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iShares 3-7 Year Treasury Bond ETF

593 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 239 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $10.7B → $11.6B (+$902M)

2.69% more ownership

Funds ownership: 83.52%86.21% (+2.7%)

8% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 66

8% less call options, than puts

Call options by funds: $359M | Put options by funds: $388M

2% less funds holding

Funds holding: 608593 (-15)

15% less funds holding in top 10

Funds holding in top 10: 5345 (-8)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 239

Holders
593
Holders Change
-15
Holders Change %
-2.47%
% of All Funds
9.41%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.71%
New
61
Increased
200
Reduced
239
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
551
Hazlett, Burt & Watson
West Virginia
$13K
TFGT
552
TS Financial Group (TSFG)
Illinois
$13K
CMA
553
Cedar Mountain Advisors
Oregon
$12.5K -$114 -1 -0.9%
AC
554
AlphaCore Capital
California
$12.4K +$9.72K +85 +340%
JHCP
555
Jackson Hole Capital Partners
Oklahoma
$11.5K
LFG
556
Larson Financial Group
Missouri
$11.4K +$4.69K +41 +68%
RG
557
Retirement Group
California
$10.9K
FM
558
Family Management
New York
$10.5K +$10.6K +93 New
BONH
559
Bank of New Hampshire
New Hampshire
$10.1K
CT
560
Caldwell Trust
Florida
$9.96K -$852K -7,452 -99%
TRCT
561
Tower Research Capital (TRC)
New York
$9.28K -$276K -2,412 -97%
SS
562
Sunbelt Securities
Texas
$8.71K
MHR
563
Matthew Hamilton Rosenberg
$7.7K
CAL
564
Capital Analysts LLC
Pennsylvania
$7K +$1.14K +10 +21%
WB
565
Webster Bank
Connecticut
$6.79K +$6.86K +60 New
TCOV
566
Trust Company of Vermont
Vermont
$6.45K +$6.52K +57 New
AIA
567
Armor Investment Advisors
North Carolina
$6.11K
MLA
568
MB, Levis & Associates
Pennsylvania
$5.66K -$1.14K -10 -17%
BWL
569
Bogart Wealth LLC
Virginia
$5.09K
BAAM
570
Baker Avenue Asset Management
California
$4.53K +$2.29K +20 +100%
First Manhattan
571
First Manhattan
New York
$4.07K
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$3.85K -$1.03K -9 -21%
AIC
573
Archer Investment Corporation
Indiana
$3.8K +$1.03K +9 +36%
GA
574
GoalVest Advisory
New York
$3.4K +$3.43K +30 New
HWP
575
Hibernia Wealth Partners
Louisiana
$3.17K +$3.2K +28 New