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iShares 3-7 Year Treasury Bond ETF

593 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, 239 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 (+$902M)

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: 608593 (-15)

15% less funds holding in top 10

Funds holding in top 10: 5345 (-8)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 239

Holders
593
Holders Change
-15
Holders Change %
-2.47%
% of All Funds
9.41%
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
239
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
TBNY
451
Trustco Bank (New York)
New York
$242K
FS
452
Ferguson Shapiro
Georgia
$240K -$74K -647 -23%
SC
453
Solstein Capital
California
$238K
MPCL
454
My Personal CFO LLC
Washington
$237K
CFG
455
Citizens Financial Group
Rhode Island
$234K -$14.6M -127,646 -98%
BPCE
456
Bank Pictet & Cie (Europe)
Germany
$233K
FHA
457
First Horizon Advisors
Tennessee
$230K +$28.6K +250 +14%
SS
458
Simplicity Solutions
Minnesota
$228K -$2.97K -26 -1%
SFG
459
SevenBridge Financial Group
Pennsylvania
$228K +$231K +2,017 New
KCM
460
KM Capital Management
Texas
$226K +$1.37K +12 +0.6%
CWM
461
Certus Wealth Management
California
$224K -$347K -3,031 -61%
FA
462
Flagstar Advisors
New York
$221K +$5.49K +48 +3%
LFAS
463
Level Four Advisory Services
Texas
$221K -$45.3K -396 -17%
VCP
464
Verus Capital Partners
Arizona
$220K -$69K -603 -24%
HIP
465
HUB Investment Partners
Texas
$220K
BA
466
Ballew Advisors
Mississippi
$219K +$800 +7 +0.4%
IRC
467
Investors Research Corp
Georgia
$219K +$14.6K +128 +7%
MBFW
468
Morton Brown Family Wealth
Pennsylvania
$219K -$71.6K -626 -24%
EWA
469
EP Wealth Advisors
California
$211K +$213K +1,867 New
PIA
470
Pinion Investment Advisors
Kansas
$210K +$4.23K +37 +2%
IFA
471
Interactive Financial Advisors
Illinois
$207K -$92.3K -807 -31%
PTC
472
Private Trust Company
Ohio
$207K +$14.6K +128 +8%
GA
473
Greenspring Advisors
Maryland
$206K
IFG
474
Independent Financial Group
California
$206K -$6.17K -54 -3%
TCM
475
Triumph Capital Management
Colorado
$203K -$10.4K -91 -5%