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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
LFASL
151
Lugano Financial Advisors SA (LFA)
Switzerland
$4.22M +$1.49M +11,551 +54%
AAG
152
Avalon Advisory Group
Pennsylvania
$4.16M -$1.45M -11,259 -26%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$4.07M -$101K -783 -2%
CB
154
Commerce Bank
Missouri
$4.04M +$81.3K +630 +2%
MSFS
155
Main Street Financial Solutions
Pennsylvania
$4.04M +$4.05M +31,401 New
CNB
156
Camden National Bank
Maine
$4.03M +$200K +1,546 +5%
SC
157
Sinecera Capital
Texas
$3.99M +$4.22M +32,711 New
SC
158
Slow Capital
California
$3.98M +$422K +3,269 +12%
BC
159
Burleson & Co
California
$3.97M -$2.32K -18 -0.1%
PWMAG
160
Pinnacle Wealth Management Advisory Group
New Jersey
$3.97M -$82.2K -637 -2%
TC
161
Telemus Capital
Michigan
$3.95M -$105K -813 -3%
VRM
162
Vectors Research Management
New York
$3.94M +$2.16M +16,745 +121%
HC
163
HNP Capital
New York
$3.94M +$2.16M +16,745 +121%
5L
164
55I LLC
Massachusetts
$3.85M -$582K -4,504 -13%
CWA
165
Centennial Wealth Advisory
Michigan
$3.79M -$1.26M -9,736 -25%
HIP
166
Harrell Investment Partners
Texas
$3.73M +$184K +1,422 +5%
GEM
167
Global Endowment Management
North Carolina
$3.69M
CMA
168
Cedar Mountain Advisors
Oregon
$3.68M +$22.3K +173 +0.6%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$3.65M -$19.1K -148 -0.5%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$3.63M -$236K -1,826 -6%
MPW
171
MA Private Wealth
California
$3.63M +$87.3K +676 +2%
AA
172
Alesco Advisors
New York
$3.57M -$63.3K -490 -2%
GM
173
GeoWealth Management
Illinois
$3.53M +$253K +1,963 +8%
CAC
174
Certified Advisory Corp
Florida
$3.48M -$113K -878 -3%
DC
175
Davenport & Co
Virginia
$3.47M +$266K +2,063 +8%