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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
CWM
376
Connecticut Wealth Management
Connecticut
$458K +$463K +4,050 New
WP
377
WealthSource Partners
California
$453K +$114K +1,000 +33%
PPC
378
Park Place Capital
Alabama
$445K +$7.09K +62 +2%
ASN
379
Advisory Services Network
Georgia
$440K +$52.8K +462 +13%
DAS
380
Dynamic Advisor Solutions
Arizona
$438K +$60.3K +527 +16%
JFG
381
JMG Financial Group
Illinois
$438K
EWM
382
Empirical Wealth Management
Washington
$425K -$81.3K -711 -16%
VWM
383
Valley Wealth Managers
New Jersey
$423K -$431K -3,769 -50%
WSFS
384
Wilmington Savings Fund Society
Delaware
$410K -$18.2K -159 -4%
SRG
385
SBB Research Group
Illinois
$409K
WC
386
Whitney & Co
New York
$405K -$5.83K -51 -1%
CA
387
Continuum Advisory
Idaho
$403K -$6.86K -60 -2%
VA
388
Valmark Advisers
Ohio
$396K
SPC
389
Sigma Planning Corp
Michigan
$393K -$316K -2,764 -44%
Members Trust
390
Members Trust
Florida
$387K -$41.5K -363 -10%
VAG
391
VisionPoint Advisory Group
Texas
$387K +$236K +2,062 +152%
B
392
Bellecapital
Switzerland
$387K
RF
393
Robinswood Financial
Washington
$385K -$8.01K -70 -2%
NLG
394
New Legacy Group
New York
$385K
VCP
395
Vista Capital Partners
Oregon
$382K +$1.94K +17 +0.5%
ACM
396
Advance Capital Management
Michigan
$381K +$28.6K +250 +8%
PFS
397
Prospera Financial Services
Texas
$373K -$80.8K -707 -18%
PFA
398
Petra Financial Advisors
Colorado
$363K
CWM
399
Chemistry Wealth Management
New York
$360K -$33.7K -295 -8%
RW
400
Rede Wealth
Virginia
$357K -$371K -3,241 -51%