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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 209 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 66

65% more call options, than puts

Call options by funds: $85M | Put options by funds: $51.5M

12% more funds holding

Funds holding: 594664 (+70)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

4.06% less ownership

Funds ownership: 86.21%82.15% (-4.1%)

7% less capital invested

Capital invested by funds: $11.6B → $10.7B (-$859M)

11% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 236

Holders
664
Holders Change
+70
Holders Change %
+11.78%
% of All Funds
9.68%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
209
Reduced
236
Closed
66
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
551
Heck Capital Advisors
Wisconsin
$98.6K -$9.93K -87 -9%
CFD
552
Creative Financial Designs
Indiana
$93.6K +$21.5K +188 +31%
RCM
553
Rain Capital Management
Oregon
$92.7K +$913 +8 +1%
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.1K
CW
555
Cooksen Wealth
Texas
$85.7K +$83.5K +732 New
CPA
556
Cardiff Park Advisors
California
$83.4K
ITIM
557
Indiana Trust & Investment Management
Indiana
$83.2K -$100K -880 -55%
TCOV
558
Trust Company of Vermont
Vermont
$82.8K +$74.2K +650 +1,140%
MA
559
MCF Advisors
Kentucky
$82.5K +$60.8K +533 +312%
FFA
560
Farther Finance Advisors
California
$79K -$7.42K -65 -9%
AAP
561
Arax Advisory Partners
Colorado
$76.6K +$58.8K +515 +371%
NCM
562
Northwest Capital Management
Oregon
$75.3K
SMFG
563
Sumitomo Mitsui Financial Group
Japan
$72.9K
PA
564
Parallel Advisors
California
$72.5K
CAS
565
Coppell Advisory Solutions
Texas
$70.5K +$20.7K +181 +43%
CMA
566
Cedar Mountain Advisors
Oregon
$68.8K +$54.4K +477 +434%
TFGT
567
TS Financial Group (TSFG)
Illinois
$66K +$51.5K +451 +399%
RFG
568
REAP Financial Group
Texas
$65.8K +$64.1K +562 New
PCTC
569
Perkins Coie Trust Company
Washington
$63.8K
CPG
570
Cornerstone Planning Group
New Jersey
$63.3K
AA
571
Ancora Advisors
Ohio
$61.5K +$17.1K +150 +40%
CG
572
Cutler Group
California
$58K +$57.1K +500 New
TH
573
TCTC Holdings
Texas
$57.6K
FCA
574
FinTrust Capital Advisors
South Carolina
$56.3K +$6.16K +54 +13%
BC
575
Barrett & Company
Rhode Island
$54.5K