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iShares 3-7 Year Treasury Bond ETF

537 hedge funds and large institutions have $8.28B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 174 increasing their positions, 198 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $13.6M

14% more funds holding in top 10

Funds holding in top 10: 4450 (+6)

3.8% more ownership

Funds ownership: 80.57%84.36% (+3.8%)

8% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 86

0% more funds holding

Funds holding: 535537 (+2)

1% less capital invested

Capital invested by funds: $8.39B → $8.28B (-$109M)

12% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 198

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
8.47%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.79%
New
93
Increased
174
Reduced
198
Closed
86
Calls
$16.1M
Puts
$13.6M
Net Calls
+$2.54M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
Personal Capital Advisors
California
$658M +$34.3M +273,019 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$601M -$10.8M -86,011 -2%
Creative Planning
3
Creative Planning
Kansas
$370M -$56.2M -448,163 -13%
Bank of America
4
Bank of America
North Carolina
$341M -$70.7M -563,372 -17%
JP Morgan Chase
5
JP Morgan Chase
New York
$319M -$148M -1,177,325 -31%
Charles Schwab
6
Charles Schwab
California
$276M +$256M +2,040,151 +924%
Morgan Stanley
7
Morgan Stanley
New York
$258M +$34.7M +276,385 +15%
AssetMark Inc
8
AssetMark Inc
California
$246M -$28.2M -224,725 -10%
Stifel Financial
9
Stifel Financial
Missouri
$225M +$97.2M +775,021 +72%
Jane Street
10
Jane Street
New York
$222M +$117M +933,215 +105%
Ameriprise
11
Ameriprise
Minnesota
$221M +$34.8M +277,362 +18%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$201M +$90.1M +718,092 +77%
LPL Financial
13
LPL Financial
California
$198M +$21M +167,376 +11%
MMI
14
Matson Money Inc
Ohio
$173M +$8.56M +68,189 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$169M -$22.7M -180,769 -12%
Wells Fargo
16
Wells Fargo
California
$158M +$5.27M +41,987 +3%
CPO
17
Cerity Partners OCIO
New York
$157M +$5.3M +42,259 +3%
SCM
18
SCS Capital Management
Massachusetts
$147M +$20.9M +166,255 +16%
BlackRock
19
BlackRock
New York
$129M +$24.2M +192,872 +22%
UBS Group
20
UBS Group
Switzerland
$118M -$6.36M -50,692 -5%
TWM
21
Tanglewood Wealth Management
Texas
$116M +$119M +950,466 New
WA
22
WestEnd Advisors
North Carolina
$84.9M -$56.6M -451,320 Closed
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$72.8M +$68.6M +546,724 +1,097%
SFG
24
SNS Financial Group
Minnesota
$71.8M -$2.49M -19,834 -3%
HCM
25
Hilton Capital Management
New York
$64.1M +$65.9M +525,220 New