We are live on ! Find out more
IEI icon

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
VRM
201
Vectors Research Management
New York
$2.91M -$122K -1,062 -4%
AWM
202
Aevitas Wealth Management
Massachusetts
$2.89M +$1.4M +12,202 +94%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$2.88M -$280K -2,442 -9%
HC
204
HNP Capital
New York
$2.87M -$122K -1,063 -4%
CWA
205
Centennial Wealth Advisory
Michigan
$2.84M -$529K -4,612 -16%
PWM
206
Perigon Wealth Management
California
$2.8M -$254K -2,215 -8%
CCM
207
Crabel Capital Management
California
$2.78M +$2.78M +24,205 New
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$2.76M +$1.09M +9,504 +65%
PF
209
Parker Financial
Washington
$2.69M +$2.68M +23,387 New
NPP
210
New Potomac Partners
Maryland
$2.61M +$195K +1,701 +8%
TA
211
TFB Advisors
Kansas
$2.6M +$2.59M +22,605 New
DWA
212
Delap Wealth Advisory
Oregon
$2.57M +$2.57M +22,370 New
CHAM
213
Clear Harbor Asset Management
Connecticut
$2.54M +$192K +1,675 +8%
FTS
214
Fifth Third Securities
Ohio
$2.47M +$1.42M +12,373 +135%
BA
215
Ballew Advisors
Mississippi
$2.43M +$342K +2,980 +17%
BHB
216
Bank Hapoalim BM
Israel
$2.42M
RVM
217
Robinson Value Management
Texas
$2.4M +$328K +2,863 +16%
SC
218
Sinecera Capital
Texas
$2.38M -$8.37K -73 -0.3%
AG
219
Ascent Group
Virginia
$2.33M +$174K +1,521 +8%
FA
220
Forefront Analytics
Pennsylvania
$2.22M -$215K -1,873 -9%
RJT
221
Raymond James Trust
Florida
$2.15M +$15.5K +135 +0.7%
Franklin Resources
222
Franklin Resources
California
$2.14M +$114K +991 +6%
WEG
223
World Equity Group
Illinois
$2.11M -$13.5K -118 -0.6%
DWT
224
Dorsey & Whitney Trust
South Dakota
$2.07M +$322K +2,807 +18%
EAMA
225
EFG Asset Management (Americas)
Florida
$2.04M +$254K +2,211 +14%