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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
Comerica Bank
426
Comerica Bank
Texas
$273K +$33.9K +296 +15%
RW
427
REDW Wealth
New Mexico
$272K
JFG
428
JMG Financial Group
Illinois
$271K +$271K +2,362 New
CFO
429
CVA Family Office
Colorado
$270K +$239K +2,082 +783%
CF
430
Centaurus Financial
California
$269K -$28.7K -250 -10%
SOS
431
Silver Oak Securities
Tennessee
$264K +$116K +1,015 +79%
AGC
432
Aspen Grove Capital
Colorado
$260K +$259K +2,260 New
CWP
433
Concord Wealth Partners
Virginia
$256K +$255K +2,226 New
HWA
434
HCR Wealth Advisors
California
$256K
SGAM
435
Stephens Group Asset Management
Arkansas
$255K
JCM
436
Jacobi Capital Management
Pennsylvania
$252K -$11.7K -102 -4%
JCM
437
Janney Capital Management
Pennsylvania
$250K +$249K +2,174 New
PP
438
PrairieView Partners
Minnesota
$249K +$56.4K +492 +29%
TRCT
439
Tower Research Capital (TRC)
New York
$248K -$176K -1,537 -42%
IWM
440
IHT Wealth Management
Illinois
$248K +$229 +2 +0.1%
ARC
441
Advisor Resource Council
Texas
$247K +$229 +2 +0.1%
LJAC
442
L.J. Altfest & Co
New York
$246K
PIA
443
Perennial Investment Advisors
California
$245K +$245K +2,135 New
PTC
444
Private Trust Company
Ohio
$243K +$10.1K +88 +4%
SC
445
Solstein Capital
California
$241K
MPCL
446
My Personal CFO LLC
Washington
$241K
LA
447
Latitude Advisors
Florida
$239K +$8.48K +74 +4%
TC
448
TAP Consulting
Missouri
$238K -$25.5K -222 -10%
SS
449
Simplicity Solutions
Minnesota
$237K -$422K -3,680 -64%
WP
450
WealthSource Partners
California
$237K -$19.6K -171 -8%