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iShares 3-7 Year Treasury Bond ETF

608 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

40% more call options, than puts

Call options by funds: $332M | Put options by funds: $236M

11% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 205

4% more funds holding

Funds holding: 582608 (+26)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$315M)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

1.24% less ownership

Funds ownership: 84.76%83.52% (-1.2%)

Holders
608
Holders Change
+26
Holders Change %
+4.47%
% of All Funds
9.55%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
86
Increased
228
Reduced
205
Closed
58
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
401
Robinswood Financial
Washington
$400K +$407K +3,473 New
SC
402
Schoolcraft Capital
Colorado
$400K -$127K -1,083 -24%
ASN
403
Advisory Services Network
Georgia
$395K +$39.1K +334 +11%
B
404
Bellecapital
Switzerland
$394K -$25.8K -220 -6%
NLG
405
New Legacy Group
New York
$392K
VCP
406
Vista Capital Partners
Oregon
$387K -$2.69K -23 -0.7%
DAS
407
Dynamic Advisor Solutions
Arizona
$386K -$128K -1,089 -25%
FA
408
Fiduciary Alliance
South Carolina
$385K +$391K +3,342 New
SCA
409
Snowden Capital Advisors
New York
$374K -$586 -5 -0.2%
PFA
410
Petra Financial Advisors
Colorado
$370K +$375K +3,206 New
TF
411
TimeScale Financial
Massachusetts
$367K +$373K +3,182 New
LHWM
412
Lake Hills Wealth Management
Texas
$360K -$3.55M -30,276 -91%
ACM
413
Advance Capital Management
Michigan
$359K -$5.5K -47 -1%
AL
414
ACAS LLC
California
$357K
DWP
415
Daymark Wealth Partners
Ohio
$355K +$361K +3,081 New
MSL
416
Mackay Shields LLC
New York
$355K
GIM
417
Goelzer Investment Management
Indiana
$350K -$4.92K -42 -1%
WWM
418
Western Wealth Management
Colorado
$347K -$23.5K -201 -6%
SPW
419
Surience Private Wealth
Washington
$346K -$101K -866 -22%
WP
420
WealthSource Partners
California
$346K +$110K +940 +46%
FBB
421
Fulton Breakefield Broenniman
Maryland
$345K
SCM
422
Stonehearth Capital Management
Massachusetts
$344K -$167K -1,428 -32%
AWM
423
Aries Wealth Management
Maine
$343K
RB
424
Renasant Bank
Mississippi
$343K -$4.33K -37 -1%
CLG
425
Cooperman Leon G
$336K