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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
WP
601
WealthShield Partners
North Carolina
$692
BCMLT
602
Beacon Capital Management LLC (Tennessee)
Tennessee
$576 -$2.81K -24 -83%
FGAM
603
Financial Gravity Asset Management
Texas
$568 +$14.2K +121 +3%
IBOK
604
Independence Bank of Kentucky
Kentucky
$346
KFI
605
Key Financial Inc
Pennsylvania
$346
GFPC
606
Global Financial Private Client
Florida
$229
VFA
607
Values First Advisors
Tennessee
$154
TWC
608
TD Waterhouse Canada
Ontario, Canada
$115
BAM
609
BTS Asset Management
Massachusetts
-$94.8M -806,289 Closed
NYLIM
610
New York Life Investment Management
New York
-$30.6M -259,700 Closed
FM
611
Family Management
New York
-$18.4M -156,034 Closed
Parallax Volatility Advisers
612
Parallax Volatility Advisers
California
-$8.14M -69,500 Closed
GWM
613
GDS Wealth Management
Texas
-$7.47M -63,528 Closed
Schroder Investment Management Group
614
Schroder Investment Management Group
United Kingdom
-$5.5M -46,757 Closed
CHAM
615
Clear Harbor Asset Management
Connecticut
-$3.87M -32,903 Closed
HT
616
HAP Trading
New York
-$3.81M -32,571 Closed
LBIM
617
Land & Buildings Investment Management
Connecticut
-$3.8M -32,300 Closed
FA
618
FDx Advisors
Illinois
-$3.03M -26,347 Closed
CCMG
619
Clark Capital Management Group
Pennsylvania
-$2.21M -18,751 Closed
TA
620
Tiedemann Advisors
New York
-$1.83M -15,546 Closed
HKIMG
621
Hutchens & Kramer Investment Management Group
Indiana
-$1.54M -13,128 Closed
HF
622
HRT Financial
New York
-$1.38M -11,759 Closed
AI
623
AXS Investments
New York
-$1.29M -11,000 Closed
RWRC
624
R.W. Roge & Company
New York
-$960K -8,164 Closed
SIA
625
Strategic Investment Advisors
Michigan
-$868K -7,381 Closed