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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
JP Morgan Chase
1
JP Morgan Chase
New York
$1.14B +$105M +899,859 +10%
Bank of America
2
Bank of America
North Carolina
$550M -$74.9M -639,331 -12%
Financial Engines Advisors
3
Financial Engines Advisors
California
$475M +$28.5M +243,660 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$458M +$25.2M +214,951 +6%
Morgan Stanley
5
Morgan Stanley
New York
$345M -$65.7M -561,400 -16%
CSIA
6
Charles Schwab Investment Advisory
California
$279M -$4.01M -34,261 -1%
Truist Financial
7
Truist Financial
North Carolina
$273M +$15.6M +133,057 +6%
Ameriprise
8
Ameriprise
Minnesota
$273M +$85.3M +728,141 +45%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$262M +$12.1M +103,090 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$258M +$45.9M +392,277 +21%
UBS Group
11
UBS Group
Switzerland
$243M +$50.2M +428,473 +26%
Creative Planning
12
Creative Planning
Kansas
$239M -$5.76M -49,177 -2%
Charles Schwab
13
Charles Schwab
California
$230M -$3.99M -34,107 -2%
Bank Julius Baer & Co
14
Bank Julius Baer & Co
Switzerland
$228M +$7.54M +64,387 +3%
AssetMark Inc
15
AssetMark Inc
California
$219M -$11.1M -94,586 -5%
Wells Fargo
16
Wells Fargo
California
$215M +$7.97M +68,026 +4%
Stifel Financial
17
Stifel Financial
Missouri
$168M -$1.25M -10,697 -0.7%
MMI
18
Matson Money Inc
Ohio
$164M +$9.22M +78,693 +6%
TWM
19
Tanglewood Wealth Management
Texas
$162M +$131K +1,121 +0.1%
RJA
20
Raymond James & Associates
Florida
$161M +$6.25M +53,377 +4%
WA
21
WestEnd Advisors
North Carolina
$150M +$152M +1,299,140 New
Cerity Partners
22
Cerity Partners
New York
$147M +$148M +1,261,780 +10,380%
Mariner
23
Mariner
Kansas
$138M +$4.56M +38,910 +3%
LPL Financial
24
LPL Financial
California
$125M -$4.09M -34,906 -3%
JFGIW
25
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$123M +$125M +1,067,694 New