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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
RWA
551
Redhawk Wealth Advisors
Minnesota
-$527K -4,046 Closed
VPIM
552
Vanguard Personalized Indexing Management
California
-$483K -3,710 Closed
NAG
553
Northstar Advisory Group
New Jersey
-$413K -3,170 Closed
EIA
554
Eldridge Investment Advisors
New Hampshire
-$377K -2,900 Closed
IWM
555
IHT Wealth Management
Illinois
-$309K -2,375 Closed
CCWA
556
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$304K -2,337 Closed
SS
557
Simplicity Solutions
Minnesota
-$282K -2,170 Closed
Simplex Trading
558
Simplex Trading
Illinois
-$282K -2,167 Closed
PAM
559
Peak Asset Management
Colorado
-$251K -1,925 Closed
PFO
560
Pathstone Family Office
New Jersey
-$234K -1,803 Closed
CPSAC
561
Chas P. Smith & Associates (CPS)
Florida
-$233K -1,793 Closed
CCFM
562
Clear Creek Financial Management
Washington
-$229K -1,756 Closed
AA
563
Advisory Alpha
Michigan
-$216K -1,660 Closed
WP
564
WealthSource Partners
California
-$209K -1,608 Closed
DJSG
565
D.J. St. Germain
Massachusetts
-$207K -1,590 Closed
MA
566
MONECO Advisors
Connecticut
-$204K -1,570 Closed
SAS
567
Stelac Advisory Services
New York
-$133K -1,025 Closed
Vontobel Holding
568
Vontobel Holding
Switzerland
-$85K -652 Closed
BAM
569
Barrett Asset Management
New York
-$54K -416 Closed
LDFR
570
Lehman & Derafelo Financial Resources
Pennsylvania
-$53K -410 Closed
ADL
571
Asset Dedication LLC
California
-$30K -239 Closed
KFI
572
Key Financial Inc
Pennsylvania
-$24.7K -191 -98%
HA
573
Herold Advisors
New York
-$22K -174 Closed
GPA
574
Guidance Point Advisors
Massachusetts
-$22K -170 Closed
AWA
575
Arkadios Wealth Advisors
Georgia
-$21K -168 Closed