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iShares 3-7 Year Treasury Bond ETF

495 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, 172 reducing their positions, and 42 closing their positions.

Holders
495
Holders Change
+8
Holders Change %
+1.64%
% of All Funds
8.69%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.76%
New
58
Increased
183
Reduced
172
Closed
42
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M
Name Market Value Shares Shares
Change
Shares
Change %
WA
1
WestEnd Advisors
North Carolina
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.45B 11,112,736 +1,846,658 +20%
Financial Engines Advisors
3
Financial Engines Advisors
California
$637M 4,894,764 +30,636 +0.6%
PCA
4
Personal Capital Advisors
California
$636M 4,889,510 +344,231 +8%
SCM
5
SCS Capital Management
Massachusetts
$539M 4,142,245 +320 +0%
Creative Planning
6
Creative Planning
Kansas
$460M 3,531,431 -167,411 -5%
Bank of America
7
Bank of America
North Carolina
$388M 2,980,110 -27,776 -0.9%
AssetMark Inc
8
AssetMark Inc
California
$351M 2,693,207 +120,714 +5%
Morgan Stanley
9
Morgan Stanley
New York
$238M 1,831,589 +78,343 +4%
LPL Financial
10
LPL Financial
California
$212M 1,630,489 +207,961 +15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$198M 1,517,588 +90,527 +6%
Ameriprise
12
Ameriprise
Minnesota
$186M 1,426,028 -110,843 -7%
MMI
13
Matson Money Inc
Ohio
$170M 1,308,848 +47,189 +4%
Wells Fargo
14
Wells Fargo
California
$169M 1,297,959 -78,083 -6%
CPO
15
Cerity Partners OCIO
New York
$152M 1,168,719 +76,324 +7%
UBS Group
16
UBS Group
Switzerland
$138M 1,060,314 -76,559 -7%
Stifel Financial
17
Stifel Financial
Missouri
$137M 1,053,245 +20,596 +2%
Truist Financial
18
Truist Financial
North Carolina
$109M 836,338 +20,416 +3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$102M 781,925 +37,656 +5%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$97.7M 750,331 +107,077 +17%
BSB
21
Bangor Savings Bank
Maine
$84.3M 647,881 +110,045 +20%
SFG
22
SNS Financial Group
Minnesota
$77M 591,453 +47,848 +9%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.3M 570,461 +25,117 +5%
MG
24
Mather Group
Illinois
$74.2M 570,147 -357,633 -39%
BlackRock
25
BlackRock
New York
$65.9M 506,209 -514,105 -50%