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iShares 3-7 Year Treasury Bond ETF

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
276
Bangor Savings Bank
Maine
$2M -$638K -5,525 -24%
RJT
277
Raymond James Trust
Florida
$1.99M -$131K -1,137 -6%
PEA
278
Park Edge Advisors
Ohio
$1.99M +$891K +7,713 +81%
OCPWS
279
One Charles Private Wealth Services
Massachusetts
$1.98M -$17.4K -151 -0.9%
CFP
280
Cascade Financial Partners
California
$1.97M +$667K +5,772 +51%
PIM
281
Penobscot Investment Management
Massachusetts
$1.94M +$49.8K +431 +3%
Lido Advisors
282
Lido Advisors
California
$1.91M +$518K +4,482 +37%
RCG
283
Regatta Capital Group
California
$1.89M +$55.4K +480 +3%
KWM
284
Kingsview Wealth Management
Oregon
$1.85M -$516K -4,467 -22%
TCM
285
Twele Capital Management
Minnesota
$1.83M -$63.6K -551 -3%
ACM
286
AUA Capital Management
Pennsylvania
$1.83M -$3.12K -27 -0.2%
SC
287
Sinecera Capital
Texas
$1.76M +$48.8K +418 +3%
CAM
288
Cresset Asset Management
Illinois
$1.73M +$1.73M +14,972 New
BIP
289
Blueprint Investment Partners
North Carolina
$1.71M -$316K -2,734 -16%
JWM
290
JPL Wealth Management
Colorado
$1.7M +$323K +2,794 +23%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$1.7M -$34.3K -297 -2%
AG
292
AlTi Global
New York
$1.69M +$1.01M +8,788 +151%
FWM
293
FFT Wealth Management
Pennsylvania
$1.68M +$13.2K +114 +0.8%
LP
294
LGL Partners
Pennsylvania
$1.68M +$13.2K +114 +0.8%
BCM
295
Brookstone Capital Management
Illinois
$1.66M +$176K +1,503 +12%
CTA
296
Chesley Taft & Associates
Illinois
$1.64M +$1.64M +14,242 New
P
297
&Partners
Tennessee
$1.63M +$644K +5,581 +65%
EGA
298
E&G Advisors
Texas
$1.57M +$1.29M +11,133 +456%
GRP
299
Global Retirement Partners
California
$1.54M +$738K +6,388 +92%
JWCA
300
J.W. Cole Advisors
Florida
$1.51M -$1.69M -14,622 -53%