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iShares 3-7 Year Treasury Bond ETF

572 hedge funds and large institutions have $10.6B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 173 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

6% more funds holding

Funds holding: 540572 (+32)

1.33% more ownership

Funds ownership: 86.5%87.83% (+1.3%)

4% more capital invested

Capital invested by funds: $10.1B → $10.6B (+$441M)

11% less funds holding in top 10

Funds holding in top 10: 5650 (-6)

13% less call options, than puts

Call options by funds: $243M | Put options by funds: $281M

20% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 215

Holders
572
Holders Change
+32
Holders Change %
+5.93%
% of All Funds
9.19%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.8%
New
100
Increased
173
Reduced
215
Closed
59
Calls
$243M
Puts
$281M
Net Calls
-$37.5M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$31.9M +$7.13M +62,206 +29%
MAM
52
Madison Asset Management
Wisconsin
$30.3M +$2.38M +20,751 +9%
CW
53
Connectus Wealth
Ohio
$29.4M +$2.38M +20,747 +9%
ECM
54
Evergreen Capital Management
Washington
$28.6M +$444K +3,870 +2%
PG
55
Proffitt & Goodson
Tennessee
$27.4M -$3.07M -26,738 -10%
TC
56
Trilogy Capital
California
$25.7M +$37.7K +329 +0.1%
NYLIM
57
New York Life Investment Management
New York
$25M -$5.98M -52,122 -19%
UCFA
58
United Capital Financial Advisors
Texas
$24M -$179K -1,558 -0.7%
CAN
59
Cetera Advisor Networks
California
$23.6M +$21.5M +187,677 +1,044%
ODIJL
60
One Day In July LLC
Vermont
$23.2M +$88.1K +768 +0.4%
PAMS
61
Pictet Asset Management (Switzerland)
Switzerland
$20.8M -$5.13M -44,745 -20%
KFAA
62
Klaas Financial Asset Advisors
Illinois
$20.7M +$4.45M +38,840 +28%
Allianz Asset Management
63
Allianz Asset Management
Germany
$20.5M +$6.72M +58,600 +49%
Goldman Sachs
64
Goldman Sachs
New York
$20.2M +$19.8M +172,550 +5,135%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$19.8M +$11.9M +103,701 +151%
HTC
66
Haverford Trust Company
Pennsylvania
$19.8M +$422K +3,676 +2%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$19.7M +$12.1M +105,263 +160%
DF
68
Donoghue Forlines
Massachusetts
$19.1M -$1.54M -13,463 -7%
RBCM
69
Raub Brock Capital Management
California
$19M +$19M +165,705 New
AWS
70
Atria Wealth Solutions
New York
$18.8M +$1.53M +13,362 +9%
MG
71
Mather Group
Illinois
$18.4M -$5.94M -51,820 -24%
PA
72
Parkside Advisors
California
$18M -$2.37M -20,709 -12%
JHCM
73
Juniper Hill Capital Management
California
$17.6M
HPA
74
High Probability Advisors
New York
$17.5M -$334K -2,914 -2%
HCM
75
Highview Capital Management
Illinois
$17.4M +$17.4M +151,810 New