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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
FF
426
Fluent Financial
Texas
$334K +$12.9K +110 +4%
PWMG
427
Pioneer Wealth Management Group
Texas
$329K +$335K +2,857 New
WTC
428
WhitTier Trust Company
Nevada
$329K
LCGC
429
Legacy Capital Group California
California
$322K +$88.5K +756 +37%
FS
430
Ferguson Shapiro
Georgia
$319K -$981K -8,373 -75%
IIM
431
InTrack Investment Management
Vermont
$313K -$35.1K -300 -10%
CST
432
Charles Schwab Trust
Nevada
$312K -$93.5K -798 -23%
SB
433
Simmons Bank
Arkansas
$308K -$359K -3,068 -53%
VWA
434
V Wealth Advisors
Kansas
$308K +$586 +5 +0.2%
ATC
435
Argent Trust Co
Tennessee
$305K +$43.8K +374 +16%
IFA
436
Interactive Financial Advisors
Illinois
$304K -$236K -2,012 -43%
WC
437
Waterloo Capital
Texas
$299K +$5.86K +50 +2%
FANJ
438
Financial Architects (New Jersey)
New Jersey
$299K -$182K -1,552 -37%
CCM
439
Ciovacco Capital Management
Georgia
$295K -$10.7K -91 -3%
MBFW
440
Morton Brown Family Wealth
Pennsylvania
$295K -$3.04K -26 -1%
VCP
441
Verus Capital Partners
Arizona
$294K -$8.43K -72 -3%
BBWP
442
Beacon Bridge Wealth Partners
Pennsylvania
$294K +$820 +7 +0.3%
SAA
443
Southeast Asset Advisors
Georgia
$293K -$18.4K -157 -6%
RW
444
REDW Wealth
New Mexico
$292K +$19.9K +170 +7%
ZF
445
Zhang Financial
Michigan
$290K +$297K +2,533 New
TRCT
446
Tower Research Capital (TRC)
New York
$287K +$267K +2,279 +1,060%
AWM
447
Apollon Wealth Management
South Carolina
$285K -$351 -3 -0.1%
SOS
448
Silver Oak Securities
Tennessee
$285K -$351 -3 -0.1%
SP
449
Successful Portfolios
Florida
$284K -$14.1K -120 -5%
WI
450
Wintrust Investments
Illinois
$283K -$97.8K -835 -25%