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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 209 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 66

65% more call options, than puts

Call options by funds: $85M | Put options by funds: $51.5M

12% more funds holding

Funds holding: 594664 (+70)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

4.06% less ownership

Funds ownership: 86.21%82.15% (-4.1%)

7% less capital invested

Capital invested by funds: $11.6B → $10.7B (-$859M)

11% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 236

Holders
664
Holders Change
+70
Holders Change %
+11.78%
% of All Funds
9.68%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
209
Reduced
236
Closed
66
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
601
Carmichael Hill & Associates
Maryland
$25.5K
BCA
602
Bray Capital Advisors
Florida
$23.4K
CFB
603
Cullen/Frost Bankers
Texas
$23.2K -$323K -2,828 -93%
T
604
Tidemark
California
$22.5K +$21.9K +192 New
GGI
605
Godsey & Gibb Inc
Virginia
$22.3K
CJ
606
Caitlin John
Michigan
$21K +$20.4K +179 New
CP
607
Castleview Partners
Texas
$19.6K +$228 +2 +1%
TSWM
608
Tyler-Stone Wealth Management
Ohio
$19.6K -$9.7K -85 -34%
ACA
609
Aptus Capital Advisors
Alabama
$19.6K +$19.1K +167 New
TF
610
Tompkins Financial
New York
$18.4K
SIC
611
Salem Investment Counselors
North Carolina
$18.3K
AC
612
AlphaCore Capital
California
$18.2K +$5.13K +45 +41%
IPW
613
Impact Partnership Wealth
Georgia
$17.9K +$2.97K +26 +20%
TAM
614
Townsend Asset Management
North Carolina
$17.6K
KHC
615
Koesten Hirschmann & Crabtree
Kansas
$16.9K +$16.4K +144 New
CMP
616
Coston McIsaac & Partners
Maine
$16K +$15.7K +138 New
GFL
617
Granite FO LLC
New Hampshire
$15.6K
PFBT
618
Parkside Financial Bank & Trust
Missouri
$15K +$14.6K +128 New
TFG
619
Team Financial Group
California
$14.5K +$114 +1 +0.8%
GWANC
620
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.9K +$13.6K +119 New
HBW
621
Hazlett, Burt & Watson
West Virginia
$13K
PA
622
Pineridge Advisors
Missouri
$12.8K +$12.6K +110 New
RP
623
Rice Partnership
Hawaii
$12.7K -$132K -1,158 -91%
HDIM
624
Hanson & Doremus Investment Management
Vermont
$12K +$11.3K +99 New
TCPG
625
Trivant Custom Portfolio Group
California
$11.9K -$22.9K -201 -66%