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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
DADC
476
D.A. Davidson & Co
Montana
$227K +$231K +1,970 New
HIP
477
HUB Investment Partners
Texas
$224K -$351 -3 -0.2%
BA
478
Ballew Advisors
Mississippi
$223K -$1.34M -11,474 -86%
FA
479
Flagstar Advisors
New York
$220K -$2.69K -23 -1%
TCM
480
Triumph Capital Management
Colorado
$217K -$2.46K -21 -1%
WGCA
481
Wolf Group Capital Advisors
Virginia
$216K -$86.1K -735 -28%
IFG
482
Independent Financial Group
California
$216K
SWP
483
Semus Wealth Partners
Florida
$213K +$217K +1,850 New
GA
484
Greenspring Advisors
Maryland
$210K -$469K -4,007 -69%
BWM
485
Birchcreek Wealth Management
Ohio
$210K -$25.5K -218 -11%
PIA
486
Pinion Investment Advisors
Kansas
$210K +$213K +1,818 New
IRC
487
Investors Research Corp
Georgia
$208K +$13.2K +113 +7%
FHA
488
First Horizon Advisors
Tennessee
$206K +$703 +6 +0.3%
SF
489
Summit Financial
New Jersey
$203K +$207K +1,765 New
EWM
490
Evercore Wealth Management
New York
$203K -$80.9K -691 -28%
LAM
491
LifePro Asset Management
California
$202K +$205K +1,751 New
PTC
492
Private Trust Company
Ohio
$196K +$48K +410 +32%
PA
493
Parallel Advisors
California
$182K
SAS
494
Stelac Advisory Services
New York
$177K
CSC
495
Caldwell Sutter Capital
California
$174K +$117K +995 +194%
TIM
496
Tortoise Investment Management
New York
$163K
AIP
497
Ameritas Investment Partners
Nebraska
$159K -$8.78K -75 -5%
VAG
498
VisionPoint Advisory Group
Texas
$156K -$542K -4,631 -77%
RP
499
Rice Partnership
Hawaii
$154K -$4.92K -42 -3%
GWM
500
Geneos Wealth Management
Colorado
$154K +$7.03K +60 +5%