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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
WF
426
Wayfinding Financial
Washington
$288K +$26.2K +229 +10%
SAA
427
Southeast Asset Advisors
Georgia
$287K
RW
428
REDW Wealth
New Mexico
$287K +$457 +4 +0.2%
AL
429
ACAS LLC
California
$284K -$67.1K -587 -19%
LPT
430
Legacy Private Trust
Wisconsin
$283K +$286K +2,502 New
HI
431
Hudock Inc
Pennsylvania
$282K +$5.03K +44 +2%
SP
432
Successful Portfolios
Florida
$279K
CCM
433
Ciovacco Capital Management
Georgia
$277K -$13.5K -118 -5%
EGA
434
E&G Advisors
Texas
$276K
SAS
435
Stelac Advisory Services
New York
$270K +$97.2K +850 +55%
PFO
436
Pathstone Family Office
New Jersey
$268K +$271K +2,372 New
SCM
437
Stonehearth Capital Management
Massachusetts
$267K -$71.9K -629 -21%
AWM
438
Apollon Wealth Management
South Carolina
$266K -$14.3K -125 -5%
CIA
439
Capital Investment Advisors
Georgia
$266K -$147K -1,282 -35%
Betterment LLC
440
Betterment LLC
New York
$263K -$754K -6,597 -74%
IWM
441
Iams Wealth Management
Nebraska
$259K +$262K +2,290 New
DI
442
DFPG Investments
Utah
$258K +$262K +2,287 New
TA
443
TFG Advisers
Michigan
$256K -$6.4K -56 -2%
CWP
444
Concord Wealth Partners
Virginia
$253K -$7.55K -66 -3%
MFG
445
Merit Financial Group
Georgia
$252K +$28.8K +252 +13%
SGAM
446
Stephens Group Asset Management
Arkansas
$251K
BBWP
447
Beacon Bridge Wealth Partners
Pennsylvania
$251K -$38K -332 -13%
CAG
448
Csenge Advisory Group
Florida
$250K +$252K +2,208 New
SLG
449
Stanley-Laman Group
Pennsylvania
$248K +$13.2K +115 +6%
CGA
450
Crescent Grove Advisors
Illinois
$245K +$248K +2,168 New