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iShares 3-7 Year Treasury Bond ETF

593 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 239 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $10.7B → $11.6B (+$902M)

2.69% more ownership

Funds ownership: 83.52%86.21% (+2.7%)

8% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 66

8% less call options, than puts

Call options by funds: $359M | Put options by funds: $388M

2% less funds holding

Funds holding: 608593 (-15)

15% less funds holding in top 10

Funds holding in top 10: 5345 (-8)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 239

Holders
593
Holders Change
-15
Holders Change %
-2.47%
% of All Funds
9.41%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.71%
New
61
Increased
200
Reduced
239
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.94B +$825M +7,218,653 +73%
Bank of America
2
Bank of America
North Carolina
$666M +$127M +1,109,883 +23%
Financial Engines Advisors
3
Financial Engines Advisors
California
$479M +$13.1M +114,854 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$457M +$7.65M +66,867 +2%
Morgan Stanley
5
Morgan Stanley
New York
$411M +$72.8M +636,492 +21%
CSIA
6
Charles Schwab Investment Advisory
California
$364M +$91.4M +799,429 +33%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$310M +$57.3M +501,238 +22%
Truist Financial
8
Truist Financial
North Carolina
$297M +$29.5M +257,713 +11%
UBS Group
9
UBS Group
Switzerland
$295M +$57M +498,413 +24%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$249M -$8.35M -73,035 -3%
Ameriprise
11
Ameriprise
Minnesota
$246M -$22M -192,668 -8%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$238M +$14.5M +126,763 +6%
Creative Planning
13
Creative Planning
Kansas
$229M -$5.62M -49,116 -2%
AssetMark Inc
14
AssetMark Inc
California
$222M +$7.77M +67,948 +4%
Wells Fargo
15
Wells Fargo
California
$212M +$1.16M +10,140 +0.5%
Charles Schwab
16
Charles Schwab
California
$199M -$26.8M -234,071 -12%
TWM
17
Tanglewood Wealth Management
Texas
$198M +$39.2M +342,392 +24%
MMI
18
Matson Money Inc
Ohio
$166M +$4.78M +41,833 +3%
Stifel Financial
19
Stifel Financial
Missouri
$151M -$14.6M -127,471 -9%
WA
20
WestEnd Advisors
North Carolina
$149M +$2.34M +20,443 +2%
RJA
21
Raymond James & Associates
Florida
$145M -$13.2M -115,219 -8%
Mariner
22
Mariner
Kansas
$144M +$8.66M +75,718 +6%
Cerity Partners
23
Cerity Partners
New York
$144M -$531K -4,640 -0.4%
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$139M +$18.2M +158,852 +15%
LPL Financial
25
LPL Financial
California
$125M +$2.04M +17,861 +2%