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iShares 3-7 Year Treasury Bond ETF

538 hedge funds and large institutions have $10.1B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 75 closing their positions.

Holders
538
Holders Change
-11
Holders Change %
-2%
% of All Funds
9.3%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.97%
New
67
Increased
191
Reduced
200
Closed
75
Calls
$156M
Puts
$114M
Net Calls
+$42.3M
Net Calls Change
-$54.2M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.4B 12,264,136 +1,206,966 +11%
PCA
2
Personal Capital Advisors
California
$646M 5,649,578 +160,581 +3%
Bank of America
3
Bank of America
North Carolina
$602M 5,267,996 +934,955 +22%
Financial Engines Advisors
4
Financial Engines Advisors
California
$435M 3,804,107 -157,671 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$352M 3,077,193 +1,489,701 +94%
Charles Schwab
6
Charles Schwab
California
$348M 3,045,700 -1,161,761 -28%
Morgan Stanley
7
Morgan Stanley
New York
$298M 2,604,760 +380,873 +17%
Creative Planning
8
Creative Planning
Kansas
$282M 2,465,854 -89,650 -4%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$251M 2,200,494 -43,828 -2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$233M 2,039,809 +683,592 +50%
Ameriprise
11
Ameriprise
Minnesota
$231M 1,999,313 +87,944 +5%
AssetMark Inc
12
AssetMark Inc
California
$221M 1,937,261 -20,462 -1%
Truist Financial
13
Truist Financial
North Carolina
$211M 1,844,460 +1,298,447 +238%
CSIA
14
Charles Schwab Investment Advisory
California
$188M 1,644,441 -1,790,359 -52%
Wells Fargo
15
Wells Fargo
California
$188M 1,642,699 -124,612 -7%
M&T Bank
16
M&T Bank
New York
$177M 1,552,869 +860,997 +124%
Stifel Financial
17
Stifel Financial
Missouri
$168M 1,470,679 -136,908 -9%
MMI
18
Matson Money Inc
Ohio
$161M 1,405,461 -10,859 -0.8%
LPL Financial
19
LPL Financial
California
$154M 1,344,989 -166,430 -11%
CPO
20
Cerity Partners OCIO
New York
$149M 1,302,691 +302,796 +30%
WA
21
WestEnd Advisors
North Carolina
$135M 1,178,730 +374,025 +46%
RJA
22
Raymond James & Associates
Florida
$132M 1,154,099 +413,533 +56%
UBS Group
23
UBS Group
Switzerland
$112M 982,561 -18,208 -2%
TWM
24
Tanglewood Wealth Management
Texas
$99.4M 869,815 +30,917 +4%
BlackRock
25
BlackRock
New York
$94.1M 823,770 -37,435 -4%