We are live on ! Find out more
IEI icon

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
SCM
701
Stonehearth Capital Management
Massachusetts
-$267K -2,357 Closed
TA
702
TFG Advisers
Michigan
-$256K -2,259 Closed
CGA
703
Crescent Grove Advisors
Illinois
-$245K -2,168 Closed
FS
704
Ferguson Shapiro
Georgia
-$240K -2,120 Closed
BPCE
705
Bank Pictet & Cie (Europe)
Germany
-$233K -2,057 Closed
KCM
706
KM Capital Management
Texas
-$226K -1,994 Closed
CWM
707
Certus Wealth Management
California
-$224K -1,976 Closed
BA
708
Ballew Advisors
Mississippi
-$219K -1,950 Closed
TCM
709
Triumph Capital Management
Colorado
-$203K -1,792 Closed
SCA
710
Snowden Capital Advisors
New York
-$200K -1,770 Closed
OA
711
Operose Advisors
Wisconsin
-$186K -1,648 Closed
WWP
712
WR Wealth Planners
Missouri
-$102K -905 Closed
HL
713
HeadInvest LLC
Maine
-$101K -899 Closed
BWS
714
Buck Wealth Strategies
Colorado
-$53.3K -471 Closed
FWP
715
FAS Wealth Partners
Kansas
-$36.1K -319 Closed
AWA
716
Authentikos Wealth Advisory
California
-$35.2K -311 Closed
RFA
717
Resurgent Financial Advisors
Georgia
-$31.7K -280 Closed
S
718
SignatureFD
Georgia
-$22.7K -201 Closed
RFA
719
Register Financial Advisors
Georgia
-$22.2K -196 Closed
OP
720
ORG Partners
Indiana
-$21.7K -192 Closed
VNA
721
Valley National Advisers
Pennsylvania
-$18K -157 Closed
RIA
722
Realta Investment Advisors
Delaware
-$17.9K -155 Closed
HWA
723
HHM Wealth Advisors
Tennessee
-$14.8K -131 Closed
FSWA
724
Financial Synergies Wealth Advisors
Texas
-$13.4K -118 Closed
BAAM
725
Baker Avenue Asset Management
California
-$4.53K -40 Closed