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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 %
BWM
351
Birchcreek Wealth Management
Ohio
$940K +$552K +4,781 +142%
AWE
352
Avidian Wealth Enterprises
Texas
$935K +$5.31K +46 +0.6%
SW
353
Simplicity Wealth
New Jersey
$934K -$97K -840 -9%
OAS
354
Optivise Advisory Services
Tennessee
$914K +$914K +7,912 New
NWM
355
Napa Wealth Management
California
$900K +$900K +7,798 New
SC
356
Searle & Co
Connecticut
$896K +$29.9K +259 +3%
CM
357
Columbus Macro
Pennsylvania
$859K +$1.73K +15 +0.2%
William Blair & Company
358
William Blair & Company
Illinois
$855K +$12.5K +108 +1%
Lazard Asset Management
359
Lazard Asset Management
New York
$847K -$850K
IA
360
IFG Advisory
Georgia
$836K +$836K +7,240 New
JCM
361
Jacobi Capital Management
Pennsylvania
$836K +$231K +1,999 +38%
Manulife (Manufacturers Life Insurance)
362
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$831K -$1.37M -11,849 -62%
MWM
363
MorganRosel Wealth Management
Colorado
$797K -$55.1K -477 -6%
TFA
364
Tranquilli Financial Advisor
New Jersey
$797K +$28.2K +246 +4%
BJL
365
Brighton Jones LLC
Washington
$793K -$15.1K -131 -2%
BP
366
BNP Paribas
France
$791K +$110K +954 +16%
PS
367
Principal Securities
Iowa
$776K +$188K +1,632 +32%
NP
368
NorthRock Partners
Minnesota
$771K -$1.14M -9,830 -60%
OAJ
369
Ogorek Anthony Joseph
New York
$766K -$127K -1,096 -14%
NFW
370
Noble Family Wealth
Florida
$762K -$42.1K -365 -5%
CSPIA
371
Cary Street Partners Investment Advisory
Virginia
$760K -$77K -667 -9%
MA
372
MAS Advisors
Florida
$753K +$20.2K +175 +3%
CCB
373
Country Club Bank
Missouri
$723K -$208K -1,796 -22%
AFG
374
Atomi Financial Group
New York
$719K +$719K +6,223 New
SRSA
375
S.R. Schill & Associates
Washington
$714K +$46.9K +406 +7%