We are live on ! Find out more
IEI icon

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
FA
451
Flagstar Advisors
New York
$231K -$44.6K -389 -16%
FFS
452
Founders Financial Securities
Maryland
$225K
DADC
453
D.A. Davidson & Co
Montana
$224K +$223K +1,949 New
HIP
454
HUB Investment Partners
Texas
$223K +$223K +1,944 New
WCG
455
Weaver Consulting Group
California
$223K +$223K +1,941 New
FCBT
456
First Citizens Bank & Trust
North Carolina
$223K +$222K +1,938 New
LWM
457
Laidlaw Wealth Management
New York
$220K -$8.6K -75 -4%
GCM
458
Gallacher Capital Management
Colorado
$219K +$219K +1,907 New
FIA
459
Foundations Investment Advisors
Arizona
$219K -$1.36M -11,885 -86%
FAIM
460
Financial Advocates Investment Management
Washington
$217K +$173K +1,509 New
CIBC World Market
461
CIBC World Market
Ontario, Canada
$216K -$420K -3,665 -66%
APS
462
American Planning Services
Florida
$214K +$214K +1,863 +93,150%
CC
463
Cypress Capital
Tennessee
$213K
TIM
464
Tortoise Investment Management
New York
$177K -$8.6K -75 -5%
AIP
465
Ameritas Investment Partners
Nebraska
$176K +$46.2K +403 +36%
IRC
466
Investors Research Corp
Georgia
$172K +$16.9K +147 +11%
SPIA
467
Steward Partners Investment Advisory
New York
$159K
RP
468
Rice Partnership
Hawaii
$158K +$61.8K +539 +65%
HI
469
Harbour Investments
Wisconsin
$155K -$177K -1,540 -53%
PA
470
Parallel Advisors
California
$134K -$8.71K -76 -6%
DIP
471
DT Investment Partners
Pennsylvania
$127K -$88.1K -768 -41%
CWM
472
Consultiva Wealth Management
Puerto Rico
$125K
PIMG
473
Patriot Investment Management Group
Tennessee
$107K +$105K +917 New
AW
474
Avion Wealth
Texas
$99K
MA
475
Montag & Associates
Georgia
$91.6K +$91.4K +797 New