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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
CFGS
76
Concourse Financial Group Securities
Alabama
$15.2M +$1.16M +8,979 +8%
KFAA
77
Klaas Financial Asset Advisors
Illinois
$15.2M +$1.35M +10,477 +10%
Citigroup
78
Citigroup
New York
$15.1M +$14.6M +113,168 +2,555%
SWA
79
SFMG Wealth Advisors
Texas
$14.1M -$12.9M -100,285 -48%
TPCW
80
TD Private Client Wealth
New York
$13.2M -$440K -3,406 -3%
OAM
81
Oppenheimer Asset Management
New York
$12.7M -$486K -3,761 -4%
KP
82
Keel Point
Alabama
$12.6M -$8.29M -64,236 -40%
SF
83
Synovus Financial
Georgia
$12.5M +$2.13M +16,505 +20%
RWM
84
Ritholtz Wealth Management
New York
$11.8M +$1.47M +11,399 +14%
GC
85
Gould Capital
Washington
$11.6M +$11.6M +90,166 New
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$11.6M +$3.53M +27,374 +44%
CAN
87
Cetera Advisor Networks
California
$11.1M +$134K +1,036 +1%
VWA
88
Visionary Wealth Advisors
Illinois
$10.8M +$397K +3,073 +4%
RCM
89
Rain Capital Management
Oregon
$10.7M -$388K -3,008 -3%
AIM
90
Alhambra Investment Management
Florida
$10.4M +$237K +1,836 +2%
Citadel Advisors
91
Citadel Advisors
Florida
$10.3M -$1.23M -9,512 -11%
OPS
92
Orion Portfolio Solutions
Nebraska
$10.2M -$368K -2,850 -3%
CIAS
93
Capital Investment Advisory Services
North Carolina
$10.1M +$532K +4,118 +6%
JIR
94
James Investment Research
Ohio
$9.87M -$2.9M -22,466 -23%
Lazard Asset Management
95
Lazard Asset Management
New York
$9.76M
AIG
96
American International Group
New York
$9.68M
UFA
97
US Financial Advisors
Massachusetts
$9.63M +$41.6K +322 +0.4%
SCI
98
Stableford Capital II
Arizona
$9.48M +$1.5M +11,632 +18%
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$9.42M +$1.53M +11,817 +19%
RWM
100
RKL Wealth Management
Pennsylvania
$9.4M +$268K +2,073 +3%