We are live on ! Find out more
IEI icon

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
CFB
601
Cullen/Frost Bankers
Texas
-$331K -2,900 Closed
RA
602
RFG Advisory
Alabama
-$327K -2,898 Closed
SPAS
603
Spectrum Planning & Advisory Services
California
-$322K -2,816 Closed
MA
604
MUFG Americas
New York
-$305K -2,669 Closed
FCA
605
FLC Capital Advisors
California
-$296K -2,586 Closed
OFG
606
OmniStar Financial Group
North Carolina
-$239K -2,098 Closed
CAC
607
Certified Advisory Corp
Florida
-$232K -2,033 Closed
HIC
608
Hartline Investment Corp
Illinois
-$230K -2,010 Closed
TW
609
Transform Wealth
Colorado
-$219K -1,919 Closed
PIA
610
Pinion Investment Advisors
Kansas
-$219K -1,915 Closed
BCI
611
Brinker Capital Investments
Pennsylvania
-$213K -1,864 Closed
FNT
612
First National Trust
Pennsylvania
-$209K -1,833 Closed
CAM
613
Cresset Asset Management
Illinois
-$204K -1,789 Closed
TAIM
614
TD Ameritrade Investment Management
Nebraska
-$184K -1,611 Closed
CA
615
Crewe Advisors
Utah
-$175K -1,533 Closed
SAS
616
Stelac Advisory Services
New York
-$126K -1,106 Closed
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
-$100K -872 Closed
SAM
618
S.A. Mason
Michigan
-$80K -700 Closed
LDFR
619
Lehman & Derafelo Financial Resources
Pennsylvania
-$47K -410 Closed
SBL
620
Sargent Bickham Lagudis
Colorado
-$18K -159 Closed
SIS
621
Sound Income Strategies
Florida
-$17K -147 Closed
TIM
622
Tevis Investment Management
Texas
-$16K -140 Closed
GGI
623
Godsey & Gibb Inc
Virginia
-$11K -95 Closed
BA
624
Bellwether Advisors
Nebraska
-$9.52K -83 Closed
SC
625
SouthState Corp
Florida
-$8K -68 Closed