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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
UFA
576
US Financial Advisors
Massachusetts
-$8.61M -75,379 Closed
NAG
577
Northstar Advisory Group
New Jersey
-$6.96M -60,929 Closed
FTUS
578
Flow Traders U.S.
New York
-$6.93M -60,688 Closed
HF
579
HRT Financial
New York
-$4.42M -38,699 Closed
APA
580
Astoria Portfolio Advisors
New York
-$3.77M -32,970 Closed
BFM
581
Boston Financial Management
Massachusetts
-$2.6M -22,754 Closed
PCIG
582
Partners Capital Investment Group
Massachusetts
-$2.59M -22,644 Closed
Citadel Advisors
583
Citadel Advisors
Florida
-$2.19M -19,126 Closed
CCMD
584
Cypress Capital Management (Delaware)
Delaware
-$1.99M -17,410 Closed
BPA
585
Beacon Pointe Advisors
California
-$1.65M -14,452 Closed
PNAA
586
Pictet North America Advisors
Switzerland
-$1,000K -8,750 Closed
JF
587
Jump Financial
Illinois
-$997K -8,728 Closed
TSS
588
Two Sigma Securities
New York
-$774K -6,770 Closed
TI
589
Tidal Investments
Wisconsin
-$763K -6,673 Closed
HFG
590
Heron Financial Group
New York
-$671K -5,868 Closed
LNWWM
591
Laird Norton Wetherby Wealth Management
California
-$630K -5,513 Closed
AC
592
Annandale Capital
Texas
-$625K -5,470 Closed
BHWM
593
Bar Harbor Wealth Management
New Hampshire
-$591K -5,173 Closed
SSWM
594
Smith Salley Wealth Management
North Carolina
-$568K -4,971 Closed
TRIA
595
Trail Ridge Investment Advisors
Colorado
-$567K -4,940 Closed
IAN
596
Integrated Advisors Network
Texas
-$490K -4,290 Closed
WIC
597
Whitegate Investment Counselors
New Hampshire
-$426K -3,728 Closed
CAG
598
Csenge Advisory Group
Florida
-$415K -3,630 Closed
Members Trust
599
Members Trust
Florida
-$377K -3,296 Closed
IC
600
IEQ Capital
California
-$373K -3,262 Closed