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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 %
PAS
301
Park Avenue Securities
New York
$1.31M -$776K -6,707 -37%
ULWM
302
Upper Left Wealth Management
Florida
$1.29M -$390K -3,371 -23%
CFP
303
Cascade Financial Partners
California
$1.29M +$1.29M +11,282 New
CB
304
Commerce Bank
Missouri
$1.27M -$101K -868 -7%
ACP
305
Aveo Capital Partners
Colorado
$1.26M -$205K -1,795 -14%
MCP
306
Martin Capital Partners
Oregon
$1.23M -$8.46K -73 -0.7%
UBS AM
307
UBS AM
Illinois
$1.21M -$1.23M
CCWM
308
Correct Capital Wealth Management
Missouri
$1.21M -$346K -2,987 -22%
BCM
309
Becker Capital Management
Oregon
$1.2M
JWCA
310
J.W. Coons Advisors
Ohio
$1.19M +$34.7K +300 +3%
UB
311
UMB Bank
Missouri
$1.19M +$122K +1,056 +11%
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$1.18M +$45.1K +389 +4%
CFA
313
Camarda Financial Advisors
Florida
$1.14M +$1.14M +9,825 New
PFG
314
Pacific Financial Group
Washington
$1.13M -$36.8K -318 -3%
MOS
315
MGO One Seven
Ohio
$1.12M -$365K -3,148 -25%
NWM
316
Northwest Wealth Management
Iowa
$1.1M -$23K -199 -2%
CB
317
Cadence Bank
Mississippi
$1.1M -$42.3K -365 -4%
PEA
318
Park Edge Advisors
Ohio
$1.1M +$1.1M +9,514 New
EWA
319
EverSource Wealth Advisors
Alabama
$1.1M +$518K +4,567 +89%
Vontobel Holding
320
Vontobel Holding
Switzerland
$1.1M -$83.8K -724 -7%
GG
321
GenWealth Group
New Jersey
$1.1M -$158K -1,360 -13%
NCFG
322
New Century Financial Group
New Jersey
$1.07M +$250K +2,161 +30%
PBO
323
Peoples Bank (Ohio)
Ohio
$1.07M
NB
324
NBT Bank
New York
$1.07M
FA
325
Forefront Analytics
Pennsylvania
$1.06M -$14.4K -124 -1%