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iShares 3-7 Year Treasury Bond ETF

549 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, 190 reducing their positions, and 65 closing their positions.

Holders
549
Holders Change
+15
Holders Change %
+2.81%
% 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
0.95%
New
87
Increased
187
Reduced
190
Closed
65
Calls
$135M
Puts
$38.5M
Net Calls
+$96.6M
Net Calls Change
+$94M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32B 11,057,170 +8,440,188 +323%
PCA
2
Personal Capital Advisors
California
$655M 5,488,997 +94,792 +2%
Bank of America
3
Bank of America
North Carolina
$517M 4,333,041 +1,537,777 +55%
Charles Schwab
4
Charles Schwab
California
$502M 4,207,461 +1,946,511 +86%
Financial Engines Advisors
5
Financial Engines Advisors
California
$473M 3,961,778 -963,184 -20%
CSIA
6
Charles Schwab Investment Advisory
California
$410M 3,434,800 +3,373,219 +5,478%
Creative Planning
7
Creative Planning
Kansas
$305M 2,555,504 -473,690 -16%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$268M 2,244,322 +593,846 +36%
Morgan Stanley
9
Morgan Stanley
New York
$265M 2,223,887 +110,713 +5%
AssetMark Inc
10
AssetMark Inc
California
$234M 1,957,723 -61,204 -3%
Ameriprise
11
Ameriprise
Minnesota
$228M 1,911,369 +96,828 +5%
Goldman Sachs
12
Goldman Sachs
New York
$215M 1,805,073 +1,792,975 +14,820%
Wells Fargo
13
Wells Fargo
California
$211M 1,767,311 +470,251 +36%
Stifel Financial
14
Stifel Financial
Missouri
$192M 1,607,587 -239,988 -13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$189M 1,587,492 +205,797 +15%
LPL Financial
16
LPL Financial
California
$180M 1,511,419 -114,947 -7%
MMI
17
Matson Money Inc
Ohio
$169M 1,416,320 -152 -0%
Citadel Advisors
18
Citadel Advisors
Florida
$168M 1,410,222 +1,265,089 +872%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$162M 1,356,217 +1,180,297 +671%
UBS Group
20
UBS Group
Switzerland
$119M 1,000,769 +33,999 +4%
CPO
21
Cerity Partners OCIO
New York
$119M 999,895 -288,322 -22%
BlackRock
22
BlackRock
New York
$103M 861,205 -193,464 -18%
TWM
23
Tanglewood Wealth Management
Texas
$100M 838,898 -111,568 -12%
WA
24
WestEnd Advisors
North Carolina
$96M 804,705 +804,705 New
SWA
25
SFMG Wealth Advisors
Texas
$91M 762,205 +530,248 +229%