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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 %
CB
251
Commerce Bank
Missouri
$1.82M +$576 +5 +0%
PAS
252
Park Avenue Securities
New York
$1.82M +$249K +2,158 +16%
MPPLM
253
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.77M +$60.6K +526 +4%
EWA
254
ERTS Wealth Advisors
Michigan
$1.74M +$174K +1,510 +11%
RCG
255
Regatta Capital Group
California
$1.74M +$698K +6,058 +67%
DWA
256
Divergent Wealth Advisors
Utah
$1.71M +$102K +882 +6%
CA
257
Cumberland Advisors
Florida
$1.71M +$1.47M +12,760 +619%
FWM
258
FFT Wealth Management
Pennsylvania
$1.63M -$12.1M -104,938 -88%
LP
259
LGL Partners
Pennsylvania
$1.63M -$10.3M -89,021 -86%
OIA
260
OneDigital Investment Advisors
Kansas
$1.61M +$1.2M +10,402 +295%
JE
261
JMAC Enterprises
Pennsylvania
$1.6M +$201K +1,747 +14%
WPA
262
West Paces Advisors
Georgia
$1.57M
AT
263
American Trust
Kentucky
$1.56M
Empower Advisory Group
264
Empower Advisory Group
Colorado
$1.54M -$1.54M -13,343 -50%
ACP
265
Aveo Capital Partners
Colorado
$1.49M +$63.9K +554 +4%
OC
266
Oppenheimer & Co
New York
$1.46M +$117K +1,014 +9%
KF
267
Krilogy Financial
Missouri
$1.46M -$480K -4,161 -25%
Deutsche Bank
268
Deutsche Bank
Germany
$1.46M
KPWS
269
Kestra Private Wealth Services
Texas
$1.45M +$1.22M +10,578 +521%
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$1.44M -$39.6K -344 -3%
WANY
271
Wealthspire Advisors (New York)
New York
$1.43M -$213K -1,850 -13%
FTS
272
Fifth Third Securities
Ohio
$1.43M -$230K -1,999 -14%
PA
273
PFG Advisors
Arizona
$1.42M -$5.07K -44 -0.4%
EH
274
Equitable Holdings
New York
$1.39M -$14.4K -125 -1%
AWE
275
Avidian Wealth Enterprises
Texas
$1.39M +$418K +3,631 +43%