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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
ACA
51
Anchor Capital Advisors
Massachusetts
$27.7M -$304K -2,423 -1%
TC
52
Trilogy Capital
California
$26.7M +$2.78M +22,167 +11%
SC
53
Schoolcraft Capital
Colorado
$26M +$893K +7,115 +3%
ODIJL
54
One Day In July LLC
Vermont
$24.7M -$284K -2,265 -1%
RJA
55
Raymond James & Associates
Florida
$24.3M -$35.3M -281,096 -58%
W
56
Wealthquest
Ohio
$22.3M
DF
57
Donoghue Forlines
Massachusetts
$21.6M +$22.2M +177,205 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$21.5M -$83.7M -667,376 -79%
PAMS
59
Pictet Asset Management (Switzerland)
Switzerland
$21.1M +$3.8M +30,265 +21%
PA
60
Parkside Advisors
California
$21.1M +$3.9M +31,100 +22%
AF
61
Allworth Financial
California
$20.6M +$4.3M +34,252 +26%
US Bancorp
62
US Bancorp
Minnesota
$20.1M -$2M -15,903 -9%
RWM
63
Ritholtz Wealth Management
New York
$20M +$9.14M +72,869 +80%
MAM
64
Madison Asset Management
Wisconsin
$20M -$8.26M -65,821 -29%
AIM
65
Alhambra Investment Management
Florida
$19.3M +$9.67M +77,083 +95%
HTC
66
Haverford Trust Company
Pennsylvania
$18.8M +$19.3M +153,782 New
JHCM
67
Juniper Hill Capital Management
California
$18.7M
HVIA
68
Hudson Valley Investment Advisors
New York
$18.2M +$18.7M +149,115 New
Citadel Advisors
69
Citadel Advisors
Florida
$17.7M +$8.15M +64,926 +81%
CW
70
Connectus Wealth
Ohio
$17.7M +$17.2M +137,049 New
PWAG
71
Polaris Wealth Advisory Group
California
$17.6M +$18.3M +146,243 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$17.1M -$34.8M -277,068 -66%
BB
73
Berkshire Bank
Massachusetts
$16.9M +$345K +2,752 +2%
MML Investors Services
74
MML Investors Services
Massachusetts
$16M -$225K -1,795 -1%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$16M -$446K -3,558 -3%