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iShares 3-7 Year Treasury Bond ETF

487 hedge funds and large institutions have $59.3B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 174 reducing their positions, and 57 closing their positions.

Holders
487
Holders Change
-21
Holders Change %
-4.13%
% of All Funds
8.5%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.77%
New
45
Increased
187
Reduced
174
Closed
57
Calls
$90.8M
Puts
$9.41M
Net Calls
+$81.4M
Net Calls Change
+$183M
Name Market Value Shares Shares
Change
Shares
Change %
WA
1
WestEnd Advisors
North Carolina
-269,970 Closed
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.21B 9,266,078 -4,708,592 -34%
Financial Engines Advisors
3
Financial Engines Advisors
California
$635M 4,864,128 -315,680 -6%
PCA
4
Personal Capital Advisors
California
$593M 4,545,279 +418,225 +10%
SCM
5
SCS Capital Management
Massachusetts
$541M 4,141,925 +82,917 +2%
Creative Planning
6
Creative Planning
Kansas
$483M 3,698,842 -357,750 -9%
Bank of America
7
Bank of America
North Carolina
$393M 3,007,886 +5,009 +0.2%
AssetMark Inc
8
AssetMark Inc
California
$336M 2,572,493 +2,186,550 +567%
Morgan Stanley
9
Morgan Stanley
New York
$229M 1,753,246 -31,625 -2%
Ameriprise
10
Ameriprise
Minnesota
$200M 1,536,871 -167,808 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$186M 1,427,061 +250,250 +21%
LPL Financial
12
LPL Financial
California
$186M 1,422,528 +94,442 +7%
Wells Fargo
13
Wells Fargo
California
$180M 1,376,042 -336,088 -20%
MMI
14
Matson Money Inc
Ohio
$165M 1,261,659 +39,378 +3%
UBS Group
15
UBS Group
Switzerland
$148M 1,136,873 +1,444 +0.1%
CPO
16
Cerity Partners OCIO
New York
$143M 1,092,395 +78,155 +8%
Stifel Financial
17
Stifel Financial
Missouri
$135M 1,032,649 +211,602 +26%
BlackRock
18
BlackRock
New York
$133M 1,020,314 +149,338 +17%
MG
19
Mather Group
Illinois
$121M 927,780 -138,747 -13%
Truist Financial
20
Truist Financial
North Carolina
$107M 815,922 +38,064 +5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$97.1M 744,269 +105,231 +16%
EVM
22
Eaton Vance Management
Massachusetts
$84M 643,768 +61,227 +11%
Bank Julius Baer & Co
23
Bank Julius Baer & Co
Switzerland
$84M 643,254 -115,654 -15%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$76.2M 583,676 +83,125 +17%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$72.2M 553,095 -14,569 -3%