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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
PCA
126
Pallas Capital Advisors
Massachusetts
$9.72M +$3.11M +26,522 +46%
GM
127
GeoWealth Management
Illinois
$9.48M +$3.49M +29,763 +57%
CCA
128
Checchi Capital Advisers
California
$9.42M -$159K -1,354 -2%
PWM
129
Perigon Wealth Management
California
$9.32M +$6.82M +58,222 +257%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$9.24M +$6.04M +51,588 +180%
BBVA
131
Banco Bilbao Vizcaya Argentaria
Spain
$9.22M -$3.7M -31,621 -28%
Citadel Advisors
132
Citadel Advisors
Florida
$9.15M -$40.6M -347,065 -81%
WCM
133
Wealthcare Capital Management
Virginia
$9.06M -$311K -2,659 -3%
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$9.03M +$2.49M +21,240 +37%
FTUS
135
Flow Traders U.S.
New York
$9.03M +$9.18M +78,346 New
GS
136
GTS Securities
New York
$8.96M +$9.1M +77,727 New
RCAG
137
Rehmann Capital Advisory Group
Michigan
$8.9M +$1.15M +9,846 +15%
AIG
138
American International Group
New York
$8.67M
LIM
139
Leavell Investment Management
Alabama
$8.15M +$2M +17,048 +32%
AI
140
Atria Investments
North Carolina
$8.08M -$1.78M -15,185 -18%
First Trust Advisors
141
First Trust Advisors
Illinois
$7.83M +$7.95M +67,905 New
DC
142
Davenport & Co
Virginia
$7.74M +$551K +4,708 +8%
MG
143
Mather Group
Illinois
$7.66M -$2.77M -23,628 -26%
RWA
144
Rainsberger Wealth Advisors
Colorado
$7.56M +$3.18M +27,119 +71%
BSB
145
Bangor Savings Bank
Maine
$7.47M -$1.22M -10,386 -14%
PCMC
146
Paragon Capital Management (Colorado)
Colorado
$7.19M +$7.31M +62,394 New
Prudential Financial
147
Prudential Financial
New Jersey
$7.14M +$3.46M +29,570 +91%
RI
148
Rinkey Investments
California
$7.1M +$3.31M +28,242 +85%
CFA
149
Camarda Financial Advisors
Florida
$7.04M +$4.31M +36,810 +152%
NA
150
NewEdge Advisors
Louisiana
$7.03M +$809K +6,906 +13%