We are live on ! Find out more
IEI icon

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
HighTower Advisors
51
HighTower Advisors
Illinois
$34.1M -$3.23M -28,282 -9%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$34M -$1.17M -10,228 -3%
PWAG
53
Polaris Wealth Advisory Group
California
$31.7M -$592K -5,176 -2%
BCI
54
Brinker Capital Investments
Pennsylvania
$29.9M -$2.79M -24,374 -8%
OPS
55
Orion Portfolio Solutions
Nebraska
$29.9M -$2.79M -24,374 -8%
MAM
56
Madison Asset Management
Wisconsin
$29.7M -$153K -1,337 -0.5%
Allianz Asset Management
57
Allianz Asset Management
Germany
$29.2M -$1.14M -10,000 -4%
CF
58
Clarity Financial
Texas
$28.2M +$153K +1,339 +0.5%
TC
59
Trilogy Capital
California
$26.7M +$2.65M +23,190 +11%
SPIA
60
Strategic Point Investment Advisors
Rhode Island
$26.2M +$654K +5,719 +3%
AF
61
Allworth Financial
California
$25.9M -$6.57M -57,489 -20%
PA
62
Parkside Advisors
California
$25M -$569K -4,972 -2%
HPA
63
High Probability Advisors
New York
$24.6M +$843K +7,372 +4%
Corient Private Wealth
64
Corient Private Wealth
Florida
$24.5M +$22.2M +194,455 +896%
TPCW
65
TD Private Client Wealth
New York
$23.9M +$730K +6,386 +3%
ODIJL
66
One Day In July LLC
Vermont
$23.9M +$83.1K +727 +0.3%
AAG
67
Armstrong Advisory Group
Massachusetts
$23.5M +$23.8M +207,862 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$23.5M +$2.29M +20,008 +11%
DI
69
DDFG Inc
California
$23.5M +$7.03M +61,458 +42%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$23.4M -$8.37M -73,182 -26%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$22.1M +$2.3M +20,149 +12%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$21.8M -$2.6M -22,746 -11%
KFAA
73
Klaas Financial Asset Advisors
Illinois
$21.8M +$436K +3,817 +2%
HFS
74
Hantz Financial Services
Michigan
$21.8M +$1.93M +16,913 +10%
US Bancorp
75
US Bancorp
Minnesota
$21.5M +$2.48M +21,648 +13%