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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 %
IWM
351
IHT Wealth Management
Illinois
$813K -$225K -1,924 -22%
CIM
352
Confluence Investment Management
Missouri
$813K +$813K +6,940 New
MCC
353
Money Concepts Capital
Florida
$809K -$392K -3,348 -33%
MA
354
MBA Advisors
Pennsylvania
$809K -$264K -2,257 -25%
AWM
355
Apollon Wealth Management
South Carolina
$807K +$532K +4,542 +193%
AG
356
AlTi Global
New York
$789K +$789K +6,734 New
WDC
357
Woodward Diversified Capital
California
$787K -$44.3K -378 -5%
FF
358
Fluent Financial
Texas
$782K +$418K +3,565 +114%
SWP
359
Summit Wealth Partners
Florida
$772K -$33K -282 -4%
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$770K -$574K -4,904 -43%
OFG
361
Omega Financial Group
California
$760K +$1.87K +16 +0.2%
MIH
362
Meitav Investment House
Israel
$758K +$71.7K +613 +10%
FGA
363
Fortis Group Advisors
New Jersey
$754K
IA
364
IFG Advisory
Georgia
$748K +$748K +6,386 New
SGAM
365
Stephens Group Asset Management
Arkansas
$738K +$478K +4,084 +184%
CFAM
366
Center For Asset Management
Florida
$732K -$272K -2,326 -27%
MA
367
Mutual Advisors
Nebraska
$723K +$137K +1,170 +23%
IFA
368
Interactive Financial Advisors
Illinois
$716K +$639K +15,060 +822%
BOSSRA
369
B.O.S.S. Retirement Advisors
Utah
$712K -$62.8K -536 -8%
Empower Advisory Group
370
Empower Advisory Group
Colorado
$702K -$515K -4,400 -42%
DLHL
371
Donald L. Hagan LLC
Florida
$697K +$697K +5,954 New
WWM
372
Whalen Wealth Management
Nevada
$693K +$693K +5,919 New
RT
373
Rockland Trust
Massachusetts
$689K -$7.85K -67 -1%
DIA
374
Dana Investment Advisors
Wisconsin
$679K +$82.9K +708 +14%
SRSA
375
S.R. Schill & Associates
Washington
$676K +$64.2K +548 +10%