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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
CWM
76
Curi Wealth Management
North Carolina
$21.8M +$1.98M +16,869 +10%
KFAA
77
Klaas Financial Asset Advisors
Illinois
$21.7M +$350K +2,988 +2%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$21.7M -$126K -1,079 -0.6%
BB
79
Berkshire Bank
Massachusetts
$21.3M +$7.35M +62,744 +51%
PWP
80
Principle Wealth Partners
Connecticut
$21M +$213K +1,822 +1%
HFS
81
Hantz Financial Services
Michigan
$20.2M +$7.74M +66,118 +60%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$20.2M +$953K +8,136 +5%
HCM
83
Highview Capital Management
Illinois
$19.6M +$1.59M +13,603 +9%
US Bancorp
84
US Bancorp
Minnesota
$19.4M +$1.78M +15,182 +10%
RBCM
85
Raub Brock Capital Management
California
$19.1M -$25.2K -215 -0.1%
WJA
86
Willis Johnson & Associates
Texas
$18.2M +$3.85M +32,913 +26%
JHCM
87
Juniper Hill Capital Management
California
$17.7M
KP
88
Keel Point
Alabama
$17.6M +$2.95M +25,170 +20%
IG
89
ING Group
Netherlands
$17.5M +$17.8M +151,800 New
DI
90
DDFG Inc
California
$16.8M +$510K +4,357 +3%
HWM
91
Heirloom Wealth Management
Colorado
$16.7M +$95.7K +817 +0.6%
PFPT
92
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.3M +$5.4M +46,070 +48%
AWS
93
Atria Wealth Solutions
New York
$16M +$1.73M +14,773 +12%
EFM
94
Eley Financial Management
Vermont
$15.8M +$895K +7,642 +6%
HVIA
95
Hudson Valley Investment Advisors
New York
$15.7M -$128K -1,095 -0.8%
SWP
96
Strategic Wealth Partners
Ohio
$15.4M +$831K +7,099 +6%
PCIG
97
Partners Capital Investment Group
Massachusetts
$15.1M +$7.53M +64,312 +96%
CFG
98
Citizens Financial Group
Rhode Island
$15M +$2.75M +23,440 +22%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$14.9M +$3.29M +28,124 +28%
NAM
100
NorthCrest Asset Manangement
Minnesota
$14.7M +$132K +1,124 +0.9%