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iShares 3-7 Year Treasury Bond ETF

580 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 175 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+9
Holders Change %
+1.58%
% of All Funds
9.28%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.85%
New
98
Increased
208
Reduced
175
Closed
75
Calls
$381M
Puts
$479M
Net Calls
-$97.2M
Net Calls Change
-$59.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
301
IFP Advisors
Florida
$1.02M +$326K +2,659 +47%
GRP
302
Global Retirement Partners
California
$1.01M -$286K -2,408 -22%
AWE
303
Avidian Wealth Enterprises
Texas
$988K +$381K +3,235 +63%
BF
304
BOK Financial
Oklahoma
$974K -$306K -2,601 -24%
RWRC
305
R.W. Roge & Company
New York
$960K -$333K -2,835 -26%
CFAM
306
Center For Asset Management
Florida
$944K -$36.6K -311 -4%
AIP
307
Almanack Investment Partners
Pennsylvania
$928K
VF
308
VitalStone Financial
Texas
$926K +$926K +7,197 New
IWC
309
Integrated Wealth Concepts
Massachusetts
$888K -$508K -4,313 -36%
SIA
310
Strategic Investment Advisors
Michigan
$868K +$84.2K +716 +11%
CW
311
CreativeOne Wealth
Kansas
$859K +$92.1K +783 +12%
Betterment LLC
312
Betterment LLC
New York
$853K +$400K +3,400 +88%
FGA
313
Fortis Group Advisors
New Jersey
$851K +$851K +7,204 New
SWP
314
Summit Wealth Partners
Florida
$847K -$27.3K -232 -3%
SJIC
315
St. James Investment Company
Texas
$822K -$2.35K -20 -0.3%
OFG
316
Omega Financial Group
California
$812K -$293K -2,490 -27%
CA
317
Clearstead Advisors
Ohio
$807K +$104K +887 +15%
MIH
318
Meitav Investment House
Israel
$804K +$456K +3,837 +131%
HFG
319
Heron Financial Group
New York
$785K +$785K +6,669 New
VWM
320
Valley Wealth Managers
New Jersey
$774K -$47.4K -403 -6%
Wealthfront Advisers
321
Wealthfront Advisers
California
$770K +$293K +2,487 +61%
MCWS
322
McKinley Carter Wealth Services
West Virginia
$765K -$99.1K -842 -11%
CS
323
Credit Suisse
Switzerland
$763K -$3.43M -29,177 -82%
TFA
324
Tranquilli Financial Advisor
New Jersey
$757K +$757K +6,437 New
CWM
325
Congress Wealth Management
Massachusetts
$757K +$31.8K +270 +4%