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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
PAMS
151
Pictet Asset Management (Switzerland)
Switzerland
$6.93M -$213K -1,820 -3%
KWM
152
Kingsview Wealth Management
Oregon
$6.8M -$98.1K -838 -1%
SCM
153
SCS Capital Management
Massachusetts
$6.77M -$508K -4,339 -7%
SIM
154
Studio Investment Management
Illinois
$6.74M +$362K +3,094 +6%
KAS
155
Kestra Advisory Services
Texas
$6.65M +$31K +265 +0.5%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$6.57M +$406K +3,469 +6%
WCWM
157
Wooster Corthell Wealth Management
Connecticut
$6.47M +$44.2K +377 +0.7%
MWM
158
Merriman Wealth Management
Washington
$6.37M -$156K -1,334 -2%
ASFA
159
All Season Financial Advisors
Colorado
$6.3M -$1.11M -9,508 -15%
OLVIG
160
Oliver Lagore Vanvalin Investment Group
Michigan
$6.3M -$6.13M -52,378 -49%
PAG
161
Private Advisor Group
New Jersey
$6.26M -$97.3K -831 -2%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$6.23M +$1.74M +14,892 +38%
SWA
163
SFMG Wealth Advisors
Texas
$6.21M -$20.6M -176,213 -77%
IC
164
Innealta Capital
Texas
$5.97M -$10M -85,722 -62%
MA
165
MBA Advisors
Pennsylvania
$5.87M +$369K +3,147 +7%
GVAG
166
Great Valley Advisor Group
Delaware
$5.76M +$2.27M +19,372 +63%
SSWM
167
Smith Salley Wealth Management
North Carolina
$5.68M +$580K +4,955 +11%
DSAM
168
Dock Street Asset Management
Florida
$5.54M +$171K +1,460 +3%
RIS
169
Retirement Income Solutions
Michigan
$5.53M +$586 +5 +0%
RVPG
170
Relative Value Partners Group
$5.52M +$54.9K +469 +1%
CWM
171
Cabot Wealth Management
Massachusetts
$5.48M +$4.11M +35,112 +283%
GDP
172
Great Diamond Partners
Maine
$5.27M -$62.8K -536 -1%
BEI
173
Benjamin Edwards Inc
Missouri
$5.21M +$25.1K +214 +0.5%
PA
174
Pinnacle Associates
New York
$5.07M +$902K +7,700 +21%
LW
175
Lauer Wealth
Indiana
$4.98M -$1.37M -11,728 -21%