IEI icon

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 %
SMFG
276
Sumitomo Mitsui Financial Group
Japan
$1.79M +$1.72M +14,867 +2,390%
SIA
277
Strategic Investment Advisors
Michigan
$1.79M -$85.6K -739 -5%
PG
278
Proffitt & Goodson
Tennessee
$1.77M +$20K +173 +1%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$1.74M -$2.51M -21,633 -59%
CAC
280
Cowen and Company
New York
$1.74M
SC
281
Sinecera Capital
Texas
$1.74M -$127K -1,067 -7%
TC
282
TAP Consulting
Missouri
$1.72M +$178K +1,538 +12%
LFASL
283
Lugano Financial Advisors SA (LFA)
Switzerland
$1.72M
EAMA
284
EFG Asset Management (Americas)
Florida
$1.68M -$1.86M -16,078 -53%
FWM
285
FFT Wealth Management
Pennsylvania
$1.67M +$7.99K +69 +0.5%
LP
286
LGL Partners
Pennsylvania
$1.67M +$7.99K +69 +0.5%
SWM
287
Spire Wealth Management
Virginia
$1.67M +$793K +6,850 +91%
JE
288
JMAC Enterprises
Pennsylvania
$1.57M -$4.29K -37 -0.3%
BCM
289
Brookstone Capital Management
Illinois
$1.47M -$69.5K -600 -4%
MI
290
Motiv8 Investments
Florida
$1.45M +$395K +3,411 +37%
CCM
291
Crabel Capital Management
California
$1.45M -$2.2M -18,974 -60%
MWM
292
Moulton Wealth Management
Washington
$1.45M +$1.45M +12,529 New
OC
293
Oppenheimer & Co
New York
$1.41M +$1.85K +16 +0.1%
HWA
294
HCR Wealth Advisors
California
$1.4M +$177K +1,530 +15%
Lido Advisors
295
Lido Advisors
California
$1.4M +$353K +3,048 +34%
FDP
296
Financiere des Professionnels
Quebec, Canada
$1.39M -$6.72M -58,000 -83%
JWM
297
JPL Wealth Management
Colorado
$1.38M +$439K +3,791 +46%
WF
298
Warner Financial
Maryland
$1.33M +$37.5K +324 +3%
GLR
299
Great Lakes Retirement
Ohio
$1.33M -$85.6K -739 -6%
FT
300
Fiduciary Trust
Massachusetts
$1.32M -$835K -7,208 -39%