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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
FCAG
526
First Capital Advisors Group
New Jersey
$44.2K
PO
527
Private Ocean
California
$43.7K
AA
528
Ancora Advisors
Ohio
$43.2K +$36K +307 +451%
BA
529
Ballast Advisors
Minnesota
$43K
DI
530
Disciplined Investments
Oklahoma
$42.9K
MIFH
531
Migdal Insurance & Financial Holdings
Israel
$42K
S
532
SignatureFD
Georgia
$39.8K -$70K -598 -63%
CWM
533
Cranbrook Wealth Management
Michigan
$39.3K
FAM
534
Family Asset Management
South Carolina
$38.8K +$39.5K +337 New
EWM
535
EPG Wealth Management
Georgia
$38.4K -$35.4K -302 -48%
TCPG
536
Trivant Custom Portfolio Group
California
$38.3K -$6.44K -55 -14%
CFD
537
Creative Financial Designs
Indiana
$36.9K +$37.5K +320 New
FWP
538
FAS Wealth Partners
Kansas
$36.8K +$37.4K +319 New
BWM
539
Baystate Wealth Management
Massachusetts
$35.1K +$23.5K +201 +195%
CT
540
Colonial Trust
South Carolina
$35K +$3.51K +30 +11%
PP
541
Pacifica Partners
Canada
$34.3K
TSWM
542
Tyler-Stone Wealth Management
Ohio
$29K +$29.5K +252 New
HIA
543
Harbor Investment Advisory
Maryland
$27.1K
CHA
544
Carmichael Hill & Associates
Maryland
$25.1K
BCA
545
Bray Capital Advisors
Florida
$23.1K
RFA
546
Register Financial Advisors
Georgia
$22.4K +$117 +1 +0.5%
GGI
547
Godsey & Gibb Inc
Virginia
$21.9K +$22.3K +190 New
MTIC
548
Missouri Trust & Investment Company
Missouri
$19.6K +$18.6K +159 New
BBHC
549
Brown Brothers Harriman & Co
New York
$19.1K +$10.7K +91 +121%
CP
550
Castleview Partners
Texas
$19K -$2.11K -18 -10%