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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$15.7M -$1.35M -10,763 -8%
HPA
77
High Probability Advisors
New York
$15.5M -$10.1M -80,642 -39%
KFAA
78
Klaas Financial Asset Advisors
Illinois
$15.4M +$1M +7,986 +7%
WJA
79
Willis Johnson & Associates
Texas
$15.3M +$119K +949 +0.8%
PFPT
80
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.3M +$634K +5,049 +4%
BCI
81
Brinker Capital Investments
Pennsylvania
$15M +$15.4M +122,532 New
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$14.6M +$15M +119,756 New
FWM
83
FFT Wealth Management
Pennsylvania
$14.6M -$18.7M -149,216 -56%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$14.3M +$6.23M +49,670 +74%
HighTower Advisors
85
HighTower Advisors
Illinois
$14.1M -$4.11M -32,795 -22%
OPS
86
Orion Portfolio Solutions
Nebraska
$14M +$4.51M +35,972 +46%
PCP
87
Proficio Capital Partners
Massachusetts
$13.3M -$5.23M -41,687 -28%
AIM
88
Acropolis Investment Management
Missouri
$13.2M +$5.32M +42,393 +65%
AWS
89
Atria Wealth Solutions
New York
$12.7M +$13M +103,940 New
LP
90
LGL Partners
Pennsylvania
$12.4M -$19M -151,571 -60%
KAS
91
Kestra Advisory Services
Texas
$12.3M +$6.36M +50,692 +101%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$12.3M +$1.52M +12,148 +14%
GC
93
Gould Capital
Washington
$12.2M +$1.28M +10,178 +11%
WCM
94
Wealthcare Capital Management
Virginia
$12.1M -$3.66M -29,193 -23%
OAM
95
Oppenheimer Asset Management
New York
$12M -$77.9K -621 -0.6%
TPCW
96
TD Private Client Wealth
New York
$11.9M -$683K -5,446 -5%
CIAS
97
Capital Investment Advisory Services
North Carolina
$11.7M +$2.2M +17,564 +22%
OAJ
98
Ogorek Anthony Joseph
New York
$11.4M +$11.7M +93,427 New
BBVA
99
Banco Bilbao Vizcaya Argentaria
Spain
$11.2M +$3.45M +27,512 +43%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$11M +$2.08M +16,568 +23%