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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
ACM
201
Antonetti Capital Management
Florida
$3.58M
WI
202
WrapManager Inc
California
$3.54M +$3.59M +30,674 New
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$3.48M +$3.54M +30,234 New
CTI
204
Community Trust & Investment
Kentucky
$3.41M +$3.87K +33 +0.1%
GEM
205
Global Endowment Management
North Carolina
$3.31M
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$3.29M +$22K +188 +0.7%
QFA
207
Quattro Financial Advisors
Texas
$3.16M -$18.4K -157 -0.6%
CWA
208
Centennial Wealth Advisory
Michigan
$3.15M -$57.3K -489 -2%
CNB
209
Camden National Bank
Maine
$3.13M +$10.7K +91 +0.3%
SFG
210
Summit Financial Group
West Virginia
$3.08M -$74.6K -637 -2%
IDBONY
211
Israel Discount Bank of New York
New York
$3.07M -$186K -1,586 -6%
MPW
212
MA Private Wealth
California
$3M -$111K -944 -3%
NPP
213
New Potomac Partners
Maryland
$2.95M +$228K +1,951 +8%
CAS
214
Coppell Advisory Solutions
Texas
$2.87M +$2.91M +24,889 New
TC
215
Telemus Capital
Michigan
$2.79M -$97.4K -832 -3%
RAM
216
Riggs Asset Management
Pennsylvania
$2.76M +$1.36M +11,570 +94%
TGAM
217
TBH Global Asset Management
Tennessee
$2.68M +$2.67M +22,793 New
FFA
218
Fortune Financial Advisors
Kansas
$2.66M +$2.71M +23,115 New
Lido Advisors
219
Lido Advisors
California
$2.64M -$482K -4,112 -15%
PF
220
Parker Financial
Washington
$2.64M -$3.04K -26 -0.1%
WA
221
Wealthstar Advisors
Texas
$2.58M -$383K -3,266 -13%
TA
222
TFB Advisors
Kansas
$2.58M -$211K -1,799 -7%
BHB
223
Bank Hapoalim BM
Israel
$2.57M
RJT
224
Raymond James Trust
Florida
$2.56M +$43.7K +373 +2%
Corient Private Wealth
225
Corient Private Wealth
Florida
$2.5M +$191K +1,633 +8%