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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$8.16M +$130K +993 +2%
SCI
102
Stableford Capital II
Arizona
$8.16M -$141K -1,078 -2%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$8.03M +$890K +6,789 +12%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$7.99M +$851K +6,486 +12%
WANY
105
Wealthspire Advisors (New York)
New York
$7.52M -$363K -2,769 -5%
KAS
106
Kestra Advisory Services
Texas
$7.51M +$523K +3,985 +7%
WGCA
107
Wolf Group Capital Advisors
Virginia
$7.51M +$349K +2,662 +5%
CISOA
108
Capital Investment Services of America
Wisconsin
$7.43M -$59.7K -455 -0.8%
SWP
109
Strategic Wealth Partners
Ohio
$7.09M +$431K +3,285 +6%
CSIA
110
Charles Schwab Investment Advisory
California
$7.05M -$245K -1,866 -3%
NL
111
NEPC LLC
Massachusetts
$7M +$12.2K +93 +0.2%
MIAN
112
Mariner Independent Advisor Network
Kansas
$6.72M +$286K +2,184 +4%
BL
113
BFSG LLC
California
$6.37M -$321K -2,449 -5%
KWM
114
Kingsview Wealth Management
Oregon
$5.8M +$1.74M +13,281 +42%
M&T Bank
115
M&T Bank
New York
$5.74M +$137K +1,043 +2%
AIM
116
Acropolis Investment Management
Missouri
$5.68M +$486K +3,708 +8%
AAG
117
Avalon Advisory Group
Pennsylvania
$5.68M +$460K +3,510 +9%
WT
118
Whittier Trust
California
$5.64M +$595K +4,535 +12%
VAS
119
Vestmark Advisory Solutions
Massachusetts
$5.62M +$891K +6,796 +19%
AI
120
Atria Investments
North Carolina
$5.52M +$2.36M +17,994 +74%
GDP
121
Great Diamond Partners
Maine
$5.42M +$296K +2,255 +6%
RVPG
122
Relative Value Partners Group
$5.4M -$13.6K -104 -0.3%
CS
123
Comerica Securities
Michigan
$5.15M +$174K +1,327 +3%
SFG
124
Summit Financial Group
West Virginia
$5.13M -$559K -4,262 -10%
CWA
125
Centennial Wealth Advisory
Michigan
$5.11M -$164K -1,248 -3%