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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
RIA
176
Regal Investment Advisors
Michigan
$4.97M +$308K +2,628 +6%
MLM
177
Mount Lucas Management
Pennsylvania
$4.95M +$2.01M +17,200 +67%
CWG
178
Cornerstone Wealth Group
North Carolina
$4.8M +$4.88M +41,660 New
SF
179
Synovus Financial
Georgia
$4.73M +$380K +3,244 +9%
WT
180
Whittier Trust
California
$4.68M -$1.56M -13,309 -25%
ANTB
181
AMG National Trust Bank
Colorado
$4.6M
9WM
182
9258 Wealth Management
Ohio
$4.44M +$241K +2,060 +6%
PWMAG
183
Pinnacle Wealth Management Advisory Group
New Jersey
$4.41M +$931K +7,953 +26%
CFGS
184
Concourse Financial Group Securities
Alabama
$4.36M -$2.34K -20 -0.1%
TC
185
TAP Consulting
Missouri
$4.36M +$4.14M +35,309 +1,423%
CW
186
CreativeOne Wealth
Kansas
$4.3M +$3.52M +30,034 +411%
TW
187
TrinityPoint Wealth
Connecticut
$4.27M +$231K +1,970 +6%
BRWA
188
B. Riley Wealth Advisors
Florida
$4.1M +$996K +8,506 +31%
ES
189
ETF Store
Kansas
$4.03M +$4.07M +34,765 New
PWM
190
Pacific Wealth Management
California
$4.02M -$89.1K -761 -2%
CS
191
Comerica Securities
Michigan
$4M -$86.3K -737 -2%
Simplex Trading
192
Simplex Trading
Illinois
$3.99M +$4.05M +34,602 New
TCA
193
Transcend Capital Advisors
New Jersey
$3.97M +$228K +1,946 +6%
IPW
194
Impact Partnership Wealth
Georgia
$3.97M +$4.03M +34,430 New
SWA
195
Stratos Wealth Advisors
Ohio
$3.91M -$32.3K -276 -0.8%
TFA
196
TPG Financial Advisors
Oregon
$3.89M +$3.95M +33,750 New
RFC
197
Regions Financial Corp
Alabama
$3.75M -$4.92K -42 -0.1%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$3.71M +$19.1K +163 +0.5%
LFASL
199
Lugano Financial Advisors SA (LFA)
Switzerland
$3.66M +$38.1K +325 +1%
SCP
200
Silverleafe Capital Partners
Tennessee
$3.59M -$820 -7 -0%