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iShares 3-7 Year Treasury Bond ETF

592 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 238 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-14
Holders Change %
-2.31%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.72%
New
61
Increased
200
Reduced
238
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
ITB
326
Idaho Trust Bank
Idaho
$762K -$316K -2,790 -29%
FGA
327
Fortis Group Advisors
New Jersey
$754K -$78K -663 -9%
TSS
328
Two Sigma Securities
New York
$750K -$165K -1,454 -18%
BOSSRA
329
B.O.S.S. Retirement Advisors
Utah
$748K -$1.36K -12 -0.2%
CCM
330
Crabel Capital Management
California
$743K +$151K +1,332 +25%
OFG
331
Omega Financial Group
California
$733K +$13.1K +116 +2%
FAM
332
Family Asset Management
South Carolina
$729K +$691K +6,109 +1,813%
RWP
333
RWA Wealth Partners
Massachusetts
$728K +$728K +6,433 New
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$711K +$252K +2,223 +55%
DZ Bank
335
DZ Bank
Germany
$699K -$5.84K -52 -0.8%
WCM
336
Wunderlich Capital Managemnt
Tennessee
$685K -$32K -283 -4%
NCG
337
Newport Capital Group
New Jersey
$684K -$230K -2,034 -25%
SC
338
Scotia Capital
Ontario, Canada
$680K +$69.6K +615 +11%
RT
339
Rockland Trust
Massachusetts
$673K -$113 -1 -0%
MIH
340
Meitav Investment House
Israel
$663K -$65.9K -583 -9%
SWM
341
Spire Wealth Management
Virginia
$655K +$97K +857 +17%
CWM
342
Congress Wealth Management
Massachusetts
$652K -$70.6K -624 -10%
AI
343
Arrien Investments
Idaho
$640K +$97.3K +860 +18%
CA
344
Claro Advisors
Massachusetts
$632K +$632K +5,589 New
JFG
345
Jefferies Financial Group
New York
$628K
P
346
Pitcairn
Pennsylvania
$626K
EW
347
Element Wealth
Mississippi
$624K +$10.3K +91 +2%
AA
348
Alesco Advisors
New York
$622K -$17K -150 -3%
WF
349
Warner Financial
Maryland
$620K +$162K +1,431 +35%
BL
350
BFSG LLC
California
$608K -$28.3K -250 -4%