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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
CFD
526
Creative Financial Designs
Indiana
$4K +$478 +4 +15%
TFA
527
Transamerica Financial Advisors
Florida
$4K +$3.47K +29 New
AFG
528
Albion Financial Group
Utah
$3K
ANBT
529
American National Bank & Trust
Texas
$3K
MAWCM
530
Mine & Arao Wealth Creation & Management
California
$3K
MRCM
531
M&R Capital Management
New Jersey
$3K
NC
532
NewSquare Capital
Pennsylvania
$3K
AIC
533
Archer Investment Corporation
Indiana
$2.98K
FMP
534
Financial Management Professionals
Texas
$2K
SWA
535
SOA Wealth Advisors
New York
$2K
WB
536
Webster Bank
Connecticut
$2K
WAM
537
Worth Asset Management
Texas
$2K
AW
538
ACG Wealth
Georgia
$2K +$1.79K +15 New
BPC
539
Banque Pictet & Cie
Switzerland
$1.22K +$41.4K +346 +3%
1IA
540
1834 Investment Advisors
Wisconsin
$1K
MFC
541
Morris Financial Concepts
South Carolina
$1K
BC
542
Bartlett & Co
Ohio
$1K +$837 +7 New
BCWM
543
Bartlett & Co Wealth Management
Ohio
$835 +$837 +7 New
HT
544
HighTower Trust
Texas
$626 +$804K +6,727 New
BRWM
545
B. Riley Wealth Management
Tennessee
$252 +$252K +2,110 New
GFPC
546
Global Financial Private Client
Florida
$240
TWC
547
TD Waterhouse Canada
Ontario, Canada
$120
HWMA
548
Heritage Wealth Management (Arizona)
Arizona
$119 -$7.41K -62 -98%
RDIA
549
RE Dickinson Investment Advisors
Iowa
$5 -$55.7K -466 -92%
AP
550
Advisors Preferred
Maryland
-$44.8M -368,900 Closed