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iShares 3-7 Year Treasury Bond ETF

720 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 291 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.42%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
291
Reduced
220
Closed
51
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Shares
Change %
CCAM
301
Cascades Capital Asset Management
North Carolina
$2.02M +$2.02M +16,848 New
RCG
302
Regatta Capital Group
California
$2.01M +$57.3K +479 +3%
SC
303
Sinecera Capital
Texas
$1.92M +$120K +1,001 +7%
ACM
304
AUA Capital Management
Pennsylvania
$1.89M
TCM
305
Twele Capital Management
Minnesota
$1.88M -$15.3K -128 -0.8%
PEA
306
Park Edge Advisors
Ohio
$1.88M -$181K -1,517 -9%
SIA
307
Strategic Investment Advisors
Michigan
$1.87M -$381K -3,183 -17%
TA
308
TFB Advisors
Kansas
$1.85M -$384K -3,210 -17%
ASFA
309
All Season Financial Advisors
Colorado
$1.83M +$1.83M +15,313 New
RFM
310
Royal Fund Management
Florida
$1.8M +$1.42M +11,864 +374%
PF
311
Parker Financial
Washington
$1.76M -$327K -2,737 -16%
AG
312
AlTi Global
New York
$1.75M
CIC
313
Carnegie Investment Counsel
Ohio
$1.74M -$611K -5,106 -26%
GRP
314
Global Retirement Partners
California
$1.72M +$131K +1,096 +8%
MCC
315
Money Concepts Capital
Florida
$1.7M +$1.7M +14,181 New
PIM
316
Penobscot Investment Management
Massachusetts
$1.65M -$304K -2,611 -16%
BSB
317
Bangor Savings Bank
Maine
$1.61M -$466K -3,897 -22%
EGA
318
E&G Advisors
Texas
$1.61M -$16.1K -135 -1%
KWM
319
Kingsview Wealth Management
Oregon
$1.6M -$315K -2,637 -16%
GM
320
GeoWealth Management
Illinois
$1.58M -$3.59M -30,045 -69%
OC
321
Oppenheimer & Co
New York
$1.56M +$10.5K +88 +0.7%
EWA
322
EverSource Wealth Advisors
Alabama
$1.53M +$162K +1,358 +12%
PAS
323
Park Avenue Securities
New York
$1.5M +$26.2K +219 +2%
Lido Advisors
324
Lido Advisors
California
$1.49M -$483K -4,039 -24%
HWA
325
HCR Wealth Advisors
California
$1.48M +$9.57K +80 +0.7%