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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 209 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 66

65% more call options, than puts

Call options by funds: $85M | Put options by funds: $51.5M

12% more funds holding

Funds holding: 594664 (+70)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

4.06% less ownership

Funds ownership: 86.21%82.15% (-4.1%)

7% less capital invested

Capital invested by funds: $11.6B → $10.7B (-$859M)

11% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 236

Holders
664
Holders Change
+70
Holders Change %
+11.78%
% of All Funds
9.68%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
209
Reduced
236
Closed
66
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
501
Solstein Capital
California
$246K
MPCL
502
My Personal CFO LLC
Washington
$246K
FIA
503
Foundations Investment Advisors
Arizona
$245K -$1.22M -10,734 -84%
NC
504
Napatree Capital
Rhode Island
$242K +$236K +2,068 New
TFA
505
Tobias Financial Advisors
Florida
$239K +$232K +2,037 New
GT
506
Glenview Trust
Kentucky
$237K +$231K +2,020 New
MLA
507
My Legacy Advisors
Oregon
$234K +$228K +1,996 New
VPI
508
Value Partners Investments
Manitoba, Canada
$232K +$226K +1,981 New
HSA
509
HBK Sorce Advisory
Pennsylvania
$230K +$224K +1,960 New
FFM
510
Flagstone Financial Management
Nebraska
$228K +$222K +1,948 New
VCP
511
Verus Capital Partners
Arizona
$228K
PS
512
Principal Securities
Iowa
$228K +$222K +1,945 New
FA
513
Flagstar Advisors
New York
$226K -$3.19K -28 -1%
WF
514
Wayfinding Financial
Washington
$224K -$73K -640 -25%
PIA
515
Perennial Investment Advisors
California
$223K -$28.5K -250 -12%
AWA
516
Arkadios Wealth Advisors
Georgia
$219K +$213K +1,868 New
BBWP
517
Beacon Bridge Wealth Partners
Pennsylvania
$218K -$40.4K -354 -16%
HPM
518
Hoxton Planning & Management
West Virginia
$218K +$212K +1,861 New
CWP
519
Concord Wealth Partners
Virginia
$216K -$44.6K -391 -17%
PIA
520
Pinion Investment Advisors
Kansas
$214K -$3.54K -31 -2%
PTC
521
Private Trust Company
Ohio
$214K -$228 -2 -0.1%
GA
522
Greenspring Advisors
Maryland
$214K
WGCA
523
Wolf Group Capital Advisors
Virginia
$213K +$210K +1,843 New
IRC
524
Investors Research Corp
Georgia
$212K -$14.2K -124 -6%
PCMC
525
Private Capital Management (Colorado)
Colorado
$211K -$114K -1,000 -36%