We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

608 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

40% more call options, than puts

Call options by funds: $332M | Put options by funds: $236M

11% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 205

4% more funds holding

Funds holding: 582608 (+26)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$315M)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

1.24% less ownership

Funds ownership: 84.76%83.52% (-1.2%)

Holders
608
Holders Change
+26
Holders Change %
+4.47%
% of All Funds
9.55%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
86
Increased
228
Reduced
205
Closed
58
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$38M +$56.7K +484 +0.1%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$35.8M +$22.2M +189,585 +156%
BCI
53
Brinker Capital Investments
Pennsylvania
$33.3M -$1.74M -14,859 -5%
OPS
54
Orion Portfolio Solutions
Nebraska
$33.3M -$1.74M -14,859 -5%
AF
55
Allworth Financial
California
$33M -$2.56M -21,891 -7%
PWAG
56
Polaris Wealth Advisory Group
California
$32.9M -$943K -8,056 -3%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$32.3M +$2.83M +24,187 +9%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.6M -$10.5M -89,969 -25%
CAN
59
Cetera Advisor Networks
California
$31.1M +$6.49M +55,433 +26%
Allianz Asset Management
60
Allianz Asset Management
Germany
$30.9M +$5.27M +45,000 +20%
MAM
61
Madison Asset Management
Wisconsin
$30.4M +$4.61M +39,370 +18%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$28.8M +$6.78M +57,883 +30%
PG
63
Proffitt & Goodson
Tennessee
$28.6M +$437K +3,730 +2%
CF
64
Clarity Financial
Texas
$28.6M +$29M +247,725 New
BS
65
Banco Santander
Spain
$28.3M +$10.4M +89,142 +57%
HI
66
Horizon Investments
North Carolina
$27.7M -$7.08M -60,412 -20%
PA
67
Parkside Advisors
California
$26.1M -$2.17M -18,552 -8%
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$26.1M +$26.5M +226,180 New
WSTAM
69
Wilbanks Smith & Thomas Asset Management
Virginia
$25.1M -$15.3M -130,663 -37%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$24.8M +$16.7M +142,888 +197%
TC
71
Trilogy Capital
California
$24.5M -$1.19M -10,148 -5%
ODIJL
72
One Day In July LLC
Vermont
$24.2M +$485K +4,142 +2%
HPA
73
High Probability Advisors
New York
$24.2M +$1.81M +15,435 +8%
TPCW
74
TD Private Client Wealth
New York
$23.6M +$3.86M +32,933 +19%
PI
75
PFS Investments
Georgia
$23.1M +$1.68M +14,373 +8%