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iShares 3-7 Year Treasury Bond ETF

594 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 240 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $10.7B → $11.6B (+$903M)

2.69% more ownership

Funds ownership: 83.52%86.21% (+2.7%)

8% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 66

8% less call options, than puts

Call options by funds: $359M | Put options by funds: $388M

2% less funds holding

Funds holding: 608594 (-14)

15% less funds holding in top 10

Funds holding in top 10: 5345 (-8)

17% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 240

Holders
594
Holders Change
-14
Holders Change %
-2.3%
% of All Funds
9.43%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.71%
New
61
Increased
200
Reduced
240
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
351
Fiduciary Alliance
South Carolina
$602K +$226K +1,978 +59%
SRSA
352
S.R. Schill & Associates
Washington
$591K -$1.83K -16 -0.3%
BIA
353
Bigelow Investment Advisors
Maine
$587K -$191K -1,667 -24%
TAM
354
Titleist Asset Management
Texas
$585K -$1.49K -13 -0.3%
EWA
355
EverSource Wealth Advisors
Alabama
$582K +$4K +35 +0.7%
PCIA
356
Prime Capital Investment Advisors
Kansas
$581K -$248K -2,169 -30%
CST
357
Charles Schwab Trust
Nevada
$579K +$279K +2,443 +91%
DIA
358
Dana Investment Advisors
Wisconsin
$575K -$2.4K -21 -0.4%
MA
359
Mutual Advisors
Nebraska
$566K -$28.7K -251 -5%
WCFA
360
Walkner Condon Financial Advisors
Wisconsin
$562K +$50.3K +440 +10%
GPA
361
Guerra Pan Advisors
New Jersey
$558K
BJL
362
Brighton Jones LLC
Washington
$554K +$229 +2 +0%
WPA
363
West Paces Advisors
Georgia
$542K -$1.01M -8,800 -65%
AA
364
Argent Advisors
Louisiana
$541K +$12.5K +109 +2%
CAMG
365
CWA Asset Management Group
Florida
$531K -$52.7M -460,627 -99%
AAS
366
Ameritas Advisory Services
Nebraska
$530K +$536K +4,684 New
HWM
367
Heirloom Wealth Management
Colorado
$529K -$16.1M -140,625 -97%
Wealthfront Advisers
368
Wealthfront Advisers
California
$520K +$28.6K +250 +6%
VWA
369
Visionary Wealth Advisors
Illinois
$514K -$121K -1,062 -19%
RWB
370
RMR Wealth Builders
New Jersey
$509K
IAS
371
IMA Advisory Services
Colorado
$499K
HW
372
Hancock Whitney
Mississippi
$493K +$498K +4,357 New
Deutsche Bank
373
Deutsche Bank
Germany
$492K -$948K -8,290 -66%
BPC
374
Banque Pictet & Cie
Switzerland
$477K -$47.2K -413 -9%
JTWM
375
Jackson Thornton Wealth Management
Alabama
$463K -$1.49K -13 -0.3%