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iShares 3-7 Year Treasury Bond ETF

538 hedge funds and large institutions have $10.1B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-11
Holders Change %
-2%
% of All Funds
9.3%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.97%
New
67
Increased
191
Reduced
200
Closed
75
Calls
$156M
Puts
$114M
Net Calls
+$42.3M
Net Calls Change
-$54.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
226
Twele Capital Management
Minnesota
$1.76M -$95.6K -837 -5%
VWA
227
Visionary Wealth Advisors
Illinois
$1.76M -$421K -3,685 -19%
DWT
228
Dorsey & Whitney Trust
South Dakota
$1.74M -$90.9K -796 -5%
FANJ
229
Financial Architects (New Jersey)
New Jersey
$1.7M +$1.7M +14,863 New
CCB
230
Country Club Bank
Missouri
$1.68M +$336K +2,935 +25%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$1.66M +$277K +2,421 +20%
BPA
232
Beacon Pointe Advisors
California
$1.65M -$23.5K -206 -1%
State Street
233
State Street
Massachusetts
$1.62M -$33.4K -292 -2%
FIA
234
Foundations Investment Advisors
Arizona
$1.58M -$38.9K -340 -2%
AT
235
American Trust
Kentucky
$1.55M +$819K +7,167 +113%
JE
236
JMAC Enterprises
Pennsylvania
$1.53M -$15.7K -137 -1%
Citigroup
237
Citigroup
New York
$1.53M -$4.27M -37,360 -74%
PAS
238
Park Avenue Securities
New York
$1.5M -$126K -1,100 -8%
AWM
239
Aevitas Wealth Management
Massachusetts
$1.48M +$1.48M +12,930 New
SI
240
Stephens Inc
Arkansas
$1.44M +$1.1M +9,634 +327%
EVM
241
Eaton Vance Management
Massachusetts
$1.41M +$146K +1,280 +12%
HS
242
Horan Securities
United States
$1.41M +$120K +1,051 +9%
DAS
243
Dynamic Advisor Solutions
Arizona
$1.37M -$1.17M -10,242 -46%
NWM
244
Northwest Wealth Management
Iowa
$1.33M +$28.2K +247 +2%
RI
245
Rinkey Investments
California
$1.3M +$1.3M +11,332 New
SB
246
Simmons Bank
Arkansas
$1.29M -$569K -4,974 -31%
JWCA
247
J.W. Cole Advisors
Florida
$1.29M +$118K +1,032 +10%
MCWS
248
McKinley Carter Wealth Services
West Virginia
$1.27M -$179K -1,569 -12%
AI
249
AXS Investments
New York
$1.26M
OC
250
Oppenheimer & Co
New York
$1.24M +$16.8K +147 +1%