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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 %
BIP
251
Blueprint Investment Partners
North Carolina
$2.27M +$1.01M +8,634 +80%
MPW
252
MA Private Wealth
California
$2.27M -$373K -3,181 -14%
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$2.22M -$14.1M -120,714 -86%
RWM
254
Ritholtz Wealth Management
New York
$2.22M +$64.3K +549 +3%
WANY
255
Wealthspire Advisors (New York)
New York
$2.21M +$104K +890 +5%
RJT
256
Raymond James Trust
Florida
$2.19M -$148K -1,263 -6%
FT
257
Fiduciary Trust
Massachusetts
$2.18M
FCI
258
Financial Counselors Inc
Kansas
$2.16M +$2.16M +18,435 New
RCA
259
Resonant Capital Advisors
Wisconsin
$2.13M +$2.13M +18,225 New
PAS
260
Park Avenue Securities
New York
$2.12M -$1.45M -12,392 -41%
CA
261
Cetera Advisors
Colorado
$2.11M -$190K -1,618 -8%
CAAS
262
Capital Asset Advisory Services
Michigan
$2.08M -$32.7K -279 -2%
WP
263
WealthSource Partners
California
$2.07M +$1.6M +13,690 +342%
IA
264
IFP Advisors
Florida
$2.06M +$80.5K +687 +4%
RVM
265
Robinson Value Management
Texas
$2.01M -$14.4K -123 -0.7%
OCPWS
266
One Charles Private Wealth Services
Massachusetts
$1.95M -$620K -5,290 -24%
EWA
267
ERTS Wealth Advisors
Michigan
$1.93M +$23.4K +200 +1%
KWM
268
Kingsview Wealth Management
Oregon
$1.91M -$8.44M -72,057 -82%
SIA
269
Strategic Investment Advisors
Michigan
$1.89M +$403K +3,438 +27%
ACM
270
AUA Capital Management
Pennsylvania
$1.88M +$108K +918 +6%
TAM
271
Titleist Asset Management
Texas
$1.86M +$1.26M +10,747 +208%
EWM
272
Edge Wealth Management
New York
$1.86M -$1.26M -10,792 -40%
AWE
273
Avidian Wealth Enterprises
Texas
$1.84M +$416K +3,551 +29%
TCM
274
Twele Capital Management
Minnesota
$1.83M -$32.3K -276 -2%
MFG
275
Magnus Financial Group
New York
$1.81M +$1.81M +15,481 New