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iShares 3-7 Year Treasury Bond ETF

592 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 238 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-14
Holders Change %
-2.31%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.72%
New
61
Increased
200
Reduced
238
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
KSWA
301
Kathleen S. Wright Associates
Pennsylvania
$1M -$49.5K -437 -5%
IWM
302
IHT Wealth Management
Illinois
$1M +$204K +1,807 +26%
FA
303
Forefront Analytics
Pennsylvania
$1,000K -$1.12M -9,851 -53%
CFAM
304
Center For Asset Management
Florida
$971K +$10.2K +90 +1%
OA
305
Oxbow Advisors
Texas
$962K
BF
306
BOK Financial
Oklahoma
$929K
GRP
307
Global Retirement Partners
California
$920K +$48.7K +433 +6%
PVI
308
Pine Valley Investments
New Jersey
$913K +$913K +8,070 New
DWP
309
Daymark Wealth Partners
Ohio
$911K +$562K +4,966 +161%
UBS AM
310
UBS AM
Illinois
$902K
OAJ
311
Ogorek Anthony Joseph
New York
$896K +$466K +4,117 +108%
FGAM
312
Financial Gravity Asset Management
Texas
$891K +$809K +48,316 +980%
IWC
313
Integrated Wealth Concepts
Massachusetts
$881K +$52.8K +467 +6%
TGAM
314
TBH Global Asset Management
Tennessee
$876K -$1.7M -15,053 -66%
Lazard Asset Management
315
Lazard Asset Management
New York
$862K
AWA
316
AmeriServ Wealth Advisors
Pennsylvania
$859K +$451K +3,986 +110%
HAS
317
HBW Advisory Services
California
$854K +$427K +3,770 +100%
NFW
318
Noble Family Wealth
Florida
$850K -$161K -1,425 -16%
William Blair & Company
319
William Blair & Company
Illinois
$843K -$111K -982 -12%
CM
320
Columbus Macro
Pennsylvania
$831K -$473K -4,178 -36%
CL
321
Choreo LLC
Illinois
$824K -$24.1K -213 -3%
AIP
322
Almanack Investment Partners
Pennsylvania
$821K -$8.49K -75 -1%
WDC
323
Woodward Diversified Capital
California
$803K +$34.4K +304 +4%
SWP
324
Stratos Wealth Partners
Ohio
$801K +$39.8K +352 +5%
SWP
325
Summit Wealth Partners
Florida
$778K -$19.5K -172 -2%