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iShares 3-7 Year Treasury Bond ETF

538 hedge funds and large institutions have $10.1B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-11
Holders Change %
-2%
% of All Funds
9.3%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.97%
New
67
Increased
191
Reduced
200
Closed
75
Calls
$156M
Puts
$114M
Net Calls
+$42.3M
Net Calls Change
-$54.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IFA
326
Interactive Financial Advisors
Illinois
$562K -$51.3K -449 -8%
GPA
327
Guerra Pan Advisors
New Jersey
$561K
VCP
328
Verus Capital Partners
Arizona
$555K -$191K -1,673 -26%
WDC
329
Woodward Diversified Capital
California
$549K +$54.9K +481 +11%
EH
330
Equitable Holdings
New York
$543K +$113K +986 +26%
OIA
331
OneDigital Investment Advisors
Kansas
$520K +$306K +2,682 +143%
WTC
332
WhitTier Trust Company
Nevada
$519K +$24.1K +211 +5%
PBT
333
Pictet Bank & Trust
Bahamas
$514K
RWB
334
RMR Wealth Builders
New Jersey
$514K -$228K -2,000 -31%
HCM
335
Hilton Capital Management
New York
$511K -$69.2M -605,738 -99%
CFAM
336
Center For Asset Management
Florida
$509K -$76.7K -671 -13%
IAS
337
IMA Advisory Services
Colorado
$504K
AWE
338
Avidian Wealth Enterprises
Texas
$500K +$164K +1,432 +49%
BWM
339
BerganKDV Wealth Management
Minnesota
$496K -$175K -1,534 -26%
SPW
340
Surience Private Wealth
Washington
$494K +$52.1K +456 +12%
IAN
341
Integrated Advisors Network
Texas
$490K +$54.9K +481 +13%
FA
342
Faithward Advisors
Pennsylvania
$486K -$6.98M -61,099 -93%
DIA
343
Dana Investment Advisors
Wisconsin
$485K +$9.82K +86 +2%
VA
344
Valmark Advisers
Ohio
$478K -$77K -674 -14%
EWM
345
Empirical Wealth Management
Washington
$477K -$51.2K -448 -10%
JTWM
346
Jackson Thornton Wealth Management
Alabama
$469K
GIM
347
Goelzer Investment Management
Indiana
$467K -$435K -3,805 -48%
SRG
348
SBB Research Group
Illinois
$461K -$5.83M -51,000 -93%
CWM
349
Chemistry Wealth Management
New York
$461K
UB
350
UMB Bank
Missouri
$460K -$1.83K -16 -0.4%