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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
B
376
Bellecapital
Switzerland
$418K
DWM
377
Destination Wealth Management
California
$415K +$414K +3,614 New
VCP
378
Vista Capital Partners
Oregon
$411K -$21.3K -186 -5%
Lido Advisors
379
Lido Advisors
California
$397K -$23.5K -205 -6%
FA
380
Faithward Advisors
Pennsylvania
$395K -$93.8K -818 -19%
NLG
381
New Legacy Group
New York
$391K
ACM
382
Advance Capital Management
Michigan
$390K +$390K +3,398 New
HSA
383
HBK Sorce Advisory
Pennsylvania
$388K +$183K +1,594 +89%
VCP
384
Verus Capital Partners
Arizona
$382K -$176K -1,534 -32%
WWM
385
Western Wealth Management
Colorado
$373K -$87.5K -763 -19%
CA
386
CoreCap Advisors
Michigan
$371K +$370K +3,229 New
AL
387
ACAS LLC
California
$369K +$368K +3,213 New
PFA
388
Petra Financial Advisors
Colorado
$368K +$368K +3,206 New
PWM
389
Prentice Wealth Management
New York
$368K -$10.3M -89,463 -97%
FBB
390
Fulton Breakefield Broenniman
Maryland
$367K
WF
391
Warner Financial
Maryland
$366K +$99.8K +870 +38%
SAS
392
Sanford Advisory Services
Michigan
$360K
CST
393
Charles Schwab Trust
Nevada
$356K -$248K -2,167 -41%
CWM
394
Chemistry Wealth Management
New York
$353K -$110K -959 -24%
AWM
395
Aries Wealth Management
Maine
$353K +$36.7K +320 +12%
IIM
396
InTrack Investment Management
Vermont
$346K
RB
397
Renasant Bank
Mississippi
$346K
FHA
398
Flagship Harbor Advisors
Massachusetts
$342K +$50.7K +442 +17%
MIH
399
Meitav Investment House
Israel
$335K
SRG
400
SBB Research Group
Illinois
$332K -$131K -1,145 -28%