We are live on ! Find out more
IEI icon

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
BA
501
Ballast Advisors
Minnesota
$42.9K
DI
502
Disciplined Investments
Oklahoma
$42.7K
MIFH
503
Migdal Insurance & Financial Holdings
Israel
$42K -$833K -7,269 -95%
CWM
504
Cranbrook Wealth Management
Michigan
$39.2K
CLOS
505
Compagnie Lombard Odier SCmA
Switzerland
$37K
RBC
506
Roble Belko & Company
Pennsylvania
$35K
PP
507
Pacifica Partners
Canada
$34.5K -$9.52K -83 -22%
IGWM
508
ICA Group Wealth Management
Colorado
$33.2K +$33.1K +289 New
Bessemer Group
509
Bessemer Group
New Jersey
$32K -$15.6K -136 -33%
CT
510
Colonial Trust
South Carolina
$31.6K +$31.4K +274 New
Jones Financial Companies
511
Jones Financial Companies
Missouri
$30K +$29.7K +259 New
TSWM
512
Tyler-Stone Wealth Management
Ohio
$29K
RIA
513
Realta Investment Advisors
Delaware
$27.8K -$17.2K -150 -38%
HIA
514
Harbor Investment Advisory
Maryland
$27K
CHA
515
Carmichael Hill & Associates
Maryland
$25K
HR
516
Howe & Rusling
New York
$23.2K +$23.2K +202 New
NRC
517
New Republic Capital
North Carolina
$23.1K +$23K +201 New
BCA
518
Bray Capital Advisors
Florida
$23K
RFA
519
Register Financial Advisors
Georgia
$22.2K +$22.1K +193 New
AWM
520
Accurate Wealth Management
Florida
$22.1K +$21.8K +190 New
CP
521
Castleview Partners
Texas
$21K +$21K +183 New
AIA
522
Armor Investment Advisors
North Carolina
$18.6K +$18.6K +162 New
TF
523
Tompkins Financial
New York
$18K
TAM
524
Townsend Asset Management
North Carolina
$17.3K +$4.01K +35 +30%
BAAM
525
Baker Avenue Asset Management
California
$17.2K +$17.2K +150 New