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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
MAWCM
576
Mine & Arao Wealth Creation & Management
California
$2.94K
AF
577
Advisornet Financial
Minnesota
$2.6K
HCP
578
Hexagon Capital Partners
Arkansas
$2.49K
GI
579
Gradient Investments
Minnesota
$2.38K
IF
580
Integrity Financial
Wyoming
$2.38K
SWA
581
SOA Wealth Advisors
New York
$2.04K
VWM
582
Venturi Wealth Management
Texas
$1.95K
HGERS
583
Householder Group Estate & Retirement Specialist
Arizona
$1.7K +$1.72K +15 New
CA
584
Crewe Advisors
Utah
$1.36K -$15K -131 -92%
HI
585
Horizon Investments
North Carolina
$1.24K -$27.6M -241,162 -100%
MFT
586
Moisand Fitzgerald Tamayo
Florida
$1.02K +$1.03K +9 New
PA
587
PSI Advisors
Florida
$792
WP
588
WealthShield Partners
North Carolina
$679
BCMLT
589
Beacon Capital Management LLC (Tennessee)
Tennessee
$576
IBOK
590
Independence Bank of Kentucky
Kentucky
$339
KFI
591
Key Financial Inc
Pennsylvania
$339
GFPC
592
Global Financial Private Client
Florida
$225
VFA
593
Values First Advisors
Tennessee
$151
TWC
594
TD Waterhouse Canada
Ontario, Canada
$112
RA
595
Rise Advisors
New York
$62 -$6.97K -61 -98%
VAS
596
Vestmark Advisory Solutions
Massachusetts
-$12.8M -111,390 Closed
RCS
597
Retirement Capital Strategies
California
-$11M -95,137 Closed
PCA
598
Pallas Capital Advisors
Massachusetts
-$9.72M -83,937 Closed
FTUS
599
Flow Traders U.S.
New York
-$9.03M -78,346 Closed
CFA
600
Camarda Financial Advisors
Florida
-$7.04M -61,083 Closed