We are live on ! Find out more
IEI icon

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
HI
451
Hudock Inc
Pennsylvania
$282K +$10.1K +86 +4%
EGA
452
E&G Advisors
Texas
$281K
WFA
453
WestHill Financial Advisors
California
$280K
RWA
454
Redhawk Wealth Advisors
Minnesota
$280K +$16.2K +138 +6%
JCM
455
Jacobi Capital Management
Pennsylvania
$273K +$23.5K +201 +9%
IW
456
Imprint Wealth
South Carolina
$272K +$4.68K +40 +2%
LFAS
457
Level Four Advisory Services
Texas
$270K -$2.84M -24,249 -91%
WF
458
Wayfinding Financial
Washington
$267K +$28.9K +247 +12%
TA
459
TFG Advisers
Michigan
$267K -$4.45K -38 -2%
CWP
460
Concord Wealth Partners
Virginia
$265K +$820 +7 +0.3%
EAM
461
Evanson Asset Management
California
$261K +$266K +2,268 New
Fisher Asset Management
462
Fisher Asset Management
Washington
$258K +$262K +2,235 New
SGAM
463
Stephens Group Asset Management
Arkansas
$256K
PIA
464
Perennial Investment Advisors
California
$248K -$12.5K -107 -5%
TBNY
465
Trustco Bank (New York)
New York
$247K +$251K +2,140 New
CWP
466
Core Wealth Partners
California
$244K +$248K +2,119 New
SC
467
Solstein Capital
California
$242K
MPCL
468
My Personal CFO LLC
Washington
$242K
LT
469
Legacy Trust
Michigan
$241K +$245K +2,090 New
SLG
470
Stanley-Laman Group
Pennsylvania
$240K +$2.81K +24 +1%
BPCE
471
Bank Pictet & Cie (Europe)
Germany
$237K +$241K +2,057 New
SS
472
Simplicity Solutions
Minnesota
$236K +$240K +2,045 New
KCM
473
KM Capital Management
Texas
$229K -$226K -1,929 -49%
CF
474
Centaurus Financial
California
$228K +$6.79K +58 +3%
MFG
475
Merit Financial Group
Georgia
$227K +$231K +1,972 New