We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

551 hedge funds and large institutions have $10.2B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 187 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $135M | Put options by funds: $38.5M

32% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 66

23% more capital invested

Capital invested by funds: $8.28B → $10.2B (+$1.92B)

12% more funds holding in top 10

Funds holding in top 10: 5056 (+6)

6.68% more ownership

Funds ownership: 84.36%91.04% (+6.7%)

3% more funds holding

Funds holding: 537551 (+14)

2% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 191

Holders
551
Holders Change
+14
Holders Change %
+2.61%
% of All Funds
9.28%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.94%
New
87
Increased
187
Reduced
191
Closed
66
Calls
$135M
Puts
$38.5M
Net Calls
+$96.6M
Net Calls Change
+$94M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.32B +$1.01B +8,440,188 +323%
PCA
2
Personal Capital Advisors
California
$655M +$11.3M +94,792 +2%
Bank of America
3
Bank of America
North Carolina
$517M +$184M +1,537,777 +55%
Charles Schwab
4
Charles Schwab
California
$502M +$233M +1,946,511 +86%
Financial Engines Advisors
5
Financial Engines Advisors
California
$473M -$115M -963,184 -20%
CSIA
6
Charles Schwab Investment Advisory
California
$410M +$403M +3,373,219 +5,478%
Creative Planning
7
Creative Planning
Kansas
$305M -$56.6M -473,690 -16%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$268M +$71M +593,846 +36%
Morgan Stanley
9
Morgan Stanley
New York
$265M +$13.2M +110,713 +5%
AssetMark Inc
10
AssetMark Inc
California
$234M -$7.32M -61,204 -3%
Ameriprise
11
Ameriprise
Minnesota
$228M +$11.6M +96,828 +5%
Goldman Sachs
12
Goldman Sachs
New York
$215M +$214M +1,792,975 +14,820%
Wells Fargo
13
Wells Fargo
California
$211M +$56.2M +470,251 +36%
Stifel Financial
14
Stifel Financial
Missouri
$192M -$28.7M -239,988 -13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$189M +$24.6M +205,797 +15%
LPL Financial
16
LPL Financial
California
$180M -$13.7M -114,947 -7%
MMI
17
Matson Money Inc
Ohio
$169M -$18.2K -152 -0%
Citadel Advisors
18
Citadel Advisors
Florida
$168M +$151M +1,265,089 +872%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$162M +$141M +1,180,297 +671%
UBS Group
20
UBS Group
Switzerland
$119M +$4.06M +33,999 +4%
CPO
21
Cerity Partners OCIO
New York
$119M -$34.5M -288,322 -22%
BlackRock
22
BlackRock
New York
$103M -$23.1M -193,464 -18%
TWM
23
Tanglewood Wealth Management
Texas
$100M -$13.3M -111,568 -12%
WA
24
WestEnd Advisors
North Carolina
$96M +$96.2M +804,705 New
SWA
25
SFMG Wealth Advisors
Texas
$91M +$63.4M +530,248 +229%