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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
PCA
1
Personal Capital Advisors
California
$660M +$29.9M +231,676 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$645M +$15M +116,209 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$488M -$945M -7,318,429 -66%
Creative Planning
4
Creative Planning
Kansas
$447M -$6.98M -54,074 -2%
Bank of America
5
Bank of America
North Carolina
$432M +$48.9M +378,526 +13%
AssetMark Inc
6
AssetMark Inc
California
$289M -$58M -449,555 -17%
Morgan Stanley
7
Morgan Stanley
New York
$236M +$671K +5,200 +0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$201M +$5.79M +44,876 +3%
Ameriprise
9
Ameriprise
Minnesota
$198M +$14.4M +111,151 +8%
LPL Financial
10
LPL Financial
California
$188M -$22.1M -171,499 -11%
MMI
11
Matson Money Inc
Ohio
$174M +$5.09M +39,435 +3%
Wells Fargo
12
Wells Fargo
California
$161M -$5.54M -42,886 -3%
CPO
13
Cerity Partners OCIO
New York
$160M +$9.97M +77,239 +7%
Stifel Financial
14
Stifel Financial
Missouri
$138M +$2.49M +19,309 +2%
KAM
15
Kensington Asset Management
Texas
$135M +$136M +1,052,960 New
AP
16
Advisors Preferred
Maryland
$135M +$136M +1,052,960 New
SCM
17
SCS Capital Management
Massachusetts
$134M -$401M -3,104,404 -75%
UBS Group
18
UBS Group
Switzerland
$131M -$5.53M -42,852 -4%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$120M +$23.5M +182,053 +24%
MAM
20
Meeder Asset Management
Ohio
$117M +$117M +906,621 New
Jane Street
21
Jane Street
New York
$114M +$106M +823,380 +1,264%
BlackRock
22
BlackRock
New York
$111M +$45.9M +355,588 +70%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$109M +$7.92M +61,371 +8%
Truist Financial
24
Truist Financial
North Carolina
$108M +$263K +2,036 +0.2%
SRG
25
SBB Research Group
Illinois
$82.9M +$83.2M +644,138 New