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iShares 3-7 Year Treasury Bond ETF

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
326
Whalen Wealth Management
Nevada
$1.16M +$156K +1,349 +16%
WF
327
Warner Financial
Maryland
$1.16M -$166K -1,434 -13%
DLHL
328
Donald L. Hagan LLC
Florida
$1.14M +$184K +1,596 +19%
PWM
329
Pacific Wealth Management
California
$1.13M -$2.81M -24,349 -71%
CL
330
Choreo LLC
Illinois
$1.12M +$260K +2,267 +30%
CF
331
Centaurus Financial
California
$1.12M +$905K +7,844 +420%
Vontobel Holding
332
Vontobel Holding
Switzerland
$1.1M +$3.81K +33 +0.3%
PA
333
Parkside Advisors
California
$1.1M -$26.2M -226,983 -96%
UB
334
UMB Bank
Missouri
$1.09M -$94.1K -815 -8%
GG
335
GenWealth Group
New Jersey
$1.08M -$15.4K -133 -1%
OMC
336
Old Mission Capital
Illinois
$1.07M +$1.07M +9,302 New
PBO
337
Peoples Bank (Ohio)
Ohio
$1.07M
NB
338
NBT Bank
New York
$1.07M
Wealthfront Advisers
339
Wealthfront Advisers
California
$1.04M +$171K +1,485 +20%
ITB
340
Idaho Trust Bank
Idaho
$1.02M +$1.02M +8,876 New
SWP
341
Stratos Wealth Partners
Ohio
$1.01M +$39.4K +341 +4%
HC
342
Hara Capital
Washington
$1M
WCM
343
Wunderlich Capital Managemnt
Tennessee
$995K +$57.2K +495 +6%
HS
344
Horan Securities
United States
$990K +$9.82K +85 +1%
PFG
345
Pacific Financial Group
Washington
$969K -$153K -1,327 -14%
BF
346
BOK Financial
Oklahoma
$966K
FMN
347
Financial Management Network
California
$965K +$965K +8,332 New
CWG
348
Cornerstone Wealth Group
North Carolina
$960K +$264K +2,286 +38%
MWM
349
Moulton Wealth Management
Washington
$956K -$496K -4,278 -34%
NWM
350
Northwest Wealth Management
Iowa
$943K -$159K -1,373 -14%