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iShares 3-7 Year Treasury Bond ETF

571 hedge funds and large institutions have $10.6B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+33
Holders Change %
+6.13%
% of All Funds
9.21%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.81%
New
100
Increased
172
Reduced
216
Closed
59
Calls
$243M
Puts
$281M
Net Calls
-$37.5M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
376
Destination Wealth Management
California
$415K +$415K +3,614 New
VCP
377
Vista Capital Partners
Oregon
$411K -$21.4K -186 -5%
Lido Advisors
378
Lido Advisors
California
$397K -$23.6K -205 -6%
FA
379
Faithward Advisors
Pennsylvania
$395K -$94K -818 -19%
NLG
380
New Legacy Group
New York
$391K
ACM
381
Advance Capital Management
Michigan
$390K +$390K +3,398 New
HSA
382
HBK Sorce Advisory
Pennsylvania
$388K +$183K +1,594 +89%
VCP
383
Verus Capital Partners
Arizona
$382K -$176K -1,534 -32%
WWM
384
Western Wealth Management
Colorado
$373K -$87.7K -763 -19%
CA
385
CoreCap Advisors
Michigan
$371K +$371K +3,229 New
AL
386
ACAS LLC
California
$369K +$369K +3,213 New
PFA
387
Petra Financial Advisors
Colorado
$368K +$368K +3,206 New
PWM
388
Prentice Wealth Management
New York
$368K -$10.3M -89,463 -97%
FBB
389
Fulton Breakefield Broenniman
Maryland
$367K
WF
390
Warner Financial
Maryland
$366K +$100K +870 +38%
SAS
391
Sanford Advisory Services
Michigan
$360K
CST
392
Charles Schwab Trust
Nevada
$356K -$249K -2,167 -41%
CWM
393
Chemistry Wealth Management
New York
$353K -$110K -959 -24%
AWM
394
Aries Wealth Management
Maine
$353K +$36.8K +320 +12%
IIM
395
InTrack Investment Management
Vermont
$346K
RB
396
Renasant Bank
Mississippi
$346K
FHA
397
Flagship Harbor Advisors
Massachusetts
$342K +$50.8K +442 +17%
MIH
398
Meitav Investment House
Israel
$335K
SRG
399
SBB Research Group
Illinois
$332K -$132K -1,145 -28%
WTC
400
WhitTier Trust Company
Nevada
$329K -$193K -1,678 -37%