We are live on ! Find out more
IEI icon

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
MWM
601
Merriman Wealth Management
Washington
-$6.37M -55,261 Closed
ASFA
602
All Season Financial Advisors
Colorado
-$6.3M -54,693 Closed
MLM
603
Mount Lucas Management
Pennsylvania
-$4.95M -42,958 Closed
Simplex Trading
604
Simplex Trading
Illinois
-$3.99M -34,602 Closed
TA
605
TFB Advisors
Kansas
-$2.58M -22,404 Closed
PAG
606
Private Advisory Group
Washington
-$1.84M -15,949 Closed
CA
607
Cumberland Advisors
Florida
-$1.71M -14,820 Closed
AT
608
American Trust
Kentucky
-$1.56M -13,556 Closed
AWA
609
Arete Wealth Advisors
Illinois
-$1.32M -11,496 Closed
SFS
610
Sowell Financial Services
Arkansas
-$1.27M -11,038 Closed
CFAM
611
Coury Firm Asset Management
Pennsylvania
-$1.25M -10,817 Closed
CGFA
612
Colton Groome Financial Advisors
North Carolina
-$1.21M -10,478 Closed
SI
613
Saxon Interests
Texas
-$1.13M -9,806 Closed
FSA
614
Financial Services Advisory
Maryland
-$1.1M -9,587 Closed
FFM
615
Fullerton Fund Management
Singapore
-$1.07M -9,301 Closed
TFA
616
Tranquilli Financial Advisor
New Jersey
-$884K -7,666 Closed
SJIC
617
St. James Investment Company
Texas
-$805K -6,980 Closed
AA
618
AlphaCentric Advisors
Puerto Rico
-$798K -6,920 Closed
BTI
619
Blue Trust Inc
Georgia
-$566K -4,812 Closed
PBT
620
Pictet Bank & Trust
Bahamas
-$519K -4,500 Closed
FFS
621
Founders Financial Securities
Maryland
-$422K -3,658 Closed
SYBT
622
Stock Yards Bank & Trust
Kentucky
-$409K -3,546 Closed
GIM
623
Goelzer Investment Management
Indiana
-$350K -3,040 Closed
SPW
624
Surience Private Wealth
Washington
-$346K -3,002 Closed
IIM
625
InTrack Investment Management
Vermont
-$313K -2,712 Closed