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iShares 3-7 Year Treasury Bond ETF

661 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 208 increasing their positions, 235 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+69
Holders Change %
+11.66%
% of All Funds
9.69%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
208
Reduced
235
Closed
67
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BPC
376
Banque Pictet & Cie
Switzerland
$652K +$159K +1,357 +32%
AA
377
Argent Advisors
Louisiana
$649K +$89.5K +764 +16%
P
378
Pitcairn
Pennsylvania
$648K
AA
379
Alesco Advisors
New York
$630K -$14.2K -121 -2%
SW
380
Simplicity Wealth
New Jersey
$627K +$627K +5,351 New
BL
381
BFSG LLC
California
$620K -$9.37K -80 -1%
PSP
382
Pacific Sage Partners
Washington
$613K -$41.6M -354,985 -99%
Betterment LLC
383
Betterment LLC
New York
$602K +$329K +2,810 +121%
ASN
384
Advisory Services Network
Georgia
$601K +$145K +1,238 +32%
EWA
385
EverSource Wealth Advisors
Alabama
$601K -$1.41K -12 -0.2%
PVI
386
Pine Valley Investments
New Jersey
$601K -$345K -2,942 -36%
MIFH
387
Migdal Insurance & Financial Holdings
Israel
$599K +$557K +4,750 +1,312%
BJL
388
Brighton Jones LLC
Washington
$594K +$20.1K +172 +4%
CAMG
389
CWA Asset Management Group
Florida
$593K +$43.1K +368 +8%
SC
390
Savant Capital
Illinois
$585K -$40.2K -343 -6%
EW
391
Element Wealth
Mississippi
$582K -$63K -538 -10%
SWP
392
Stratos Wealth Partners
Ohio
$582K -$247K -2,108 -30%
PCIA
393
Prime Capital Investment Advisors
Kansas
$576K -$25.5K -218 -4%
SFG
394
SevenBridge Financial Group
Pennsylvania
$573K +$337K +2,875 +143%
TC
395
Telemus Capital
Michigan
$572K -$1.12M -9,520 -66%
GPA
396
Guerra Pan Advisors
New Jersey
$568K -$9.61K -82 -2%
PFS
397
Prospera Financial Services
Texas
$566K +$179K +1,530 +46%
PPC
398
Park Place Capital
Alabama
$562K +$102K +869 +22%
KSWA
399
Kathleen S. Wright Associates
Pennsylvania
$557K -$483K -4,124 -46%
KOC
400
Koss-Olinger Consulting
Florida
$556K +$556K +4,751 New