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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 %
GFG
251
Goldstone Financial Group
Illinois
$2.24M +$481K +4,156 +27%
Manulife (Manufacturers Life Insurance)
252
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.21M -$3.08M -26,599 -58%
WANY
253
Wealthspire Advisors (New York)
New York
$2.18M
AAS
254
Avantax Advisory Services
Texas
$2.18M -$964K -8,325 -31%
PF
255
Parker Financial
Washington
$2.17M -$130K -1,120 -6%
RJT
256
Raymond James Trust
Florida
$2.13M -$30.7K -265 -1%
SC
257
Sykon Capital
New York
$2.12M -$1.39M -12,020 -40%
RCA
258
Resonant Capital Advisors
Wisconsin
$2.11M
TA
259
TFB Advisors
Kansas
$2.11M -$222K -1,955 -10%
TAM
260
Titleist Asset Management
Texas
$2.09M +$249K +2,153 +14%
LPT
261
Legacy Private Trust
Wisconsin
$2.06M +$448K +3,871 +28%
BIP
262
Blueprint Investment Partners
North Carolina
$2.03M -$212K -1,829 -9%
EWM
263
Edge Wealth Management
New York
$2.02M +$182K +1,575 +10%
OCPWS
264
One Charles Private Wealth Services
Massachusetts
$2.01M +$82.6K +713 +4%
SCM
265
SCS Capital Management
Massachusetts
$2.01M -$1.58M -13,649 -44%
CWM
266
Cherrydale Wealth Management
New Jersey
$1.95M +$1.95M +16,844 New
NP
267
NorthRock Partners
Minnesota
$1.91M +$181K +1,559 +10%
IDBONY
268
Israel Discount Bank of New York
New York
$1.9M -$1.02M -8,844 -35%
PIM
269
Penobscot Investment Management
Massachusetts
$1.9M +$162K +1,400 +9%
TCM
270
Twele Capital Management
Minnesota
$1.9M +$88.7K +766 +5%
MFG
271
Magnus Financial Group
New York
$1.9M +$104K +895 +6%
LHWM
272
Lake Hills Wealth Management
Texas
$1.89M +$1.54M +13,328 +441%
RCG
273
Regatta Capital Group
California
$1.84M +$55.2K +477 +3%
ACM
274
AUA Capital Management
Pennsylvania
$1.84M -$26.1K -225 -1%
DLCIG
275
D.L. Carlson Investment Group
New Hampshire
$1.79M +$604K +5,215 +51%