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iShares 3-7 Year Treasury Bond ETF

661 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 208 increasing their positions, 235 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+69
Holders Change %
+11.66%
% of All Funds
9.69%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
208
Reduced
235
Closed
67
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
EP
301
Edgestream Partners
New Jersey
$1.28M +$1.28M +10,909 New
GG
302
GenWealth Group
New Jersey
$1.27M +$88.9K +759 +8%
AIM
303
Alhambra Investment Management
Florida
$1.26M -$6.21K -53 -0.5%
MCP
304
Martin Capital Partners
Oregon
$1.25M -$177K -1,513 -12%
HWA
305
HCR Wealth Advisors
California
$1.24M +$899K +7,675 +267%
UBS AM
306
UBS AM
Illinois
$1.23M -$902K
BCM
307
Becker Capital Management
Oregon
$1.22M -$1.25M -10,700 -51%
Vontobel Holding
308
Vontobel Holding
Switzerland
$1.2M +$3.75K +32 +0.3%
DLCIG
309
D.L. Carlson Investment Group
New Hampshire
$1.19M +$1.19M +10,284 New
PFG
310
Pacific Financial Group
Washington
$1.18M -$13.7K -117 -1%
JWCA
311
J.W. Coons Advisors
Ohio
$1.17M -$287K -2,450 -20%
CB
312
Cadence Bank
Mississippi
$1.16M
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$1.15M +$783K +6,688 +213%
NWM
314
Northwest Wealth Management
Iowa
$1.14M -$134K -1,144 -11%
FA
315
Forefront Analytics
Pennsylvania
$1.09M +$55.6K +475 +5%
PBO
316
Peoples Bank (Ohio)
Ohio
$1.08M -$25.2K -215 -2%
NB
317
NBT Bank
New York
$1.08M
UB
318
UMB Bank
Missouri
$1.08M
MI
319
Motiv8 Investments
Florida
$1.07M +$1.07M +9,121 New
Lido Advisors
320
Lido Advisors
California
$1.05M -$841K -7,183 -44%
WPA
321
West Paces Advisors
Georgia
$1.05M +$487K +4,160 +87%
HS
322
Horan Securities
United States
$1.05M -$242K -2,070 -19%
HAS
323
HBW Advisory Services
California
$1.02M +$138K +1,177 +16%
CIA
324
Concurrent Investment Advisors
Florida
$996K +$996K +8,500 New
FGAM
325
Financial Gravity Asset Management
Texas
$986K +$14.9K +814 +2%