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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
IWC
326
Integrated Wealth Concepts
Massachusetts
$843K -$26.8K -229 -3%
PCIA
327
Prime Capital Investment Advisors
Kansas
$842K +$465K +3,973 +119%
FGA
328
Fortis Group Advisors
New Jersey
$815K -$15.1K -129 -2%
IWM
329
IHT Wealth Management
Illinois
$814K +$563K +4,809 +214%
SWP
330
Summit Wealth Partners
Florida
$812K -$18.4K -157 -2%
SJIC
331
St. James Investment Company
Texas
$805K -$1.17K -10 -0.1%
AA
332
AlphaCentric Advisors
Puerto Rico
$798K +$261K +2,225 +47%
BIA
333
Bigelow Investment Advisors
Maine
$790K +$803K +6,858 New
WDC
334
Woodward Diversified Capital
California
$783K +$111K +946 +16%
SWP
335
Stratos Wealth Partners
Ohio
$775K +$584K +4,984 +286%
HFG
336
Heron Financial Group
New York
$769K
BOSSRA
337
B.O.S.S. Retirement Advisors
Utah
$764K +$41.1K +351 +6%
MIH
338
Meitav Investment House
Israel
$743K -$36.7K -313 -5%
RW
339
Rede Wealth
Virginia
$737K -$2.23K -19 -0.3%
CWM
340
Congress Wealth Management
Massachusetts
$736K -$5.97K -51 -0.8%
OFG
341
Omega Financial Group
California
$733K -$63.5K -542 -8%
WCM
342
Wunderlich Capital Managemnt
Tennessee
$730K +$83.6K +714 +13%
CAC
343
Cowen and Company
New York
$726K +$738K +6,300 New
SPC
344
Sigma Planning Corp
Michigan
$719K +$49.9K +426 +7%
RT
345
Rockland Trust
Massachusetts
$686K +$11K +94 +2%
AA
346
Alesco Advisors
New York
$651K -$2.46M -21,010 -79%
BWM
347
BerganKDV Wealth Management
Minnesota
$650K -$86.5K -739 -12%
BL
348
BFSG LLC
California
$649K -$14.6K -125 -2%
VWA
349
Visionary Wealth Advisors
Illinois
$646K -$387K -3,303 -37%
JFG
350
Jefferies Financial Group
New York
$640K +$650K +5,550 New