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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
NYLIM
51
New York Life Investment Management
New York
$29.5M +$29.5M +247,019 New
TC
52
Trilogy Capital
California
$28.6M +$2.52M +21,053 +10%
ACA
53
Anchor Capital Advisors
Massachusetts
$27.5M +$418K +3,497 +2%
AF
54
Allworth Financial
California
$27.2M +$7.07M +59,188 +35%
UCFA
55
United Capital Financial Advisors
Texas
$26.7M +$26.7M +223,711 New
SC
56
Schoolcraft Capital
Colorado
$25.3M -$88.9K -744 -0.3%
ODIJL
57
One Day In July LLC
Vermont
$23.4M -$754K -6,310 -3%
Jane Street
58
Jane Street
New York
$22.1M -$196M -1,636,453 -90%
NAG
59
Northstar Advisory Group
New Jersey
$22M +$22.1M +184,730 New
VA
60
Verdad Advisers
Massachusetts
$21.5M +$21.5M +180,000 New
BCI
61
Brinker Capital Investments
Pennsylvania
$20.5M +$5.87M +49,095 +40%
SCM
62
SCS Capital Management
Massachusetts
$20.4M -$124M -1,033,308 -86%
PA
63
Parkside Advisors
California
$20M -$621K -5,198 -3%
HTC
64
Haverford Trust Company
Pennsylvania
$19.7M +$1.35M +11,283 +7%
MAM
65
Madison Asset Management
Wisconsin
$18.8M -$762K -6,376 -4%
CW
66
Connectus Wealth
Ohio
$18.6M +$2.26M +18,911 +14%
BSB
67
Bangor Savings Bank
Maine
$18.4M -$39.7M -332,459 -68%
DF
68
Donoghue Forlines
Massachusetts
$18.4M -$2.79M -23,375 -13%
MW
69
Marks Wealth
Maryland
$18.3M +$18.3M +153,509 New
JHCM
70
Juniper Hill Capital Management
California
$18.3M
OAJ
71
Ogorek Anthony Joseph
New York
$18.3M +$7.14M +59,744 +64%
OPS
72
Orion Portfolio Solutions
Nebraska
$17.7M +$4.02M +33,633 +29%
AIM
73
Alhambra Investment Management
Florida
$17.7M -$1.21M -10,156 -6%
HVIA
74
Hudson Valley Investment Advisors
New York
$17.7M -$122K -1,018 -0.7%
FPAS
75
Focus Partners Advisor Solutions
Missouri
$17.3M +$10.3M +86,001 +145%