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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
Marshall Wace
76
Marshall Wace
United Kingdom
$17M +$17M +148,300 New
OPS
77
Orion Portfolio Solutions
Nebraska
$16.8M -$729K -6,362 -4%
OAJ
78
Ogorek Anthony Joseph
New York
$16.8M -$1.06M -9,249 -6%
WCM
79
Wealthcare Capital Management
Virginia
$16M -$14M -121,863 -47%
HVIA
80
Hudson Valley Investment Advisors
New York
$16M -$859K -7,488 -5%
BS
81
Banco Santander
Spain
$15.7M +$8.99M +78,382 +135%
TPCW
82
TD Private Client Wealth
New York
$15.1M -$1.23M -10,696 -8%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$15.1M -$31.6M -275,401 -68%
CIAS
84
Capital Investment Advisory Services
North Carolina
$14.9M +$1.99M +17,329 +15%
EFM
85
Eley Financial Management
Vermont
$14.8M +$14.8M +129,042 New
IC
86
Innealta Capital
Texas
$14.4M +$14.4M +125,390 New
HSBC Holdings
87
HSBC Holdings
United Kingdom
$14.4M -$11.1K -97 -0.1%
Millennium Management
88
Millennium Management
New York
$14.3M -$719K -6,269 -5%
FFBTD
89
First Financial Bank - Trust Division
Ohio
$14.2M +$880K +7,676 +7%
US Bancorp
90
US Bancorp
Minnesota
$13.8M +$1.7M +14,811 +14%
WJA
91
Willis Johnson & Associates
Texas
$13.8M +$24.2K +211 +0.2%
BB
92
Berkshire Bank
Massachusetts
$13.7M -$1.82M -15,864 -12%
FWM
93
FFT Wealth Management
Pennsylvania
$13.6M -$184K -1,604 -1%
KAS
94
Kestra Advisory Services
Texas
$13.6M +$4.87M +42,464 +56%
RCM
95
Rain Capital Management
Oregon
$13.1M +$13.1M +114,237 New
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$13M -$1.47M -12,863 -10%
PI
97
PFS Investments
Georgia
$13M +$1.55M +13,532 +14%
PCA
98
Personal Capital Advisors
California
$12.9M -$635M -5,537,084 -98%
KP
99
Keel Point
Alabama
$12.7M -$2.83M -24,693 -18%
BEC
100
Blue Edge Capital
Virginia
$12.3M +$751K +6,548 +7%