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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.63%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ECA
226
Elevated Capital Advisors
Utah
$2.82M +$2.82M +24,387 New
FA
227
Faithward Advisors
Pennsylvania
$2.8M +$1.97M +16,973 +237%
BFC
228
Blue Fin Capital
Rhode Island
$2.79M +$510K +4,402 +22%
DWP
229
Daymark Wealth Partners
Ohio
$2.75M -$14.2K -123 -0.5%
MLM
230
Mount Lucas Management
Pennsylvania
$2.75M -$700K -6,045 -20%
FFA
231
Fortune Financial Advisors
Kansas
$2.72M +$20.3K +175 +0.8%
SFG
232
Summit Financial Group
West Virginia
$2.68M -$46.9K -405 -2%
DWA
233
Delap Wealth Advisory
Oregon
$2.66M -$3.19M -27,575 -55%
CICC
234
Capital Investment Counsel (Colorado)
Colorado
$2.65M +$1.38M +11,919 +109%
BSB
235
Bangor Savings Bank
Maine
$2.65M -$1.43M -12,332 -35%
CFGS
236
Concourse Financial Group Securities
Alabama
$2.59M -$1.38M -11,953 -35%
RVM
237
Robinson Value Management
Texas
$2.54M +$559K +4,823 +28%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.5M +$35.3K +305 +1%
BMCM
239
Bryn Mawr Capital Management
Pennsylvania
$2.45M +$48.6K +420 +2%
VPA
240
Vernal Point Advisors
California
$2.4M
IA
241
IFP Advisors
Florida
$2.38M +$342K +2,952 +17%
KWM
242
Kingsview Wealth Management
Oregon
$2.37M +$477K +4,122 +25%
SI
243
Stephens Inc
Arkansas
$2.34M +$622K +5,367 +36%
WT
244
Whittier Trust
California
$2.33M +$49.7K +429 +2%
BHB
245
Bank Hapoalim BM
Israel
$2.31M -$2.96M
PA
246
PFG Advisors
Arizona
$2.28M -$51.9K -448 -2%
CIC
247
Carnegie Investment Counsel
Ohio
$2.28M -$30.2K -261 -1%
EH
248
Equitable Holdings
New York
$2.27M -$260K -2,241 -10%
OLVIG
249
Oliver Lagore Vanvalin Investment Group
Michigan
$2.27M -$1.38M -11,879 -38%
MWM
250
Meridian Wealth Management
Kentucky
$2.25M -$354K -3,061 -14%