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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
BWM
526
Baystate Wealth Management
Massachusetts
$17K -$366K -3,196 -96%
USCWA
527
U.S. Capital Wealth Advisors
Texas
$14.6K +$14.6K +127 New
HBW
528
Hazlett, Burt & Watson
West Virginia
$13K
TFGT
529
TS Financial Group (TSFG)
Illinois
$13K
CMA
530
Cedar Mountain Advisors
Oregon
$12.7K -$68.6K -598 -84%
JHCP
531
Jackson Hole Capital Partners
Oklahoma
$11.7K
RG
532
Retirement Group
California
$11K +$115 +1 +1%
BONH
533
Bank of New Hampshire
New Hampshire
$11K +$10.7K +93 New
BWP
534
Baldwin Wealth Partners
Massachusetts
$9.77K
BBHC
535
Brown Brothers Harriman & Co
New York
$8.62K -$73.6K -642 -90%
KIA
536
Kraematon Investment Advisors
Massachusetts
$8.62K +$8.6K +75 New
First Manhattan
537
First Manhattan
New York
$8.62K +$4.47K +39 +108%
AA
538
Ancora Advisors
Ohio
$8K
MHR
539
Matthew Hamilton Rosenberg
$7.81K
LWP
540
Lumature Wealth Partners
Georgia
$7.58K
TH
541
TCTC Holdings
Texas
$7.24K
RA
542
Rise Advisors
New York
$7.08K +$115 +1 +2%
LFG
543
Larson Financial Group
Missouri
$6.9K +$573 +5 +9%
ZIG
544
Zullo Investment Group
Pennsylvania
$5.86K
MLA
545
MB, Levis & Associates
Pennsylvania
$5.75K +$5.73K +50 New
ACA
546
Aptus Capital Advisors
Alabama
$5.51K -$244K -2,128 -98%
TFP
547
Tilia Fiduciary Partners
North Carolina
$5.17K
SCA
548
Stonebridge Capital Advisors
Minnesota
$4.71K -$116K -1,009 -96%
CPFP
549
Clear Perspectives Financial Planning
Ohio
$4.14K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$3.91K