K +9 New
MFC
533
Morris Financial Concepts
South Carolina
$1K +$1.42K +11 New
GFPC
534
Global Financial Private Client
Florida
$257
TWC
535
TD Waterhouse Canada
Ontario, Canada
$128 +$129 +1 New
FFG
536
Ford Financial Group
California
$14 +$14.8K +115 New
AFS
537
Access Financial Services
Minnesota
-$16.3M -125,265 Closed
GFG
538
Greystone Financial Group
Michigan
-$9.5M -72,952 Closed
MIAN
539
Mariner Independent Advisor Network
Kansas
-$6.72M -51,633 Closed
GRP
540
Global Retirement Partners
California
-$2.51M -19,281 Closed
OMC
541
Old Mission Capital
Illinois
-$2.04M -15,673 Closed
RWB
542
RMR Wealth Builders
New Jersey
-$1.95M -15,000 Closed
TIA
543
Traphagen Investment Advisors
New Jersey
-$1.78M -13,640 Closed
Natixis Advisors
544
Natixis Advisors
Massachusetts
-$1.38M -10,561 Closed
Millennium Management
545
Millennium Management
New York
-$1.11M -8,513 Closed
AI
546
AdvisorShares Investments
Maryland
-$952K -7,314 Closed
FT
547
Fiduciary Trust
Massachusetts
-$884K -6,786 Closed
CWM
548
CCG Wealth Management
California
-$875K -6,726 Closed
AIM
549
Astor Investment Management
Illinois
-$618K -4,750 Closed
IAN
550
Integrated Advisors Network
Texas
-$585K -4,493 Closed