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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
WCWM
126
Wooster Corthell Wealth Management
Connecticut
$6.8M +$6.81M +56,960 New
PWM
127
Perigon Wealth Management
California
$6.74M +$5.69M +47,579 +537%
SRG
128
SBB Research Group
Illinois
$6.57M -$27.1M -227,000 -80%
KF
129
Krilogy Financial
Missouri
$6.43M -$1.33M -11,092 -17%
BA
130
Bridge Advisory
California
$6.38M -$1.2M -10,023 -16%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$6.08M -$10.7M -89,145 -64%
Citigroup
132
Citigroup
New York
$6.05M +$5.75M +48,130 +1,853%
GDP
133
Great Diamond Partners
Maine
$5.92M +$55K +460 +0.9%
GWM
134
GDS Wealth Management
Texas
$5.88M -$418K -3,500 -7%
TC
135
Telemus Capital
Michigan
$5.76M +$1.85M +15,460 +47%
FTS
136
Fifth Third Securities
Ohio
$5.7M +$5.71M +47,732 New
BCM
137
Boltwood Capital Management
California
$5.65M +$3.22M +26,975 +132%
QFA
138
Quattro Financial Advisors
Texas
$5.56M +$875K +7,324 +19%
WA
139
Wealthstar Advisors
Texas
$5.52M -$91.7K -767 -2%
MML Investors Services
140
MML Investors Services
Massachusetts
$5.47M -$10.2M -85,581 -65%
MA
141
MBA Advisors
Pennsylvania
$5.31M +$5.12M +42,865 +2,609%
VRM
142
Vectors Research Management
New York
$5.26M +$1.66M +13,889 +46%
HC
143
HNP Capital
New York
$5.21M +$1.61M +13,472 +45%
WGCA
144
Wolf Group Capital Advisors
Virginia
$5.18M -$2.29M -19,135 -31%
CFGS
145
Concourse Financial Group Securities
Alabama
$5.05M -$2.83M -23,637 -36%
WC
146
Whitney & Co
New York
$4.98M +$14.9K +125 +0.3%
PCP
147
Proficio Capital Partners
Massachusetts
$4.87M -$8.13M -68,038 -63%
HFS
148
Hantz Financial Services
Michigan
$4.76M +$4.77M +39,898 New
CS
149
Comerica Securities
Michigan
$4.73M +$232K +1,938 +5%
LFASL
150
Lugano Financial Advisors SA (LFA)
Switzerland
$4.68M +$805K +6,733 +21%