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iShares 3-7 Year Treasury Bond ETF

661 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 208 increasing their positions, 235 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+69
Holders Change %
+11.66%
% of All Funds
9.69%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
208
Reduced
235
Closed
67
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
326
Cary Street Partners Investment Advisory
Virginia
$986K +$250K +2,137 +34%
RAM
327
Riggs Asset Management
Pennsylvania
$986K -$386K -3,293 -28%
BF
328
BOK Financial
Oklahoma
$980K +$10.4K +89 +1%
JWM
329
JPL Wealth Management
Colorado
$955K +$955K +8,155 New
William Blair & Company
330
William Blair & Company
Illinois
$927K +$54.2K +463 +6%
OA
331
Oxbow Advisors
Texas
$925K -$70.3K -600 -7%
TGAM
332
TBH Global Asset Management
Tennessee
$924K +$17.3K +148 +2%
CCB
333
Country Club Bank
Missouri
$918K -$172K -1,464 -16%
CAG
334
Crestwood Advisors Group
Massachusetts
$908K +$908K +7,756 New
OAJ
335
Ogorek Anthony Joseph
New York
$903K -$23.9K -204 -3%
PI
336
PFG Investments
New York
$900K +$900K +7,681 New
EFG
337
Ethos Financial Group
Pennsylvania
$897K +$897K +7,655 New
Wealthfront Advisers
338
Wealthfront Advisers
California
$881K +$343K +2,928 +64%
WCM
339
Wunderlich Capital Managemnt
Tennessee
$879K +$170K +1,455 +24%
SC
340
Searle & Co
Connecticut
$878K +$878K +7,500 New
CL
341
Choreo LLC
Illinois
$877K +$23.9K +204 +3%
SWM
342
Spire Wealth Management
Virginia
$876K +$202K +1,739 +30%
Lazard Asset Management
343
Lazard Asset Management
New York
$860K -$862K
GRP
344
Global Retirement Partners
California
$859K -$96.9K -829 -10%
CM
345
Columbus Macro
Pennsylvania
$856K -$5.39K -46 -0.6%
FA
346
Fiduciary Alliance
South Carolina
$834K +$211K +1,803 +34%
NCFG
347
New Century Financial Group
New Jersey
$833K +$833K +7,108 New
FA
348
Faithward Advisors
Pennsylvania
$831K -$213K -1,840 -20%
NFW
349
Noble Family Wealth
Florida
$822K -$57.7K -493 -7%
IWC
350
Integrated Wealth Concepts
Massachusetts
$822K -$90K -768 -10%