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iShares 3-7 Year Treasury Bond ETF

661 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 208 increasing their positions, 235 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+69
Holders Change %
+11.66%
% of All Funds
9.69%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
208
Reduced
235
Closed
67
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
226
Divergent Wealth Advisors
Utah
$2.89M +$695K +5,933 +32%
DWP
227
Daymark Wealth Partners
Ohio
$2.8M +$1.86M +15,856 +197%
SFG
228
Summit Financial Group
West Virginia
$2.76M -$24.6K -210 -0.9%
VFA
229
Values First Advisors
Tennessee
$2.74M +$2.74M +23,413 +2,341,300%
FFA
230
Fortune Financial Advisors
Kansas
$2.73M +$11.9K +102 +0.4%
MWM
231
Meridian Wealth Management
Kentucky
$2.64M +$2.64M +22,507 New
EH
232
Equitable Holdings
New York
$2.56M +$861K +7,349 +51%
BWP
233
BSW Wealth Partners
Colorado
$2.54M +$2.54M +21,693 New
CWA
234
Centennial Wealth Advisory
Michigan
$2.52M -$705K -6,023 -22%
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
$2.51M -$1.34M -11,410 -35%
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.49M -$329K -2,807 -12%
FTUS
237
Flow Traders U.S.
New York
$2.45M +$2.45M +20,901 New
BMCM
238
Bryn Mawr Capital Management
Pennsylvania
$2.43M +$284K +2,425 +13%
VPA
239
Vernal Point Advisors
California
$2.43M +$2.43M +20,710 New
TA
240
TFB Advisors
Kansas
$2.4M +$2.4M +20,524 New
PA
241
PFG Advisors
Arizona
$2.36M +$577K +4,926 +32%
Citigroup
242
Citigroup
New York
$2.36M -$9.01M -76,965 -79%
DAS
243
Dynamic Advisor Solutions
Arizona
$2.34M +$1.89M +16,208 +419%
CIC
244
Carnegie Investment Counsel
Ohio
$2.33M -$62.1K -530 -3%
PF
245
Parker Financial
Washington
$2.32M -$92.6K -791 -4%
BFEC
246
Benjamin F. Edwards & Company
Missouri
$2.31M +$2.3M +19,678 +983,900%
WT
247
Whittier Trust
California
$2.3M -$2.14M -18,237 -48%
BFC
248
Blue Fin Capital
Rhode Island
$2.3M +$691K +5,903 +43%
IIA
249
IPG Investment Advisors
California
$2.29M +$2.29M +19,590 New
PP
250
Prudential plc
United Kingdom
$2.28M +$525K +4,481 +30%