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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
Prudential Financial
176
Prudential Financial
New Jersey
$3.46M -$424K -3,282 -11%
9WM
177
9258 Wealth Management
Ohio
$3.38M +$446K +3,455 +15%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$3.37M -$935K -7,242 -22%
FA
179
Forefront Analytics
Pennsylvania
$3.28M +$319K +2,471 +11%
TB
180
Treynor Bancshares
Iowa
$3.21M +$3.22M +24,952 New
GVAG
181
Great Valley Advisor Group
Delaware
$3.08M +$153K +1,185 +5%
CS
182
Comerica Securities
Michigan
$3.04M -$2.06M -15,981 -40%
CCMD
183
Cypress Capital Management (Delaware)
Delaware
$2.97M +$2.98M +23,088 New
BIA
184
Bigelow Investment Advisors
Maine
$2.78M +$454K +3,516 +19%
TCM
185
Twele Capital Management
Minnesota
$2.76M +$164K +1,271 +6%
NL
186
NEPC LLC
Massachusetts
$2.73M -$4.2M -32,508 -60%
SWA
187
Stratos Wealth Advisors
Ohio
$2.69M +$574K +4,447 +27%
BPA
188
Beacon Pointe Advisors
California
$2.68M -$40.8K -316 -1%
PI
189
PFS Investments
Georgia
$2.58M +$180K +1,392 +7%
VFA
190
Values First Advisors
Tennessee
$2.5M +$389K +3,013 +18%
BRWA
191
B. Riley Wealth Advisors
Florida
$2.5M -$18.6K -144 -0.7%
ACM
192
AUA Capital Management
Pennsylvania
$2.48M +$17.7K +137 +0.7%
PPA
193
Parametric Portfolio Associates
Washington
$2.46M -$272K -2,104 -10%
MPPLM
194
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.45M -$103K -795 -4%
VCM
195
Vision Capital Management
Oregon
$2.44M +$148K +1,149 +6%
MCWS
196
McKinley Carter Wealth Services
West Virginia
$2.43M -$71.5K -554 -3%
CIA
197
Compass Ion Advisors
Pennsylvania
$2.42M +$532K +4,117 +28%
BHB
198
Bank Hapoalim BM
Israel
$2.37M
BCM
199
Boltwood Capital Management
California
$2.33M -$105K -817 -4%
SWM
200
Spire Wealth Management
Virginia
$2.33M -$51.5K -399 -2%