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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 %
MWM
351
MorganRosel Wealth Management
Colorado
$854K +$854K +7,378 New
Lazard Asset Management
352
Lazard Asset Management
New York
$850K -$860K
William Blair & Company
353
William Blair & Company
Illinois
$845K -$71.1K -614 -8%
CSPIA
354
Cary Street Partners Investment Advisory
Virginia
$840K -$135K -1,169 -14%
MCC
355
Money Concepts Capital
Florida
$832K +$31.6K +273 +4%
BJL
356
Brighton Jones LLC
Washington
$810K +$223K +1,925 +38%
NFW
357
Noble Family Wealth
Florida
$806K -$6.37K -55 -0.8%
GRP
358
Global Retirement Partners
California
$803K -$48.8K -421 -6%
FF
359
Fluent Financial
Texas
$794K +$20.8K +180 +3%
TFA
360
Tranquilli Financial Advisor
New Jersey
$776K +$776K +6,698 New
BWP
361
BSW Wealth Partners
Colorado
$767K -$1.75M -15,072 -69%
MA
362
MAS Advisors
Florida
$735K +$220K +1,902 +43%
ASN
363
Advisory Services Network
Georgia
$721K +$127K +1,099 +21%
EFG
364
Ethos Financial Group
Pennsylvania
$711K -$176K -1,520 -20%
CWG
365
Cornerstone Wealth Group
North Carolina
$698K +$698K +6,029 New
ANBTV
366
American National Bank & Trust (Virginia)
Virginia
$694K +$694K +5,995 New
SWP
367
Summit Wealth Partners
Florida
$689K -$74.5K -643 -10%
RT
368
Rockland Trust
Massachusetts
$684K +$2.66K +23 +0.4%
BP
369
BNP Paribas
France
$683K +$683K +5,896 New
AG
370
AlTi Global
New York
$673K -$107K -925 -14%
SRSA
371
S.R. Schill & Associates
Washington
$669K +$811 +7 +0.1%
AWM
372
Apollon Wealth Management
South Carolina
$663K -$135K -1,167 -17%
EWA
373
ERTS Wealth Advisors
Michigan
$656K -$1.25M -10,802 -66%
RW
374
Rede Wealth
Virginia
$656K +$295K +2,550 +82%
ASFA
375
All Season Financial Advisors
Colorado
$653K +$115K +990 +21%