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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
AI
126
Atria Investments
North Carolina
$8.09M -$272K -2,371 -3%
MW
127
MBL Wealth
North Carolina
$7.66M +$165K +1,437 +2%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.63M
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$7.37M +$118K +1,028 +2%
Bank of Nova Scotia
130
Bank of Nova Scotia
Ontario, Canada
$7.17M +$7.16M +62,480 New
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$7.07M +$4.36M +37,987 +161%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$6.94M +$179K +1,560 +3%
CWM
133
Curi Wealth Management
North Carolina
$6.86M -$2.78M -24,234 -29%
Parallax Volatility Advisers
134
Parallax Volatility Advisers
California
$6.83M +$6.81M +59,405 +5,940,500%
DC
135
Davenport & Co
Virginia
$6.81M -$246K -2,147 -3%
PFPT
136
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.73M -$3.02M -26,312 -31%
GWM
137
GDS Wealth Management
Texas
$6.71M +$541K +4,719 +9%
BBVA
138
Banco Bilbao Vizcaya Argentaria
Spain
$6.63M -$5.62M -49,042 -46%
AIM
139
Alhambra Investment Management
Florida
$6.52M -$10.8M -94,059 -62%
WT
140
Whittier Trust
California
$6.51M -$1.06M -9,277 -14%
WCWM
141
Wooster Corthell Wealth Management
Connecticut
$6.49M +$164K +1,426 +3%
DSAM
142
Dock Street Asset Management
Florida
$6.11M -$258K -2,254 -4%
FS
143
Ferguson Shapiro
Georgia
$5.69M -$2.71M -23,659 -32%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$5.66M +$4.76M +41,533 +540%
KWM
145
Kingsview Wealth Management
Oregon
$5.62M -$1.24M -10,818 -18%
MPW
146
MA Private Wealth
California
$5.57M -$2.92M -25,491 -34%
SIM
147
Studio Investment Management
Illinois
$5.46M +$3.26M +28,431 +149%
GDP
148
Great Diamond Partners
Maine
$5.2M -$407K -3,549 -7%
CFGS
149
Concourse Financial Group Securities
Alabama
$5.16M +$420K +3,665 +9%
TC
150
Telemus Capital
Michigan
$5.14M -$1.06M -9,233 -17%