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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 %
SC
351
Savant Capital
Illinois
$604K +$604K +5,342 New
FA
352
Fiduciary Alliance
South Carolina
$602K +$224K +1,978 +59%
SRSA
353
S.R. Schill & Associates
Washington
$591K -$1.81K -16 -0.3%
BIA
354
Bigelow Investment Advisors
Maine
$587K -$189K -1,667 -24%
TAM
355
Titleist Asset Management
Texas
$585K -$1.47K -13 -0.3%
EWA
356
EverSource Wealth Advisors
Alabama
$582K +$3.96K +35 +0.7%
PCIA
357
Prime Capital Investment Advisors
Kansas
$581K -$245K -2,169 -30%
CST
358
Charles Schwab Trust
Nevada
$579K +$276K +2,443 +91%
DIA
359
Dana Investment Advisors
Wisconsin
$575K -$2.38K -21 -0.4%
MA
360
Mutual Advisors
Nebraska
$566K -$28.4K -251 -5%
WCFA
361
Walkner Condon Financial Advisors
Wisconsin
$562K +$49.8K +440 +10%
GPA
362
Guerra Pan Advisors
New Jersey
$558K
BJL
363
Brighton Jones LLC
Washington
$554K +$226 +2 +0%
WPA
364
West Paces Advisors
Georgia
$542K -$996K -8,800 -65%
AA
365
Argent Advisors
Louisiana
$541K +$12.3K +109 +2%
CAMG
366
CWA Asset Management Group
Florida
$531K -$52.1M -460,627 -99%
AAS
367
Ameritas Advisory Services
Nebraska
$530K +$530K +4,684 New
HWM
368
Heirloom Wealth Management
Colorado
$529K -$15.9M -140,625 -97%
Wealthfront Advisers
369
Wealthfront Advisers
California
$520K +$28.3K +250 +6%
VWA
370
Visionary Wealth Advisors
Illinois
$514K -$120K -1,062 -19%
RWB
371
RMR Wealth Builders
New Jersey
$509K
IAS
372
IMA Advisory Services
Colorado
$499K
HW
373
Hancock Whitney
Mississippi
$493K +$493K +4,357 New
Deutsche Bank
374
Deutsche Bank
Germany
$492K -$938K -8,290 -66%
BPC
375
Banque Pictet & Cie
Switzerland
$477K -$46.7K -413 -9%