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iShares 3-7 Year Treasury Bond ETF

720 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 291 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.42%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
291
Reduced
220
Closed
51
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
326
Regal Investment Advisors
Michigan
$1.46M +$1.1M +9,175 +300%
TSS
327
Two Sigma Securities
New York
$1.45M +$1.45M +12,164 New
EH
328
Equitable Holdings
New York
$1.44M -$649K -5,429 -31%
SCM
329
SCS Capital Management
Massachusetts
$1.44M -$101K -845 -7%
MBT
330
Montecito Bank & Trust
California
$1.41M +$1.41M +11,809 New
MI
331
Motiv8 Investments
Florida
$1.4M -$113K -944 -7%
WANY
332
Wealthspire Advisors (New York)
New York
$1.39M -$32.4K -271 -2%
TC
333
TAP Consulting
Missouri
$1.36M +$10.9K +91 +0.8%
CB
334
Commerce Bank
Missouri
$1.36M +$29.8K +249 +2%
FA
335
Forefront Analytics
Pennsylvania
$1.29M -$134K -1,118 -9%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$1.28M +$1.14M +9,554 +849%
JWCA
337
J.W. Coons Advisors
Ohio
$1.27M +$38.9K +325 +3%
CIA
338
Concurrent Investment Advisors
Florida
$1.27M +$45.6K +381 +4%
WF
339
Warner Financial
Maryland
$1.22M +$23.1K +193 +2%
NCFG
340
New Century Financial Group
New Jersey
$1.21M +$668K +5,583 +122%
CA
341
Cannon Advisors
North Carolina
$1.2M +$1.2M +10,024 New
NWM
342
Napa Wealth Management
California
$1.2M +$269K +2,245 +29%
GLR
343
Great Lakes Retirement
Ohio
$1.19M -$57.9K -484 -5%
OAJ
344
Ogorek Anthony Joseph
New York
$1.17M +$380K +3,181 +48%
Wealthfront Advisers
345
Wealthfront Advisers
California
$1.17M +$97.8K +818 +9%
Vontobel Holding
346
Vontobel Holding
Switzerland
$1.14M -$1.32K -11 -0.1%
UB
347
UMB Bank
Missouri
$1.13M
JCM
348
Jacobi Capital Management
Pennsylvania
$1.12M +$251K +2,100 +29%
GG
349
GenWealth Group
New Jersey
$1.1M -$13.3K -111 -1%
MCP
350
Martin Capital Partners
Oregon
$1.1M -$189K -1,582 -15%