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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 %
OC
301
Oppenheimer & Co
New York
$1.5M +$94.1K +815 +7%
SCM
302
SCS Capital Management
Massachusetts
$1.49M -$515K -4,456 -26%
MI
303
Motiv8 Investments
Florida
$1.46M +$15.8K +137 +1%
SFG
304
SevenBridge Financial Group
Pennsylvania
$1.43M +$508K +4,290 +55%
PAS
305
Park Avenue Securities
New York
$1.43M +$116K +1,005 +9%
HWA
306
HCR Wealth Advisors
California
$1.42M +$24.2K +210 +2%
FA
307
Forefront Analytics
Pennsylvania
$1.37M +$312K +2,702 +29%
ACP
308
Aveo Capital Partners
Colorado
$1.37M +$96.3K +834 +8%
WANY
309
Wealthspire Advisors (New York)
New York
$1.37M -$807K -6,993 -37%
CWM
310
Cherrydale Wealth Management
New Jersey
$1.36M -$583K -5,048 -30%
EWA
311
EverSource Wealth Advisors
Alabama
$1.35M +$208K +1,764 +18%
PCIA
312
Prime Capital Investment Advisors
Kansas
$1.3M -$2.14M -18,547 -62%
TC
313
TAP Consulting
Missouri
$1.3M -$415K -3,594 -24%
IDBONY
314
Israel Discount Bank of New York
New York
$1.29M -$608K -5,262 -32%
CB
315
Commerce Bank
Missouri
$1.28M +$15.9K +138 +1%
Simplex Trading
316
Simplex Trading
Illinois
$1.27M +$1.27M +10,957 New
ULWM
317
Upper Left Wealth Management
Florida
$1.26M -$24K -208 -2%
MCP
318
Martin Capital Partners
Oregon
$1.24M +$13.3K +115 +1%
GLR
319
Great Lakes Retirement
Ohio
$1.21M -$117K -1,016 -9%
BCM
320
Becker Capital Management
Oregon
$1.2M
VRM
321
Vectors Research Management
New York
$1.2M +$1.2M +10,373 New
FT
322
Fiduciary Trust
Massachusetts
$1.2M -$124K -1,076 -9%
JWCA
323
J.W. Coons Advisors
Ohio
$1.19M +$2.31K +20 +0.2%
CIA
324
Concurrent Investment Advisors
Florida
$1.18M +$233K +2,015 +25%
CC
325
Courier Capital
New York
$1.17M +$1.17M +10,095 New