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iShares 3-7 Year Treasury Bond ETF

496 hedge funds and large institutions have $63.4B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 171 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,882% more call options, than puts

Call options by funds: $145M | Put options by funds: $2.9M

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $59.3B → $63.4B (+$4.08B)

1% more funds holding

Funds holding: 489496 (+7)

7% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 171

0.65% less ownership

Funds ownership: 81.17%80.52% (-0.65%)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

Holders
496
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
8.68%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.75%
New
58
Increased
183
Reduced
171
Closed
43
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$54.4B
JP Morgan Chase
2
JP Morgan Chase
New York
$1.45B +$242M +1,846,658 +20%
Financial Engines Advisors
3
Financial Engines Advisors
California
$637M +$4.02M +30,636 +0.6%
PCA
4
Personal Capital Advisors
California
$636M +$45.1M +344,231 +8%
SCM
5
SCS Capital Management
Massachusetts
$539M +$42K +320 +0%
Creative Planning
6
Creative Planning
Kansas
$460M -$22M -167,411 -5%
Bank of America
7
Bank of America
North Carolina
$388M -$3.64M -27,776 -0.9%
AssetMark Inc
8
AssetMark Inc
California
$351M +$15.8M +120,714 +5%
Morgan Stanley
9
Morgan Stanley
New York
$238M +$10.3M +78,343 +4%
LPL Financial
10
LPL Financial
California
$212M +$27.3M +207,961 +15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$198M +$11.9M +90,527 +6%
Ameriprise
12
Ameriprise
Minnesota
$186M -$14.5M -110,843 -7%
MMI
13
Matson Money Inc
Ohio
$170M +$6.19M +47,189 +4%
Wells Fargo
14
Wells Fargo
California
$169M -$10.2M -78,083 -6%
CPO
15
Cerity Partners OCIO
New York
$152M +$10M +76,324 +7%
UBS Group
16
UBS Group
Switzerland
$138M -$10M -76,559 -7%
Stifel Financial
17
Stifel Financial
Missouri
$137M +$2.7M +20,596 +2%
Truist Financial
18
Truist Financial
North Carolina
$109M +$2.68M +20,416 +3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$102M +$4.94M +37,656 +5%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$97.7M +$14M +107,077 +17%
BSB
21
Bangor Savings Bank
Maine
$84.3M +$14.4M +110,045 +20%
SFG
22
SNS Financial Group
Minnesota
$77M +$6.27M +47,848 +9%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.3M +$3.29M +25,117 +5%
MG
24
Mather Group
Illinois
$74.2M -$46.9M -357,633 -39%
BlackRock
25
BlackRock
New York
$65.9M -$67.4M -514,105 -50%