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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
JWM
576
Jackson Wealth Management
Florida
-$286K -2,224 Closed
IFG
577
Investors Financial Group
Minnesota
-$270K -2,098 Closed
DIM
578
Delta Investment Management
California
-$262K -2,034 Closed
JFG
579
JMG Financial Group
Illinois
-$261K -2,027 Closed
CWM
580
Cornerstone Wealth Management
Missouri
-$245K -1,910 Closed
MAWAG
581
Mid-American Wealth Advisory Group
Missouri
-$245K -1,901 Closed
ARC
582
Advisor Resource Council
Texas
-$241K -1,872 Closed
WIC
583
Whitegate Investment Counselors
New Hampshire
-$240K -1,864 Closed
MFA
584
Mayflower Financial Advisors
Massachusetts
-$237K -1,841 Closed
HSA
585
HBK Sorce Advisory
Pennsylvania
-$231K -1,796 Closed
SCM
586
Spreng Capital Management
Ohio
-$227K -1,765 Closed
EWM
587
Evercore Wealth Management
New York
-$222K -1,722 Closed
TC
588
TownSquare Capital
Utah
-$207K -1,607 Closed
NAM
589
NTV Asset Management
West Virginia
-$206K -1,600 Closed
NWM
590
Northwest Wealth Management
Iowa
-$202K -1,572 Closed
SLG
591
Stanley-Laman Group
Pennsylvania
-$202K -1,571 Closed
BHWM
592
Bar Harbor Wealth Management
New Hampshire
-$202K -1,568 Closed
EB
593
Eastern Bank
Massachusetts
-$201K -1,562 Closed
CAG
594
Csenge Advisory Group
Florida
-$201K -1,538 Closed
FAM
595
Frontier Asset Management
Wyoming
-$194K -1,506 Closed
TLFA
596
True Link Financial Advisors
California
-$174K -1,350 Closed
ARIS
597
Advanced Research Investment Solutions
California
-$115K -900 Closed
AF
598
Advisornet Financial
Minnesota
-$90K -700 Closed
TCOV
599
Trust Company of Vermont
Vermont
-$76K -587 Closed
KPCM
600
Kings Point Capital Management
New York
-$70K -545 Closed