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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
FFBTD
101
First Financial Bank - Trust Division
Ohio
$14.6M +$30.2K +258 +0.2%
MW
102
MBL Wealth
North Carolina
$14.4M +$1.13M +9,689 +8%
UCFA
103
United Capital Financial Advisors
Texas
$14.3M -$6.09M -52,001 -30%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$14.1M +$972K +8,301 +7%
CIAS
105
Capital Investment Advisory Services
North Carolina
$13.7M -$1.2M -10,248 -8%
CISOA
106
Capital Investment Services of America
Wisconsin
$13.6M +$306K +2,613 +2%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$13.4M +$2.92M +24,937 +27%
BCM
108
Boltwood Capital Management
California
$13.3M +$2.67M +22,773 +25%
VAS
109
Vestmark Advisory Solutions
Massachusetts
$12.8M +$910K +7,774 +8%
HTC
110
Haverford Trust Company
Pennsylvania
$12.7M -$7.94M -67,767 -38%
BEC
111
Blue Edge Capital
Virginia
$12.6M -$97.6K -833 -0.8%
MAM
112
Meeder Asset Management
Ohio
$12.4M -$3.71M -31,720 -23%
MML Investors Services
113
MML Investors Services
Massachusetts
$12.4M +$665K +5,677 +6%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$12.3M -$15.2M -130,019 -55%
Goldman Sachs
115
Goldman Sachs
New York
$12.1M -$21.1M -180,382 -63%
BDFN
116
Bond & Devick Financial Network
Minnesota
$12.1M +$436K +3,720 +4%
Franklin Resources
117
Franklin Resources
California
$11.6M +$9.62M +82,142 +446%
JIR
118
James Investment Research
Ohio
$11.3M -$176K -1,507 -2%
GC
119
Gould Capital
Washington
$11.2M -$263K -2,244 -2%
OAM
120
Oppenheimer Asset Management
New York
$11.2M -$150K -1,277 -1%
RCS
121
Retirement Capital Strategies
California
$11M +$11.1M +95,137 New
CIAS
122
CFS Investment Advisory Services
New Jersey
$10.5M +$574K +4,901 +6%
AIM
123
Acropolis Investment Management
Missouri
$10.3M +$537K +4,586 +5%
FPAS
124
Focus Partners Advisor Solutions
Missouri
$10.1M +$736K +6,282 +8%
RWM
125
RKL Wealth Management
Pennsylvania
$9.74M -$25.9K -221 -0.3%