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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
WCM
101
Wealthcare Capital Management
Virginia
$10.5M -$1.29M -10,785 -11%
PFPT
102
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.3M -$4.7M -39,305 -31%
WF
103
Williams Financial
Vermont
$9.9M +$9.91M +82,923 New
KAS
104
Kestra Advisory Services
Texas
$9.82M -$2.21M -18,510 -18%
RWM
105
RKL Wealth Management
Pennsylvania
$9.64M +$327K +2,733 +4%
CMF
106
Counterpoint Mutual Funds
California
$9.32M
CISOA
107
Capital Investment Services of America
Wisconsin
$9.19M +$2.59M +21,675 +39%
SCI
108
Stableford Capital II
Arizona
$9.04M +$93K +778 +1%
AIG
109
American International Group
New York
$8.97M
MPW
110
MA Private Wealth
California
$8.77M +$5.16M +43,148 +143%
BBVA
111
Banco Bilbao Vizcaya Argentaria
Spain
$8.68M -$2.26M -18,935 -21%
JIR
112
James Investment Research
Ohio
$8.45M -$10.8K -90 -0.1%
AI
113
Atria Investments
North Carolina
$8.41M +$2.64M +22,125 +46%
WT
114
Whittier Trust
California
$8.03M +$642K +5,368 +9%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.93M -$11.4K -95 -0.1%
SWP
116
Strategic Wealth Partners
Ohio
$7.88M +$142K +1,192 +2%
FA
117
Faithward Advisors
Pennsylvania
$7.8M +$359K +3,007 +5%
VAS
118
Vestmark Advisory Solutions
Massachusetts
$7.79M +$6.31M +52,829 +426%
CWM
119
Curi Wealth Management
North Carolina
$7.78M +$249K +2,083 +3%
FS
120
Ferguson Shapiro
Georgia
$7.71M +$2.04M +17,099 +36%
KWM
121
Kingsview Wealth Management
Oregon
$7.39M +$1.35M +11,295 +22%
PBO
122
Peoples Bank (Ohio)
Ohio
$7.13M +$2.03M +17,008 +40%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$7.1M +$1.85M +15,500 +35%
UFA
124
US Financial Advisors
Massachusetts
$7.1M -$176K -1,472 -2%
DSAM
125
Dock Street Asset Management
Florida
$6.9M +$6.91M +57,803 New