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iShares 3-7 Year Treasury Bond ETF

496 hedge funds and large institutions have $63.4B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 171 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,882% more call options, than puts

Call options by funds: $145M | Put options by funds: $2.9M

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $59.3B → $63.4B (+$4.08B)

1% more funds holding

Funds holding: 489496 (+7)

7% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 171

0.65% less ownership

Funds ownership: 81.17%80.52% (-0.65%)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

Holders
496
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
8.68%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.75%
New
58
Increased
183
Reduced
171
Closed
43
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$24.2M -$991K -7,560 -4%
NAM
52
NorthCoast Asset Management
Connecticut
$23.9M +$285K +2,170 +1%
PA
53
Parkside Advisors
California
$23.2M +$1.04M +7,912 +5%
BA
54
Bridge Advisory
California
$22.5M -$915K -6,980 -4%
PFPT
55
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.4M +$511K +3,899 +2%
W
56
Wealthquest
Ohio
$21.8M +$641K +4,888 +3%
KP
57
Keel Point
Alabama
$21.1M -$16.1M -122,966 -43%
PAMS
58
Pictet Asset Management (Switzerland)
Switzerland
$20.2M +$20.4M +155,385 New
JHCM
59
Juniper Hill Capital Management
California
$20M
DCM
60
DeGreen Capital Management
Arizona
$18.9M +$968K +7,382 +5%
HighTower Advisors
61
HighTower Advisors
Illinois
$18.6M -$274K -2,086 -1%
BB
62
Berkshire Bank
Massachusetts
$18M +$524K +3,996 +3%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$17.7M +$13M +99,138 +268%
MML Investors Services
64
MML Investors Services
Massachusetts
$16.9M +$2.81M +21,416 +20%
AFS
65
Access Financial Services
Minnesota
$16.3M +$9.1M +69,389 +124%
BEC
66
Blue Edge Capital
Virginia
$15.9M +$336K +2,563 +2%
WJA
67
Willis Johnson & Associates
Texas
$14.9M +$288K +2,198 +2%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$14.5M +$7.58M +57,807 +109%
CFGS
69
Concourse Financial Group Securities
Alabama
$14.2M +$4.46M +34,046 +45%
KFAA
70
Klaas Financial Asset Advisors
Illinois
$14M +$964K +7,353 +7%
TPCW
71
TD Private Client Wealth
New York
$13.8M +$615K +4,692 +5%
OAM
72
Oppenheimer Asset Management
New York
$13.4M +$1.49M +11,368 +12%
JIR
73
James Investment Research
Ohio
$12.9M +$1.15M +8,800 +10%
CCP
74
Cardan Capital Partners
Colorado
$12.7M +$12.8M +97,921 New
WCM
75
Wealthcare Capital Management
Virginia
$11.8M -$837K -6,379 -7%