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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
SC
476
Stephens Consulting
Michigan
$87.5K -$2.41K -21 -3%
AWM
477
Avior Wealth Management
Nebraska
$84.8K +$84.6K +738 New
PCTC
478
Perkins Coie Trust Company
Washington
$83.3K
CPA
479
Cardiff Park Advisors
California
$81.8K
S
480
SignatureFD
Georgia
$77.2K +$459 +4 +0.6%
SSB
481
Sandy Spring Bank
Maryland
$74.4K -$12.7K -111 -15%
SMFG
482
Sumitomo Mitsui Financial Group
Japan
$71.5K -$50.1K -437 -41%
YDMI
483
Y.D. More Investments
Israel
$69.8K +$69.5K +606 New
MCM
484
Manchester Capital Management
Vermont
$67.4K +$67.3K +587 New
BWL
485
Bogart Wealth LLC
Virginia
$65.3K
CPG
486
Cornerstone Planning Group
New Jersey
$62.1K +$60.4K +527 New
FFA
487
Farther Finance Advisors
California
$61.1K +$60.9K +531 New
GWM
488
Geneos Wealth Management
Colorado
$59.6K
GFL
489
Granite FO LLC
New Hampshire
$58.1K +$57.4K +501 New
CSPIA
490
Cary Street Partners Investment Advisory
Virginia
$57.4K +$57.3K +500 New
CAL
491
Capital Analysts LLC
Pennsylvania
$56K +$34.5K +301 +164%
FCA
492
FinTrust Capital Advisors
South Carolina
$55K
AAP
493
Arax Advisory Partners
Colorado
$53.9K +$1.03K +9 +2%
BC
494
Barrett & Company
Rhode Island
$53.5K
CSWM
495
Cassady Schiller Wealth Management
Ohio
$52.4K +$52.3K +456 New
TA
496
Tectonic Advisors
Texas
$49.2K +$49.1K +428 New
CAS
497
Coppell Advisory Solutions
Texas
$48.4K +$48.3K +421 New
CASC
498
Coppell Advisory Solutions Corp
Texas
$48.4K +$48.3K +421 New
FCAG
499
First Capital Advisors Group
New Jersey
$44.1K
PO
500
Private Ocean
California
$43.5K +$38.6K +337 +802%