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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
Franklin Resources
101
Franklin Resources
California
$14.6M +$3.25M +28,437 +28%
UCFA
102
United Capital Financial Advisors
Texas
$14M -$47.3K -414 -0.3%
PCIG
103
Partners Capital Investment Group
Massachusetts
$13.5M -$1.41M -12,310 -9%
CISOA
104
Capital Investment Services of America
Wisconsin
$13.3M -$24.9K -218 -0.2%
CIAS
105
Capital Investment Advisory Services
North Carolina
$13.2M -$267K -2,338 -2%
HTC
106
Haverford Trust Company
Pennsylvania
$13M +$555K +4,851 +4%
BDFN
107
Bond & Devick Financial Network
Minnesota
$12.1M +$254K +2,222 +2%
GS
108
GTS Securities
New York
$12.1M +$3.34M +29,205 +38%
BEC
109
Blue Edge Capital
Virginia
$12M -$336K -2,942 -3%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M -$19.4M -169,443 -62%
CIAS
111
CFS Investment Advisory Services
New Jersey
$11.2M +$913K +7,984 +9%
OAM
112
Oppenheimer Asset Management
New York
$11.1M +$173K +1,516 +2%
Citigroup
113
Citigroup
New York
$11M +$9.8M +85,744 +754%
GC
114
Gould Capital
Washington
$10.9M -$58.1K -508 -0.5%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$10.6M -$97.7M -854,588 -90%
NA
116
NewEdge Advisors
Louisiana
$10.4M +$3.49M +30,542 +50%
WCM
117
Wealthcare Capital Management
Virginia
$10.2M +$1.27M +11,086 +14%
RWM
118
RKL Wealth Management
Pennsylvania
$10.1M +$558K +4,882 +6%
KWM
119
Kingsview Wealth Management
Oregon
$10M +$3.37M +29,430 +50%
GEM
120
Global Endowment Management
North Carolina
$9.86M +$6.68M +58,460 +204%
First Trust Advisors
121
First Trust Advisors
Illinois
$9.77M +$2.11M +18,471 +27%
PWM
122
Perigon Wealth Management
California
$9.55M +$411K +3,592 +4%
JIR
123
James Investment Research
Ohio
$9.51M -$1.6M -13,949 -14%
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$9.35M +$9.45M +82,660 New
FPAS
125
Focus Partners Advisor Solutions
Missouri
$9.34M -$587K -5,135 -6%