We are live on ! Find out more
IEI icon

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
Jane Street
26
Jane Street
New York
$105M +$62.5M +546,259 +144%
BlackRock
27
BlackRock
New York
$102M +$10.6M +92,285 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$68.9M +$9.45M +82,661 +16%
HNB
29
Huntington National Bank
Ohio
$63.4M
CF
30
Cantor Fitzgerald
New York
$58.9M -$10.4M -90,775 -15%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$58M -$21.4M -187,331 -27%
Osaic Holdings
32
Osaic Holdings
Arizona
$57.8M +$17.2M +150,758 +42%
SFG
33
SNS Financial Group
Minnesota
$56.3M -$768K -6,719 -1%
M&T Bank
34
M&T Bank
New York
$55.2M -$17.3M -151,722 -24%
VFA
35
Voya Financial Advisors
Connecticut
$53.6M -$32.9M -287,531 -38%
HCM
36
Hilton Capital Management
New York
$53.6M -$10.2M -89,573 -16%
Goldman Sachs
37
Goldman Sachs
New York
$52.2M +$40.7M +355,510 +337%
Victory Capital Management
38
Victory Capital Management
Texas
$51.9M -$340K -2,977 -0.6%
TIA
39
Traphagen Investment Advisors
New Jersey
$50M +$3.16M +27,620 +7%
ECM
40
Evergreen Capital Management
Washington
$49.8M +$11.2M +97,964 +29%
KeyBank National Association
41
KeyBank National Association
Ohio
$47.2M -$1.19M -10,374 -2%
ACA
42
Anchor Capital Advisors
Massachusetts
$45M -$3.51M -30,659 -7%
FWI
43
Facet Wealth Inc
Maryland
$44.6M +$4.22M +36,874 +10%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$43.3M -$1.12M -9,822 -3%
PSP
45
Pacific Sage Partners
Washington
$40.8M +$827K +7,229 +2%
BSW
46
Buckingham Strategic Wealth
Missouri
$40.3M +$1.76M +15,385 +5%
AWM
47
AE Wealth Management
Kansas
$40M -$2.48M -21,703 -6%
CW
48
Connectus Wealth
Ohio
$35.7M -$4.77M -41,720 -12%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$35M +$33.2M +290,048 +1,352%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$34.2M +$5.95M +52,050 +21%