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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
JP Morgan Chase
1
JP Morgan Chase
New York
$1.49B +$76.2M +664,769 +5%
Bank of America
2
Bank of America
North Carolina
$634M +$28.9M +251,688 +5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$425M -$11.9M -103,915 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$404M +$403M +3,513,654 +1,129,792%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$372M +$18.7M +163,255 +5%
CSIA
6
Charles Schwab Investment Advisory
California
$328M +$139M +1,211,356 +74%
Charles Schwab
7
Charles Schwab
California
$292M -$57.8M -503,803 -17%
Morgan Stanley
8
Morgan Stanley
New York
$281M -$18.5M -161,072 -6%
Ameriprise
9
Ameriprise
Minnesota
$266M +$35.5M +309,192 +15%
Creative Planning
10
Creative Planning
Kansas
$263M -$20.7M -180,157 -7%
AWA
11
Arete Wealth Advisors
Illinois
$234M +$5.96K +52 +3%
Truist Financial
12
Truist Financial
North Carolina
$230M +$18.4M +160,110 +9%
Bank Julius Baer & Co
13
Bank Julius Baer & Co
Switzerland
$226M -$26.4M -230,591 -10%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$224M -$10.3M -89,620 -4%
AssetMark Inc
15
AssetMark Inc
California
$220M -$2.97M -25,897 -1%
Wells Fargo
16
Wells Fargo
California
$184M -$4.8M -41,900 -3%
M&T Bank
17
M&T Bank
New York
$175M -$3.61M -31,467 -2%
LPL Financial
18
LPL Financial
California
$171M +$16.2M +141,407 +11%
Stifel Financial
19
Stifel Financial
Missouri
$164M -$4.84M -42,233 -3%
MMI
20
Matson Money Inc
Ohio
$161M +$19.6K +171 +0%
TWM
21
Tanglewood Wealth Management
Texas
$161M +$60.9M +531,321 +61%
Mariner
22
Mariner
Kansas
$142M +$117M +1,022,527 +477%
RJA
23
Raymond James & Associates
Florida
$141M +$8.71M +75,962 +7%
CPO
24
Cerity Partners OCIO
New York
$139M -$10.5M -91,962 -7%
WA
25
WestEnd Advisors
North Carolina
$129M -$6.75M -58,866 -5%