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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
SB
626
Simmons Bank
Arkansas
-$308K -2,676 Closed
VWA
627
V Wealth Advisors
Kansas
-$308K -2,671 Closed
WC
628
Waterloo Capital
Texas
-$299K -2,596 Closed
ZF
629
Zhang Financial
Michigan
-$290K -2,533 Closed
WI
630
Wintrust Investments
Illinois
-$283K -2,454 Closed
IW
631
Imprint Wealth
South Carolina
-$272K -2,372 Closed
EAM
632
Evanson Asset Management
California
-$261K -2,268 Closed
Fisher Asset Management
633
Fisher Asset Management
Washington
-$258K -2,235 Closed
CWP
634
Core Wealth Partners
California
-$244K -2,119 Closed
LT
635
Legacy Trust
Michigan
-$241K -2,090 Closed
DADC
636
D.A. Davidson & Co
Montana
-$227K -1,970 Closed
SWP
637
Semus Wealth Partners
Florida
-$213K -1,850 Closed
WGCA
638
Wolf Group Capital Advisors
Virginia
-$216K -1,848 Closed
BWM
639
Birchcreek Wealth Management
Ohio
-$210K -1,818 Closed
SF
640
Summit Financial
New Jersey
-$203K -1,765 Closed
EWM
641
Evercore Wealth Management
New York
-$203K -1,760 Closed
LAM
642
LifePro Asset Management
California
-$202K -1,751 Closed
CA
643
Clearstead Advisors
Ohio
-$144K -1,250 Closed
CWM
644
Consultiva Wealth Management
Puerto Rico
-$125K -1,088 Closed
RI
645
Ridgewood Investments
New Jersey
-$98K -850 Closed
CFO
646
CVA Family Office
Colorado
-$89.1K -773 Closed
BA
647
Ballast Advisors
Minnesota
-$43K -373 Closed
DI
648
Disciplined Investments
Oklahoma
-$42.9K -372 Closed
BBHC
649
Brown Brothers Harriman & Co
New York
-$19.1K -166 Closed
MTIC
650
Missouri Trust & Investment Company
Missouri
-$19.6K -159 Closed