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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 %
HH
351
Hilltop Holdings
Texas
$1.09M +$823K +6,883 +311%
FWM
352
FFT Wealth Management
Pennsylvania
$1.08M -$661K -5,529 -38%
LP
353
LGL Partners
Pennsylvania
$1.08M -$661K -5,529 -38%
PCIA
354
Prime Capital Investment Advisors
Kansas
$1.08M -$274K -2,288 -20%
EWM
355
Endowment Wealth Management
Wisconsin
$1.06M +$1.06M +8,853 New
SMWM
356
Silvia McColl Wealth Management
California
$1.06M +$1.06M +8,826 New
NB
357
NBT Bank
New York
$1.06M -$48.4K -405 -4%
WIA
358
World Investment Advisors
California
$1.05M +$1.05M +8,815 New
CL
359
Choreo LLC
Illinois
$1.03M -$142K -1,184 -12%
ITB
360
Idaho Trust Bank
Idaho
$1.03M -$34.9K -292 -3%
HS
361
Horan Securities
United States
$1.02M -$1.08K -9 -0.1%
TFA
362
Tranquilli Financial Advisor
New Jersey
$1.02M +$192K +1,602 +23%
PCMH
363
Polymer Capital Management (HK)
Hong Kong
$1M +$1M +8,400 New
BF
364
BOK Financial
Oklahoma
$996K
PBO
365
Peoples Bank (Ohio)
Ohio
$989K -$118K -987 -11%
AWA
366
Arete Wealth Advisors
Illinois
$977K +$257K +2,152 +36%
ASGS
367
Alpha Square Group S
New York
$957K +$957K +8,000 New
VAS
368
Vestmark Advisory Solutions
Massachusetts
$952K +$331K +2,771 +53%
AWE
369
Avidian Wealth Enterprises
Texas
$949K -$19K -159 -2%
SW
370
Simplicity Wealth
New Jersey
$946K -$21.3K -178 -2%
EP
371
Edgestream Partners
New Jersey
$943K +$943K +7,885 New
TCCM
372
Timber Creek Capital Management
Massachusetts
$940K +$940K +7,863 New
CM
373
Columbus Macro
Pennsylvania
$921K +$37.1K +312 +4%
ULWM
374
Upper Left Wealth Management
Florida
$915K -$383K -3,224 -30%
PFG
375
Pacific Financial Group
Washington
$912K -$91.7K -767 -9%