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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
WTC
401
WhitTier Trust Company
Nevada
$329K -$192K -1,678 -37%
LMKC
402
L.M. Kohn & Company
Ohio
$327K +$326K +2,845 New
CCM
403
Ciovacco Capital Management
Georgia
$326K -$115 -1 -0%
AAS
404
Avantax Advisory Services
Texas
$322K +$9.4K +82 +3%
FF
405
Fluent Financial
Texas
$320K -$1.84M -16,047 -85%
CA
406
Continuum Advisory
Idaho
$319K +$38.2K +333 +14%
OIA
407
OneDigital Investment Advisors
Kansas
$318K -$204K -1,780 -39%
TFCP
408
Twin Focus Capital Partners
Massachusetts
$315K -$38K -331 -11%
BBWP
409
Beacon Bridge Wealth Partners
Pennsylvania
$314K +$313K +2,733 New
SAA
410
Southeast Asset Advisors
Georgia
$313K
RWA
411
Redhawk Wealth Advisors
Minnesota
$312K +$47.8K +417 +18%
CAAS
412
Capital Asset Advisory Services
Michigan
$311K +$311K +2,708 New
IWA
413
Icon Wealth Advisors
Texas
$309K
SWP
414
Stratos Wealth Partners
Ohio
$304K +$25K +218 +9%
MAG
415
Mayfair Advisory Group
Alabama
$299K +$115 +1 +0%
TI
416
tru Independence
Oregon
$293K -$14.8K -129 -5%
IA
417
IFG Advisory
Georgia
$292K -$469K -4,093 -62%
TA
418
TFG Advisers
Michigan
$286K -$3.67K -32 -1%
SP
419
Successful Portfolios
Florida
$286K
MBFW
420
Morton Brown Family Wealth
Pennsylvania
$284K +$283K +2,472 New
EWM
421
Evercore Wealth Management
New York
$282K +$28.1K +245 +11%
FHA
422
First Horizon Advisors
Tennessee
$281K -$398K -3,469 -59%
EGA
423
E&G Advisors
Texas
$280K
SCA
424
Snowden Capital Advisors
New York
$279K -$53.2K -464 -16%
HI
425
Hudock Inc
Pennsylvania
$273K +$115 +1 +0%