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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
SIA
101
SkyView Investment Advisors
New Jersey
$9.09M -$896K -6,943 -9%
FCAG
102
First Capital Advisors Group
New Jersey
$9.09M +$9.13M +70,679 New
IWP
103
Insight Wealth Partners
Texas
$8.9M -$362K -2,802 -4%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$8.65M +$717K +5,552 +9%
BEC
105
Blue Edge Capital
Virginia
$8.52M -$7.27M -56,271 -46%
WT
106
Whittier Trust
California
$8.46M +$2.89M +22,376 +52%
AIM
107
Acropolis Investment Management
Missouri
$8.43M +$2.02M +15,668 +31%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$8.28M +$8.31M +64,372 New
BBVA
109
Banco Bilbao Vizcaya Argentaria
Spain
$8.24M -$521K -4,037 -6%
KF
110
Krilogy Financial
Missouri
$8.15M -$328K -2,537 -4%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$8.04M -$882K -6,831 -10%
SPW
112
Surience Private Wealth
Washington
$7.76M +$7.78M +60,294 New
CCM
113
Crabel Capital Management
California
$7.73M +$5.66M +43,867 +271%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$7.67M -$400K -3,097 -5%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$7.58M +$3.9M +30,203 +105%
FA
116
Faithward Advisors
Pennsylvania
$7.58M -$2.32M -17,934 -23%
SWP
117
Strategic Wealth Partners
Ohio
$7.47M +$461K +3,573 +7%
WANY
118
Wealthspire Advisors (New York)
New York
$7.34M -$90.4K -700 -1%
CSIA
119
Charles Schwab Investment Advisory
California
$7.23M +$263K +2,036 +4%
BCM
120
Brookstone Capital Management
Illinois
$7.19M -$1.47M -11,416 -17%
CISOA
121
Capital Investment Services of America
Wisconsin
$7.12M -$223K -1,725 -3%
KWM
122
Kingsview Wealth Management
Oregon
$6.78M +$1.05M +8,105 +18%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$6.5M +$1.66M +12,868 +35%
GWM
124
GDS Wealth Management
Texas
$6.49M +$6.51M +50,406 New
KAS
125
Kestra Advisory Services
Texas
$6.45M -$983K -7,611 -13%