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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
TF
551
Tompkins Financial
New York
$18.1K
SIC
552
Salem Investment Counselors
North Carolina
$18K +$18.3K +156 New
RIA
553
Realta Investment Advisors
Delaware
$17.9K +$18.2K +155 New
NCM
554
Northwest Capital Management
Oregon
$17.6K +$17.9K +153 New
TAM
555
Townsend Asset Management
North Carolina
$17.3K
CA
556
Crewe Advisors
Utah
$16.5K +$1.41K +12 +9%
AAP
557
Arax Advisory Partners
Colorado
$16K
SWA
558
Sutton Wealth Advisors
Florida
$15.4K +$15.7K +134 New
GFL
559
Granite FO LLC
New Hampshire
$15.3K
HWA
560
HHM Wealth Advisors
Tennessee
$15.1K
FFA
561
Founders Financial Alliance
North Carolina
$15.1K +$15.3K +131 New
CSWM
562
Cassady Schiller Wealth Management
Ohio
$14.3K +$14.5K +124 New
FSWA
563
Financial Synergies Wealth Advisors
Texas
$13.6K +$13.8K +118 New
HBW
564
Hazlett, Burt & Watson
West Virginia
$13K
TFGT
565
TS Financial Group (TSFG)
Illinois
$13K
CMA
566
Cedar Mountain Advisors
Oregon
$12.8K
LFA
567
LGT Financial Advisors
Texas
$12.4K +$12.6K +108 New
JHCP
568
Jackson Hole Capital Partners
Oklahoma
$11.8K
FBC
569
Fairfield, Bush & Co
Connecticut
$11.5K +$11.7K +100 New
RG
570
Retirement Group
California
$11K +$117 +1 +1%
BONH
571
Bank of New Hampshire
New Hampshire
$10.3K -$468 -4 -4%
SF
572
Safeguard Financial
Wisconsin
$10K +$11.1K +95 New
SS
573
Sunbelt Securities
Texas
$8.82K +$117 +1 +1%
MHR
574
Matthew Hamilton Rosenberg
$7.84K
IGWM
575
ICA Group Wealth Management
Colorado
$7.39K +$5.27K +45 +237%