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
FSA
301
Financial Services Advisory
Maryland
$1.1M +$95.2K +813 +9%
ITB
302
Idaho Trust Bank
Idaho
$1.1M +$1.12M +9,521 New
GFG
303
Goldstone Financial Group
Illinois
$1.1M +$416K +3,551 +60%
GSEP
304
Golden State Equity Partners
California
$1.09M +$25.4K +217 +2%
FA
305
Faithward Advisors
Pennsylvania
$1.08M +$642K +5,482 +138%
KSWA
306
Kathleen S. Wright Associates
Pennsylvania
$1.07M -$145K -1,240 -12%
FFM
307
Fullerton Fund Management
Singapore
$1.07M -$52.7M -449,815 -98%
UB
308
UMB Bank
Missouri
$1.06M
NB
309
NBT Bank
New York
$1.04M +$310K +2,650 +41%
UI
310
Unconventional Investor
New Hampshire
$1.04M -$351 -3 -0%
NFW
311
Noble Family Wealth
Florida
$1.03M -$5.86K -50 -0.6%
Betterment LLC
312
Betterment LLC
New York
$1.03M +$196K +1,673 +23%
OA
313
Oxbow Advisors
Texas
$980K -$293K -2,500 -23%
CFAM
314
Center For Asset Management
Florida
$978K +$54.2K +463 +6%
William Blair & Company
315
William Blair & Company
Illinois
$972K +$260K +2,224 +36%
BF
316
BOK Financial
Oklahoma
$954K
TSS
317
Two Sigma Securities
New York
$932K +$947K +8,083 New
NCG
318
Newport Capital Group
New Jersey
$931K +$946K +8,081 New
GRP
319
Global Retirement Partners
California
$893K -$84.3K -720 -9%
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$887K +$901K +7,696 New
TFA
321
Tranquilli Financial Advisor
New Jersey
$884K +$144K +1,229 +19%
CT
322
Caldwell Trust
Florida
$869K +$862K +7,362 +4,136%
VWM
323
Valley Wealth Managers
New Jersey
$865K +$108K +922 +14%
CL
324
Choreo LLC
Illinois
$864K -$5.7M -48,700 -87%
AIP
325
Almanack Investment Partners
Pennsylvania
$844K -$65.9K -563 -7%