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iShares 3-7 Year Treasury Bond ETF

606 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+26
Holders Change %
+4.48%
% of All Funds
9.56%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
85
Increased
228
Reduced
205
Closed
57
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
376
IMA Advisory Services
Colorado
$508K
Wealthfront Advisers
377
Wealthfront Advisers
California
$501K -$254K -2,200 -34%
OP
378
ORG Partners
Indiana
$482K +$482K +4,188 New
JTWM
379
Jackson Thornton Wealth Management
Alabama
$473K
CSPIA
380
Cary Street Partners Investment Advisory
Virginia
$468K +$410K +3,556 +704%
WF
381
Warner Financial
Maryland
$466K +$99.4K +863 +27%
BA
382
Bridge Advisory
California
$465K +$160K +1,385 +52%
PFS
383
Prospera Financial Services
Texas
$462K -$2.23M -19,384 -83%
MCWS
384
McKinley Carter Wealth Services
West Virginia
$460K -$289K -2,508 -39%
PPC
385
Park Place Capital
Alabama
$446K -$78.4K -680 -15%
JFG
386
JMG Financial Group
Illinois
$446K +$174K +1,509 +64%
OAJ
387
Ogorek Anthony Joseph
New York
$438K -$10.9M -94,334 -96%
Members Trust
388
Members Trust
Florida
$437K +$437K +3,788 New
WSFS
389
Wilmington Savings Fund Society
Delaware
$435K +$15.2K +132 +4%
HAS
390
HBW Advisory Services
California
$435K +$435K +3,775 New
FFS
391
Founders Financial Securities
Maryland
$422K -$151K -1,307 -26%
WC
392
Whitney & Co
New York
$419K -$8.07K -70 -2%
CIA
393
Capital Investment Advisors
Georgia
$418K +$418K +3,629 New
CA
394
Continuum Advisory
Idaho
$418K +$17.9K +155 +4%
SRG
395
SBB Research Group
Illinois
$416K +$83.2K +722 +25%
AWA
396
AmeriServ Wealth Advisors
Pennsylvania
$416K +$416K +3,609 New
PCMC
397
Private Capital Management (Colorado)
Colorado
$415K
SYBT
398
Stock Yards Bank & Trust
Kentucky
$409K -$57.6K -500 -12%
VA
399
Valmark Advisers
Ohio
$404K -$158K -1,370 -28%
CWM
400
Chemistry Wealth Management
New York
$401K