We are live on ! Find out more
IEI icon

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
SPC
301
Sigma Planning Corp
Michigan
$770K -$312K -2,720 -29%
SIA
302
Strategic Investment Advisors
Michigan
$766K -$17.4K -152 -2%
CT
303
Caldwell Trust
Florida
$756K +$734K +6,404 +3,598%
BIP
304
Blueprint Investment Partners
North Carolina
$754K -$12.5K -109 -2%
DAS
305
Dynamic Advisor Solutions
Arizona
$751K -$624K -5,443 -45%
CW
306
CreativeOne Wealth
Kansas
$749K -$17.5K -153 -2%
RAM
307
Riggs Asset Management
Pennsylvania
$736K +$727K +6,343 +10,572%
NB
308
NBT Bank
New York
$734K
RW
309
Rede Wealth
Virginia
$734K -$115K -1,005 -14%
CB
310
Cadence Bank
Mississippi
$722K +$466K +4,062 +182%
WGCA
311
Wolf Group Capital Advisors
Virginia
$720K -$4.44M -38,748 -86%
SB
312
Simmons Bank
Arkansas
$717K -$581K -5,064 -45%
BFC
313
Blue Fin Capital
Rhode Island
$713K +$291K +2,541 +69%
MSL
314
Mackay Shields LLC
New York
$711K +$115K +1,000 +19%
BL
315
BFSG LLC
California
$710K -$1.98M -17,230 -74%
CWM
316
Congress Wealth Management
Massachusetts
$708K +$64.4K +562 +10%
SAS
317
Sage Advisory Services
Texas
$707K +$79.2K +691 +13%
IDA
318
Intelligence Driven Advisers
California
$703K +$57.7K +503 +9%
IA
319
IFP Advisors
Florida
$700K +$54.7K +477 +9%
BOSSRA
320
B.O.S.S. Retirement Advisors
Utah
$700K +$698K +6,090 New
HCA
321
Heck Capital Advisors
Wisconsin
$687K -$58.4K -509 -8%
CA
322
Clearstead Advisors
Ohio
$686K +$36K +314 +6%
Wolverine Trading
323
Wolverine Trading
Illinois
$682K +$680K +5,933 New
GA
324
Greenspring Advisors
Maryland
$662K +$661K +5,762 New
ATC
325
Argent Trust Co
Tennessee
$658K -$99.2K -865 -13%