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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
AWM
101
Axxcess Wealth Management
California
$12.3M -$381K -3,322 -3%
OAM
102
Oppenheimer Asset Management
New York
$12M +$1.05M +9,175 +10%
CISOA
103
Capital Investment Services of America
Wisconsin
$11.9M +$1.88M +16,375 +19%
LP
104
LGL Partners
Pennsylvania
$11.8M +$72.6K +633 +0.6%
HWM
105
Heirloom Wealth Management
Colorado
$11.8M +$11.8M +102,555 New
SWP
106
Strategic Wealth Partners
Ohio
$11.6M +$4.06M +35,367 +54%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$11.6M -$683K -5,957 -6%
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$11.4M +$7.14M +62,257 +167%
GC
109
Gould Capital
Washington
$11.4M -$156K -1,364 -1%
BSB
110
Bangor Savings Bank
Maine
$11.1M -$3.77M -32,839 -25%
FPAS
111
Focus Partners Advisor Solutions
Missouri
$11M -$4.89M -42,653 -31%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$10.9M +$3.44M +30,032 +47%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$10.8M -$1.08M -9,411 -9%
BDFN
114
Bond & Devick Financial Network
Minnesota
$10.7M +$6.19M +53,955 +137%
HFS
115
Hantz Financial Services
Michigan
$10.5M +$2.93M +25,572 +39%
BCM
116
Boltwood Capital Management
California
$10.2M +$2.7M +23,563 +36%
AIM
117
Acropolis Investment Management
Missouri
$9.89M +$1.1M +9,636 +13%
JIR
118
James Investment Research
Ohio
$9.85M +$1.71M +14,905 +21%
MML Investors Services
119
MML Investors Services
Massachusetts
$9.8M +$4.29M +37,406 +78%
RWM
120
RKL Wealth Management
Pennsylvania
$9.57M -$29.2K -255 -0.3%
CWP
121
Cyndeo Wealth Partners
Florida
$9.15M +$9.13M +79,622 New
GM
122
GeoWealth Management
Illinois
$9.08M -$649K -5,656 -7%
CCA
123
Checchi Capital Advisers
California
$8.78M +$1.38M +12,037 +19%
AIG
124
American International Group
New York
$8.64M
SCM
125
SCS Capital Management
Massachusetts
$8.2M -$4.39M -38,282 -35%