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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
GI
551
Gradient Investments
Minnesota
$3.68K +$3.67K +32 New
IF
552
Integrity Financial
Wyoming
$3.56K
BCMLT
553
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.22K -$688 -6 -18%
MAWCM
554
Mine & Arao Wealth Creation & Management
California
$2.99K
AIC
555
Archer Investment Corporation
Indiana
$2.87K
AC
556
AlphaCore Capital
California
$2.87K +$2.87K +25 New
AF
557
Advisornet Financial
Minnesota
$2.76K +$2.75K +24 New
DCM
558
Davidson Capital Management
Texas
$2.76K +$2.75K +24 New
HCP
559
Hexagon Capital Partners
Arkansas
$2.53K -$22.5K -196 -90%
CSPAM
560
Cary Street Partners Asset Management
Virginia
$2.53K +$2.52K +22 New
SWA
561
SOA Wealth Advisors
New York
$2.07K
FMP
562
Financial Management Professionals
Texas
$2K
WB
563
Webster Bank
Connecticut
$2K
NC
564
NewSquare Capital
Pennsylvania
$1.84K
EE
565
EWG Elevate
California
$1.03K +$1.03K +9 New
RFS
566
Retirement Financial Solutions
Tennessee
$1.03K +$1.03K +9 New
IBOK
567
Independence Bank of Kentucky
Kentucky
$1K +$344 +3 New
PA
568
PSI Advisors
Florida
$804
KFI
569
Key Financial Inc
Pennsylvania
$343
GFPC
570
Global Financial Private Client
Florida
$230
HWMA
571
Heritage Wealth Management (Arizona)
Arizona
$230 +$115 +1 +100%
VFA
572
Values First Advisors
Tennessee
$154 -$1.14M -9,927 -100%
TWC
573
TD Waterhouse Canada
Ontario, Canada
$115
CIAS
574
CFS Investment Advisory Services
New Jersey
-$620K -211,189 Closed
NAM
575
NorthCrest Asset Manangement
Minnesota
-$14.3M -124,764 Closed