We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

608 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

40% more call options, than puts

Call options by funds: $332M | Put options by funds: $236M

11% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 205

4% more funds holding

Funds holding: 582608 (+26)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$315M)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

1.24% less ownership

Funds ownership: 84.76%83.52% (-1.2%)

Holders
608
Holders Change
+26
Holders Change %
+4.47%
% of All Funds
9.55%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
86
Increased
228
Reduced
205
Closed
58
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
276
Martin Capital Partners
Oregon
$1.37M -$209K -1,783 -13%
SCM
277
SevenOneSeven Capital Management
Pennsylvania
$1.36M +$650K +5,550 +87%
NWM
278
Northwest Wealth Management
Iowa
$1.36M +$31.3K +267 +2%
BCM
279
Brookstone Capital Management
Illinois
$1.35M -$1.74M -14,883 -56%
HS
280
Horan Securities
United States
$1.34M +$95.8K +818 +8%
CM
281
Columbus Macro
Pennsylvania
$1.33M +$1.35M +11,522 New
AWA
282
Arete Wealth Advisors
Illinois
$1.32M +$177K +1,515 +15%
BFC
283
Blue Fin Capital
Rhode Island
$1.31M +$226K +1,931 +20%
Citigroup
284
Citigroup
New York
$1.31M -$341K -2,912 -20%
JWCA
285
J.W. Coons Advisors
Ohio
$1.31M +$41K +350 +3%
JWCA
286
J.W. Cole Advisors
Florida
$1.3M -$150K -1,283 -10%
Vontobel Holding
287
Vontobel Holding
Switzerland
$1.28M +$232K +1,977 +22%
SFS
288
Sowell Financial Services
Arkansas
$1.27M +$1.29M +11,038 New
FIA
289
Foundations Investment Advisors
Arizona
$1.26M +$684K +5,838 +114%
SI
290
Stephens Inc
Arkansas
$1.26M -$249K -2,122 -16%
CFAM
291
Coury Firm Asset Management
Pennsylvania
$1.25M +$1.22M +10,381 +2,381%
AAS
292
Avantax Advisory Services
Texas
$1.22M +$40.8K +348 +3%
CGFA
293
Colton Groome Financial Advisors
North Carolina
$1.21M -$748K -6,390 -38%
CCB
294
Country Club Bank
Missouri
$1.19M -$257K -2,193 -17%
PBO
295
Peoples Bank (Ohio)
Ohio
$1.18M -$115K -985 -9%
PFG
296
Pacific Financial Group
Washington
$1.17M +$62.2K +531 +6%
GG
297
GenWealth Group
New Jersey
$1.17M +$42.5K +363 +4%
VC
298
Vicus Capital
Pennsylvania
$1.15M +$1.17M +9,970 New
CB
299
Cadence Bank
Mississippi
$1.14M -$318K -2,712 -22%
SI
300
Saxon Interests
Texas
$1.13M -$118K -1,006 -9%