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
RWB
351
RMR Wealth Builders
New Jersey
$517K
HCM
352
Hilton Capital Management
New York
$511K
RCA
353
Resonant Capital Advisors
Wisconsin
$507K +$506K +4,414 New
IAS
354
IMA Advisory Services
Colorado
$507K
OCG
355
Opus Capital Group
Ohio
$506K +$505K +4,400 New
PFS
356
Prospera Financial Services
Texas
$492K +$491K +4,282 New
BWM
357
BerganKDV Wealth Management
Minnesota
$479K -$19.3K -168 -4%
WC
358
Whitney & Co
New York
$473K -$4.33M -37,753 -90%
JTWM
359
Jackson Thornton Wealth Management
Alabama
$471K
Renaissance Technologies
360
Renaissance Technologies
New York
$471K +$470K +4,100 New
MOS
361
MGO One Seven
Ohio
$467K +$466K +4,068 New
Wealthfront Advisers
362
Wealthfront Advisers
California
$466K +$61.5K +536 +15%
EW
363
Element Wealth
Mississippi
$460K +$265K +2,312 +137%
CLG
364
Cooperman Leon G
$459K
KCM
365
KM Capital Management
Texas
$448K +$447K +3,898 New
SWM
366
Spire Wealth Management
Virginia
$445K -$1.53M -13,332 -77%
SPW
367
Surience Private Wealth
Washington
$444K -$52.3K -456 -11%
IA
368
IFG Advisors
Missouri
$443K +$2.29K +20 +0.5%
GIM
369
Goelzer Investment Management
Indiana
$443K -$26.4K -230 -6%
Betterment LLC
370
Betterment LLC
New York
$442K +$442K +3,851 New
DZ Bank
371
DZ Bank
Germany
$434K
SYBT
372
Stock Yards Bank & Trust
Kentucky
$434K -$138K -1,200 -24%
WSFS
373
Wilmington Savings Fund Society
Delaware
$422K
ASN
374
Advisory Services Network
Georgia
$421K -$278K -2,423 -40%
EWM
375
Empirical Wealth Management
Washington
$419K -$60.4K -527 -13%