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
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$109M +$6.86M +58,580 +7%
BlackRock
27
BlackRock
New York
$93.2M +$9.08M +77,520 +11%
VFA
28
Voya Financial Advisors
Connecticut
$87.8M +$32.9M +280,675 +58%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$80.7M +$5.1M +43,566 +7%
M&T Bank
30
M&T Bank
New York
$73.7M -$104M -889,258 -58%
CF
31
Cantor Fitzgerald
New York
$70.5M -$1.94M -16,543 -3%
HCM
32
Hilton Capital Management
New York
$64.9M +$65.9M +562,881 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$60.7M -$3.59M -30,672 -6%
SFG
34
SNS Financial Group
Minnesota
$58.1M -$4.6M -39,305 -7%
CAMG
35
CWA Asset Management Group
Florida
$53.6M +$5.36M +45,771 +11%
Victory Capital Management
36
Victory Capital Management
Texas
$53.2M +$1.84M +15,683 +4%
HNB
37
Huntington National Bank
Ohio
$52.2M
ACA
38
Anchor Capital Advisors
Massachusetts
$49.3M +$5.37M +45,830 +12%
KeyBank National Association
39
KeyBank National Association
Ohio
$49.3M -$1.43M -12,178 -3%
TIA
40
Traphagen Investment Advisors
New Jersey
$47.7M +$1.29M +11,033 +3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$45.1M +$34.4M +294,064 +309%
Jane Street
42
Jane Street
New York
$43.7M -$49.9M -426,170 -53%
AWM
43
AE Wealth Management
Kansas
$43.3M -$12.8M -109,171 -23%
Osaic Holdings
44
Osaic Holdings
Arizona
$41.4M -$9.03M -77,091 -18%
FWI
45
Facet Wealth Inc
Maryland
$41.2M +$42.2M +359,974 New
CW
46
Connectus Wealth
Ohio
$41.1M +$11.8M +100,897 +39%
PSP
47
Pacific Sage Partners
Washington
$40.7M +$6.74M +57,565 +19%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$39.8M +$28.6M +244,584 +242%
ECM
49
Evergreen Capital Management
Washington
$39.4M +$9.9M +84,556 +33%
BSW
50
Buckingham Strategic Wealth
Missouri
$39.3M -$2.36M -20,193 -6%