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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
TH
576
TCTC Holdings
Texas
$7.26K
GEA
577
Glen Eagle Advisors
New Jersey
$7.2K +$117 +1 +2%
RA
578
Rise Advisors
New York
$7.17K
LFG
579
Larson Financial Group
Missouri
$6.92K
MLA
580
MB, Levis & Associates
Pennsylvania
$6.92K +$1.17K +10 +20%
AIA
581
Armor Investment Advisors
North Carolina
$6.22K -$6.32K -54 -50%
CAL
582
Capital Analysts LLC
Pennsylvania
$6K -$2.11K -18 -27%
BWL
583
Bogart Wealth LLC
Virginia
$5.19K -$61.3K -523 -92%
TFP
584
Tilia Fiduciary Partners
North Carolina
$5.19K
WP
585
WealthPLAN Partners
Nebraska
$4.96K -$32.6K -278 -87%
FMII
586
Farmers & Merchants Investments Inc
Nebraska
$4.96K +$1.05K +9 +26%
TAM
587
Tucker Asset Management
Colorado
$4.84K -$1.99K -17 -29%
EWP
588
Elevation Wealth Partners
California
$4.26K +$4.33K +37 New
First Manhattan
589
First Manhattan
New York
$4.15K
MAWCM
590
Mine & Arao Wealth Creation & Management
California
$3K
AC
591
AlphaCore Capital
California
$2.88K
AIC
592
Archer Investment Corporation
Indiana
$2.88K
AF
593
Advisornet Financial
Minnesota
$2.65K +$2.69K +23 New
HCP
594
Hexagon Capital Partners
Arkansas
$2.54K
IF
595
Integrity Financial
Wyoming
$2.42K -$1.17K -10 -32%
GI
596
Gradient Investments
Minnesota
$2.42K +$1.52K +13 +163%
BAAM
597
Baker Avenue Asset Management
California
$2.31K
SWA
598
SOA Wealth Advisors
New York
$2.08K
VWM
599
Venturi Wealth Management
Texas
$1.99K
PA
600
PSI Advisors
Florida
$807