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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
MA
151
MBA Advisors
Pennsylvania
$5.12M -$129K -1,128 -2%
BA
152
Bridge Advisory
California
$5.08M -$436K -3,799 -8%
KF
153
Krilogy Financial
Missouri
$5.05M -$714K -6,231 -12%
JW
154
Jenkins Wealth
Colorado
$4.66M +$4.65M +40,564 New
RBA
155
Richard Bernstein Advisors
New York
$4.62M -$97.5K -850 -2%
Prudential Financial
156
Prudential Financial
New Jersey
$4.61M +$1.12M +9,770 +32%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$4.37M -$574K -5,006 -12%
LAS
158
Lloyd Advisory Services
Georgia
$4.36M +$90.2K +787 +2%
CC
159
Carrhae Capital
United Kingdom
$4.35M +$4.34M +37,879 New
CMF
160
Counterpoint Mutual Funds
California
$4.35M -$2.99M -26,037 -41%
RWA
161
Rainsberger Wealth Advisors
Colorado
$4.31M +$4.3M +37,481 New
PAG
162
Private Advisor Group
New Jersey
$4.22M +$1.95M +17,015 +57%
PA
163
Pinnacle Associates
New York
$4.22M -$97.6K -851 -2%
RIS
164
Retirement Income Solutions
Michigan
$4.17M +$3.83M +33,381 +1,146%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$4.16M +$12.3K +107 +0.3%
CS
166
Comerica Securities
Michigan
$4.1M -$169K -1,478 -4%
CS
167
Credit Suisse
Switzerland
$4.1M +$3.85M +33,562 +1,600%
9WM
168
9258 Wealth Management
Ohio
$4.07M +$424K +3,700 +12%
NA
169
NewEdge Advisors
Louisiana
$3.95M -$2.32M -20,203 -35%
SF
170
Synovus Financial
Georgia
$3.92M -$38.1M -332,089 -91%
IMC Chicago
171
IMC Chicago
Illinois
$3.9M +$3.89M +33,951 New
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$3.88M +$3.19M +27,799 +465%
SWA
173
Stratos Wealth Advisors
Ohio
$3.86M +$848K +7,395 +28%
IDBONY
174
Israel Discount Bank of New York
New York
$3.8M -$212K -1,853 -5%
RFC
175
Regions Financial Corp
Alabama
$3.74M -$43.9K -383 -1%