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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.63%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
326
Simplicity Wealth
New Jersey
$1.03M +$414K +3,573 +67%
HAS
327
HBW Advisory Services
California
$1.02M
ES
328
Eagle Strategies
New York
$1.01M +$1.01M +8,701 New
WWM
329
Whalen Wealth Management
Nevada
$1.01M +$321K +2,774 +47%
HC
330
Hara Capital
Washington
$1M +$1M +8,666 New
P
331
&Partners
Tennessee
$989K +$989K +8,542 New
HS
332
Horan Securities
United States
$983K -$50.7K -438 -5%
SWP
333
Stratos Wealth Partners
Ohio
$978K +$402K +3,471 +70%
BF
334
BOK Financial
Oklahoma
$962K
DLHL
335
Donald L. Hagan LLC
Florida
$961K +$272K +2,348 +39%
CIA
336
Concurrent Investment Advisors
Florida
$951K -$33K -285 -3%
WCM
337
Wunderlich Capital Managemnt
Tennessee
$941K +$71.8K +620 +8%
AWE
338
Avidian Wealth Enterprises
Texas
$932K -$890K -7,688 -49%
CCB
339
Country Club Bank
Missouri
$932K +$24K +207 +3%
RAM
340
Riggs Asset Management
Pennsylvania
$916K -$58.8K -508 -6%
WPA
341
West Paces Advisors
Georgia
$906K -$131K -1,130 -13%
OAJ
342
Ogorek Anthony Joseph
New York
$895K +$1.62K +14 +0.2%
SFG
343
SevenBridge Financial Group
Pennsylvania
$888K +$329K +2,874 +59%
LNC
344
Lincoln National Corp
Pennsylvania
$881K +$881K +7,606 New
AIM
345
Alhambra Investment Management
Florida
$880K -$361K -3,118 -29%
SWM
346
Shelton Wealth Management
Texas
$876K -$3.68M -31,806 -81%
CL
347
Choreo LLC
Illinois
$870K +$2.55K +22 +0.3%
SC
348
Searle & Co
Connecticut
$869K
Wealthfront Advisers
349
Wealthfront Advisers
California
$868K -$3.82K -33 -0.4%
CM
350
Columbus Macro
Pennsylvania
$859K +$13.8K +119 +2%