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iShares 3-7 Year Treasury Bond ETF

572 hedge funds and large institutions have $10.6B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 173 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

6% more funds holding

Funds holding: 540572 (+32)

1.33% more ownership

Funds ownership: 86.5%87.83% (+1.3%)

4% more capital invested

Capital invested by funds: $10.1B → $10.6B (+$441M)

11% less funds holding in top 10

Funds holding in top 10: 5650 (-6)

13% less call options, than puts

Call options by funds: $243M | Put options by funds: $281M

20% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 215

Holders
572
Holders Change
+32
Holders Change %
+5.93%
% of All Funds
9.19%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.8%
New
100
Increased
173
Reduced
215
Closed
59
Calls
$243M
Puts
$281M
Net Calls
-$37.5M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
PFG Advisors
Arizona
$2.02M -$112K -977 -5%
ACM
227
AUA Capital Management
Pennsylvania
$2.01M -$14.6K -127 -0.7%
BCM
228
Brookstone Capital Management
Illinois
$1.97M -$440K -3,837 -18%
QA
229
Quantitative Advantage
Minnesota
$1.96M -$271K -2,365 -12%
BOTW
230
Bank of the West
California
$1.9M +$26.8K +234 +1%
BMCM
231
Bryn Mawr Capital Management
Pennsylvania
$1.9M +$1.9M +16,540 New
CB
232
Commerce Bank
Missouri
$1.88M -$2.29K -20 -0.1%
TCM
233
Twele Capital Management
Minnesota
$1.84M +$71.7K +625 +4%
BWP
234
BSW Wealth Partners
Colorado
$1.83M +$1.83M +15,933 New
CCB
235
Country Club Bank
Missouri
$1.79M +$103K +897 +6%
TA
236
Tiedemann Advisors
New York
$1.79M -$2.82M -24,591 -61%
MCC
237
Money Concepts Capital
Florida
$1.7M +$529K +4,611 +45%
Citigroup
238
Citigroup
New York
$1.69M +$155K +1,354 +10%
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$1.65M -$373K -3,256 -18%
WANY
240
Wealthspire Advisors (New York)
New York
$1.64M -$2.24M -19,551 -58%
MCP
241
Martin Capital Partners
Oregon
$1.61M -$199K -1,735 -11%
BIA
242
Bigelow Investment Advisors
Maine
$1.58M -$853K -7,441 -35%
PAS
243
Park Avenue Securities
New York
$1.57M +$60.3K +526 +4%
WPA
244
West Paces Advisors
Georgia
$1.56M +$849K +7,400 +120%
State Street
245
State Street
Massachusetts
$1.55M -$79.6K -694 -5%
CA
246
Cumberland Advisors
Florida
$1.52M +$1.52M +13,250 New
VWA
247
Visionary Wealth Advisors
Illinois
$1.48M -$287K -2,507 -16%
AT
248
American Trust
Kentucky
$1.47M -$80.2K -699 -5%
SI
249
Stephens Inc
Arkansas
$1.45M +$6.88K +60 +0.5%
OMC
250
Old Mission Capital
Illinois
$1.45M -$988K -8,615 -41%