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iShares 3-7 Year Treasury Bond ETF

580 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 175 reducing their positions, and 75 closing their positions.

Holders
580
Holders Change
+9
Holders Change %
+1.58%
% of All Funds
9.28%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.85%
New
98
Increased
208
Reduced
175
Closed
75
Calls
$381M
Puts
$479M
Net Calls
-$97.2M
Net Calls Change
-$59.7M
Name Market Value Shares Shares
Change
Shares
Change %
SCM
326
SevenOneSeven Capital Management
Pennsylvania
$756K 6,365 -935 -13%
RW
327
Rede Wealth
Virginia
$754K 6,412 +27 +0.4%
NB
328
NBT Bank
New York
$752K 6,390
BWM
329
BerganKDV Wealth Management
Minnesota
$751K 6,382 +2,209 +53%
BOSSRA
330
B.O.S.S. Retirement Advisors
Utah
$738K 6,274 +184 +3%
William Blair & Company
331
William Blair & Company
Illinois
$730K 6,206 +761 +14%
VAG
332
VisionPoint Advisory Group
Texas
$713K 5,987 +5,987 New
GFG
333
Goldstone Financial Group
Illinois
$700K 5,950 +5,950 New
RT
334
Rockland Trust
Massachusetts
$689K 5,855 +153 +3%
WDC
335
Woodward Diversified Capital
California
$688K 5,847 +884 +18%
GA
336
Greenspring Advisors
Maryland
$686K 5,830 +68 +1%
SPC
337
Sigma Planning Corp
Michigan
$684K 5,813 -885 -13%
BL
338
BFSG LLC
California
$677K 5,752 -430 -7%
SB
339
Simmons Bank
Arkansas
$676K 5,744 -495 -8%
WCM
340
Wunderlich Capital Managemnt
Tennessee
$661K 5,619 +881 +19%
P
341
Pitcairn
Pennsylvania
$651K 5,535
HCA
342
Heck Capital Advisors
Wisconsin
$645K 5,484 -493 -8%
SC
343
Scotia Capital
Ontario, Canada
$634K 5,392
SAM
344
Security Asset Management
New York
$618K 5,250 +5,250 New
SRSA
345
S.R. Schill & Associates
Washington
$615K 5,231 +5 +0.1%
MA
346
Mutual Advisors
Nebraska
$611K 5,195 -1,820 -26%
DIA
347
Dana Investment Advisors
Wisconsin
$610K 5,187 +636 +14%
EWA
348
EverSource Wealth Advisors
Alabama
$610K 5,183
FIA
349
Foundations Investment Advisors
Arizona
$604K 5,133 +3,230 +170%
SWM
350
Spire Wealth Management
Virginia
$598K 5,082 +1,207 +31%