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iShares 3-7 Year Treasury Bond ETF

606 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 85 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+26
Holders Change %
+4.48%
% of All Funds
9.56%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
85
Increased
228
Reduced
205
Closed
57
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
226
Carnegie Investment Counsel
Ohio
$2.49M -$19K -165 -0.8%
OCPWS
227
One Charles Private Wealth Services
Massachusetts
$2.48M -$166K -1,438 -6%
MCC
228
Money Concepts Capital
Florida
$2.48M -$13.1M -113,337 -84%
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$2.47M +$3.91K +34 +0.2%
FLPIM
230
F.L. Putnam Investment Management
Massachusetts
$2.42M -$280K -2,425 -10%
SC
231
Sinecera Capital
Texas
$2.36M -$34.1K -296 -1%
AG
232
Ascent Group
Virginia
$2.35M -$132K -1,146 -5%
DWA
233
Delap Wealth Advisory
Oregon
$2.32M -$325K -2,823 -12%
CA
234
Cetera Advisors
Colorado
$2.31M -$450K -3,902 -16%
EAMA
235
EFG Asset Management (Americas)
Florida
$2.21M
ECI
236
EFG Capital International
Florida
$2.21M +$2.21M +19,210 New
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.19M +$1.71M +14,799 +349%
FA
238
Forefront Analytics
Pennsylvania
$2.15M -$49.8K -432 -2%
FT
239
Fiduciary Trust
Massachusetts
$2.15M +$2.15M +18,646 New
RWM
240
Ritholtz Wealth Management
New York
$2.1M +$970K +8,415 +86%
RVM
241
Robinson Value Management
Texas
$2.09M -$164K -1,426 -7%
CAAS
242
Capital Asset Advisory Services
Michigan
$2.09M +$120K +1,034 +6%
GLR
243
Great Lakes Retirement
Ohio
$2.02M -$142K -1,233 -7%
AIM
244
Alhambra Investment Management
Florida
$2.01M -$472K -4,093 -19%
IA
245
IFP Advisors
Florida
$2M +$1.05M +9,068 +109%
BMCM
246
Bryn Mawr Capital Management
Pennsylvania
$1.94M +$49K +425 +3%
TCM
247
Twele Capital Management
Minnesota
$1.9M +$8.53K +74 +0.5%
PAG
248
Private Advisory Group
Washington
$1.84M +$1.84M +15,949 New
MOS
249
MGO One Seven
Ohio
$1.83M +$183K +1,584 +11%
ACM
250
AUA Capital Management
Pennsylvania
$1.82M